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Wealth managers face pressure to scale personalized portfolios, Charles River Systems says

By Public Technologies
  • Wealth managers face growing pressure to personalize discretionary portfolios at scale as margin pressure and regulatory requirements favor standardized offerings.
  • 60% of wealth professionals expect high-net-worth clients to require some degree of personalization.
  • Discretionary management accounts for 65% of wealth management assets in the UK's £1.24 trillion market.
  • UK discretionary management serves 1,300,000 clients, up 20% since 2022, as the segment continues to grow across Europe.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Charles River Systems Inc. published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.

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