iCapital Survey Shows Wealth Advisers Boosting Alternative Investments

Financial technology platform iCapital connects wealth managers and their clients with alternative investments that were historically dominated by institutions. Private equity and private credit have gained attention as advisers seek additional sources of returns and portfolio diversification beyond public markets, making broader access to private assets increasingly important across the wealth-management industry.

Nearly 40% of wealth-management firms plan to increase allocations to alternative investments over the next 12 months, according to iCapital’s latest global adviser survey. Interest and access continue to expand despite persistent concerns about limited liquidity and high fees in private markets. The findings point to accelerating demand from traditional investors for private equity and credit exposure, with no aggregate investment amount disclosed.