Critical thinking℠
Wealth Management Briefing
We decode the trends and analyze the emerging opportunities and challenges reshaping wealth management portfolios today.
From shifting asset allocations and the democratization of private markets to evolving client expectations and growing regulatory complexity. With a focus on delivering clear, strategic insights, designed to help wealth managers navigate complexity and seek to position portfolios for long-term success.
Latest episodes
How wealth managers are rewriting the alternatives playbook amid macro sifts and retailization | July 2026
In this episode, Teena Jilka is joined by David Scopelliti and Karl Heckenberg, President and Managing Partner at Constellation Wealth Capital, to explore how wealth managers are evolving their alternatives playbooks in response to macro shifts, changing client expectations, and the continued retailization of private markets.
The conversation looks at how some firms are adapting their offerings, where scaling pressures are emerging, and what the growth of private markets could mean for the future of wealth management.
The future of wealth management: Balancing innovation, regulation, and client expectations | April 2025
Wealth management is evolving as client expectations shift, technology advances, and private markets become more accessible.
In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, speaks with Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Live from Mercer’s Global Investment Forum, they discuss how wealth managers can navigate these changes, balance regulatory demands, and leverage AI and innovation to deliver value to clients.