Private markets are playing an increasingly important role in the solutions that financial institutions offer to their wealthy clientele. Over the last decade, they consistently outperformed publicly listed investments, while changes in investor sentiment have driven increased demand for longer-term opportunities.
This change in approach has brought challenges for financial institutions; namely, how do they scale a part of their business that is operationally complex to deliver, requires strict regulatory governance and has traditionally been driven by personal relationships between client and adviser?
In simple terms, the answer is a better use of technology. Delio's latest research report explores the digitisation of private markets and the impact that technology is having on service delivery, investor relations and client experience.
Download your free copy of the report here.