Private Assets: From Afterthought to Anchor in Wealth Management

Rethinking diversification and embedding private markets in wealth portfolios.

Equities and bonds increasingly move in tandem — and the traditional playbook for diversification no longer holds. Wealth managers today need new ways to deliver resilience, long-term growth, and sustainability to clients.

Private assets are stepping into this role. No longer a side allocation, they are becoming anchors in modern wealth management. Yet, integrating them is not automatic: benchmarks are still evolving, dispersion is high, and lifecycle management is complex. This interactive session will tackle both the opportunities and the challenges. 

This invite-only workshop with Hassan Suffyan, Head of Wealth EMEA & APAC, and MSCI Research, will bring together 30 senior wealth professionals for a collaborative session on:

• Benchmark blind spots: Evolving SAAs so private assets can be strategic, not tactical 

• Transparency and manager research: Capturing dispersion and complexity without adding opacity 

• Integration, not isolation: Embedding private assets into ESG, risk, liquidity frameworks, and across discretionary and advisory programs

• Lifecycle management: Addressing capital calls, distributions, and reinvestment challenges 

• Role of asset managers: Co-creating strategies suited for wealth clients, not just institutions