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Q3 2023

Corner Office Views

November 21, 2023

Explore how U.S. alternative managers can gain greater shelf space, key wealth management trends in Asia, and renewed interest in fixed income among insurers in Europe.

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Timely Insights to Inform Your Business Strategy

COV Q3 2023 Asia Home Page


Key Wealth Management Trends in Asia

Family offices, discretionary portfolio management, digital wealth advisors, and alternatives

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COV Q3 2023 Europe Home Page


The European Insurance Industry Is Turning Back to Fixed Income

Which fixed-income investment managers provide the best value?

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COV Q3 2023 US Home Page


Alternative Investments Distribution

Managers showing enthusiasm for a new guard of structures

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Previous Issue

COV Q3 2023 US Past Issue

The Challenges and Opportunities of Wealth Management Technology

Technology can help advisors achieve a wide range of business objectives, as indicated by more than 90% of advisors polled by Cerulli. However, getting advisors to effectively learn and adopt technology is a challenge wealth managers and tech providers must overcome.

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COV Q3 2023 Asia Past Issue

Fund Distribution in Southeast Asia

Asset managers are expanding their reach of retail funds through distribution digitization. This article explores opportunities for differentiation and expansion.

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COV Q3 2023 Europe Past Issue

Europe and Private Assets

2022 proved to be another positive year for private assets as a whole, and Cerulli’s view is that this is set to continue in 2023. What asset classes are set to see the most demand in the next 12-24 months?

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Cerulli Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

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