emerging
Outsourced Investment Management
Wealthy families are increasingly outsourcing investment management to banks and other institutions, seeking professional expertise and structured governance.
Timeframe
near-term
Categories
Subcategories
Impact areas
Detailed Analysis
The report highlights a trend towards outsourced investment management models, where families partner with banks to access specialized expertise and establish clear governance structures. This approach helps families professionalize their investment practices, align investments with long-term goals, and facilitate knowledge transfer to the next generation. "Many families are turning to ‘outsourced’ set-ups, for example, in which the family’s representatives work together with the bank’s entire investment organisation within a clear governance structure."
Context Signals
Growing complexity of investment landscapes
Need for professional expertise and risk management
Focus on long-term wealth preservation
Edge
Growth of specialized outsourced investment management platforms.
Development of tailored solutions for different family sizes and wealth levels.
Increased collaboration between banks and family offices in investment management.
