One size doesn't fit all

2023 Asset & Wealth Management Survey

In this podcast, Barney Nelson, CEO of The ValueExchange, discusses the preliminary results of the 2023 Asset & Wealth Management Survey, conducted by RBC Investor & Treasury Services and Ignites Research:

  • Growth is central to the asset manager operating model as wealth managers focus on the advisor
  • Managers are seeking the optimal mix between building internal systems and relying on third parties
  • ESG is a big focus for European managers, while the US is warming up and Canada is indifferent
  • Europeans are embracing portfolio optimization tools more than Canadian and US managers

"There is no one target portfolio mix and no single operating model to support everyone."

Barney Nelson

We will be releasing detailed survey findings in the coming weeks. Please click here to receive the full report.


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