emphasise capital markets and hedging strategies that seek downside protection more than traditional portfolio allocations that seek to manage risk through diversification .
They also expect access to the same high yield assets and strategies once available only to wealthier investors .
“ The re-wired investor is likely here to stay – and his / her influence over the rest of the investor class is likely to increase . Accordingly , wealth management firms and their advisers should adjust their offerings and service delivery models to ‘ win the battle ’ for the re-wired investor – the investor of the future ,” Deloitte advises in its report on
10 Disruptive trends in wealth management .
PPS is fully aware of these developments . With the launch of our Wealth Advisory , there has been an acceleration of the wealth of high-networth professionals among the established , senior and retired market segments due to several services , such as bespoke investment strategies , tax planning through PPS solutions and structures , and wealth protection .
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