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Mounting demand for private assets is driving a convergence of the traditional asset management business and private market specialists.
Crisil Coalition Greenwich presents the 2025 Coalition Greenwich Best Asset Managers for Institutional Investors Management across different regions.
Crisil Coalition Greenwich presents the 2025 Coalition Greenwich Best Asset Managers in Intermediary Distribution in Asia and Europe.
European intermediaries reveal key factors influencing manager selection and fund launches. Discover how to meet client needs and stay ahead in the competitive landscape with our latest research findings.
Crisil Coalition Greenwich's latest research reveals that as Europe's financial markets navigate heightened volatility, fund distributors are prioritizing stability and diversification, seeking asset managers with proven track records and robust...

Organic growth

1 December 2025
This edition of Insights, focuses on new client acquisition. Using our granular and longitudinal industry dataset comprising 10 million North American wealth management clients, we look at how advisors who are successfully adding new relationships...
For financial advisors, working as part of a team is more popular than ever, with 55% of advisors working within some sort of team-based arrangement.

Moneyball for advisors

1 December 2025
Several PriceMetrix clients wanted to know if statistical analyses could be deployed, much as they are in baseball, to help them ensure – rather than simply assume – that they are recruiting the right candidates and allocating resources to those...
In this edition of our annual report, The state of North American retail wealth management, we will unpack this unexpected year. How resilient were business models in 2020? What was the impact of the pandemic on client relationships and pricing? And...

The fountain of growth

1 December 2025
The retail wealth management industry is undergoing a fundamental demographic transformation, as the average age rises for both financial advisors and their clients. This seismic shift is already impacting the industry, with advisors and wealth...

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