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Apr 06, 2022

The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies. And wealth managers need to be prepared.

In this research series, we stress the importance of wealth managers educating themselves on new investment products and strategies — direct indexing, cryptocurrencies, and alternative investments such as hedge funds and private equity — to understand how they impact not only their business but also their clients' portfolios. This whitepaper tackles one such investing theme — cryptocurrency investing — and explores the following: What are cryptocurrencies and which ones are in use from a wealth management perspective? What's driving adoption and what are the use cases for wealth managers? What are the benefits and risks? As a Cutter member, the full report and related content are available to you.

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