01.24.25

Client Demand Growing for Personalized Portfolios, Survey Finds

by: Christopher C. Williams

An MSCI survey of 220 wealth-industry professionals, portfolio managers and advisors found that respondents expected more clients to demand some degree of personalization. About 60% of wealth managers expect their high-net-worth clients to require some degree of personalization either now or in the near future, and 73% of survey respondents cite clients’ preferences, such as supporting the transition to net-zero, as the prime reason why wealth clients want such solutions.

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