Unlock HNW growth with non-custody assets
Non-custody assets are gaining traction with HNW investors, and rapidly becoming an essential tool in constructing personalised sophisticated portfolios.
Our latest research shows that for HNW-focused advisers 75% of their clients now hold non-custody assets. But what are the opportunities and the risks? How does the shift away from traditional custody solutions impact portfolio management, client experience and control?
Exclusive Research for Wealth Managers and Advisers
Download our eBook for an detailed analysis of the research findings including:
- The latest market trends on the rise of non-custody investment and what's driving adoption
- The growing role of non-custody solutions in HNW portfolio construction
- Where investors and their advisers are investing and the benefits that non-custody can bring to a portfolio.
- Balancing opportunities with challenges
- Integrating non-custody solutions into your advice proposition
Live Webinar
25th March 2025 11am AEDT
Join CoreData CEO Andrew Inwood for a deep dive into our latest research on how advisers are using non-custody solutions with their clients. This session will look at the current trends, opportunities and challenges and discuss why non-custody assets are becoming an integral part of servicing HNW clients.
