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 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 and liquidity frameworks
• Lifecycle management: Addressing capital calls, distributions and reinvestment challenges
• Role of asset managers: Co-creating strategies suited for wealth clients, not just institutions

Why Attend:

• Gain insights from MSCI’s global wealth leadership
• Benchmark your approach with peers across the industry
• Take away practical frameworks for integrating private assets into client portfolios