“The Mounting Focus on Alternative Investments in Wealth Planning”
- The ascendance of alternative investments such as real estate within wealth planning frameworks is underpinned by modern portfolio theory, which demonstrates that the inclusion of low-correlation, tangible assets enhances diversification, improves risk-adjusted returns and advances more resilient long-term financial outcomes.
- In this new financial services era, wealth managers should look to advanced, alternative-oriented solutions, not yesterday’s playbook.
