Are you ready for the new landscape of asset management? Important findings for 2025

While the global landscape of asset management is developing, the expectations of wealthy investors also have. Now, in early 2025, the focus has been shifted to a more differentiated and diversified approach, whereby individuals with a high network value (HNWIS) and watchis (Ultra-High-Net-Getle individuals) are looking for a broader series of services to effectively manage and expand their wealth.

Core expectations – tailor -made advice, product access and alternatives

According to a recently published report, the asset index of 360 one wealth in cooperation with Crisil, wealthy investors highly set three important services of asset managers: consulting services (23%), product selection and distribution (21%) and alternative investment options (19%).

This priority reflects the increasing complexity of the investment landscape, in which new products and asset classes quickly arise. The investors who are aware of the critical role of the assignment of assets and the subtleties of the position size are looking for the asset managers for strategic instructions and tailor -made solutions.

Remarkably, HNWIS shows a special tendency to broking services and underlines a preference for direct trade. This is an indication of your desire for active participation in the market, driven by a practical approach and a great interest in personal asset management.

Important criteria for the selection of an asset manager

The selection of the right asset manager is a decision that is influenced by several factors. A quarter of the wealthy investors describe the success balance as a main criterion. The importance of a proven history of such investment decisions underlines the need for trust and trust in the asset management company. However, it's not just about past performance.

The prestige and reputation of the company plays an important role for 17%of the respondents, while others set the fee structure (13%) and the suite of services (11%).

In addition, the existing relationship, which manages family assets and the local presence of the company of the company, also applies. This is particularly relevant in a market where personal relationships and accessibility can significantly affect customer satisfaction and commitment.

Look for a balance

While the majority of wealthy investors prefer professional management of their assets, there is a segment that prefers a self -directed approach. According to the data, 53% of the respondents only rely on professional advice and trust that asset managers make appropriate investment decisions in their name. In contrast, 12% of investors prefer to manage their assets independently and to take full responsibility for their investment decisions.

Interestingly, a significant part (24%) pursues a mixed approach that has made some decisions independently while consulting your asset manager for others. This hybrid model enables you to use your own financial ingenuity and at the same time benefit from experienced knowledge into more complex affairs. Age also plays a role in decision -making preferences. Younger investors (under 40) tend to personally manage their assets, while over 60 the financial advisors for information and instructions rely more on their financial advisors.

Dynamics of the engagement

The frequency of the commitment between investors and asset management managers varies significantly, with about half of the respondents prefer regular, regular checks, while the other half includes their asset managers on a basis as required, which are powered by specific product discussions or transaction inquiries. Younger customers in particular are tend to be on ad hoc consultations than in advance planned meetings and prefer quarterly reviews compared to monthly check-ins.

For older customers, especially for those aged 60, more frequent engagements prefer to reflect their need for calm and real-time updates for portfolio performance. This trend corresponds to the broader wish among the rich to actively comply with the understanding and management of your investments, even if you delegate the daily decision -making to your consultants.

Another significant finding from the survey is the preference for quarterly portfolio reviews, with 46% of the wealthy investors choose this frequency. This approach enables you to stay up to date and make timely adjustments based on the market conditions. Remarkable 33% go one step further and conduct monthly ratings and underline their proactive attitude towards asset management.

Opportunities to consider

For asset managers, the understanding of these developing preferences offers significant options. The trend towards a hybrid model of the engagement that combines personalized advice with elements of discretionary management gains especially the infusion at Uhnis. The fee approach (Advisory-Assets-UNDER management) is currently preferred by 30% of the wealthy investors, followed by a product selection basis of 29%.

This underlines the importance of a transparent fee structure and the possibility of offering customers a large selection of investment products that are tailored to their specific needs. In addition, the growing interest in alternative investments offers asset managers the opportunity to distinguish their offers. By accessing niche system classes and tailor -made investment options, you can meet the demand for diversification and higher returns, especially in an environment with low interest.

The survey results show that wealthy investors are generally confident of achieving their long -term financial goals, but there are persistent concerns about the effects of external factors on short -term goals. In this background, the role of a asset manager as a strategic partner becomes even more critical.

Through a holistic approach for financial planning, which is based on specialist knowledge and tailor -made advice, asset managers can help customers navigate uncertainties and use new opportunities.

Anupama Sharma, Managing Director, 360 A fortune