Full-scale private-to-public hypermarkets
Large global investment platforms spanning both public and private markets, offering broad product coverage and distribution reach
Full-scale private-to-public hypermarkets
Scale across asset classes and geographies
Deep product-manufacturing capabilities
Global distribution networks supported by strategic M&A
Investment in transformative technology
Partnerships to access new capabilities
11%
of total respondents
Large global investment platforms spanning both public and private markets, offering broad product coverage and distribution reach
Full-scale private-to-public hypermarkets
Focus on investor outcomes and portfolio construction
Strong digital distribution and platform integration
Access to captive or quasi-captive distribution channels
Orchestration of internal and external capabilities
Co-development of products and services with partners
Innovation through collaboration and data sharing
Solutions platforms
of total respondents
14%
Portfolio construction engines embedded in wealth platforms or institutional mandates that combine internal and third-party capabilities to deliver outcome-based solutions
Solutions platforms
Focused specialists with deep expertise in a particular asset class, capability, region, or client segment
Niche champions
Industrial-scale providers of simple, transparent investment products designed for models, platforms, and outsourced solutions
Low-cost manufacturers
Selective partnerships to extend reach
Concentrated expertise and alpha generation in defined markets
Strong brand and reputation in specialised segments, along with expansion into adjacent client groups
Launch of specialised strategies (e.g. thematic or ESG)
Selective investment in skills and experience
Niche champions
of total respondents
13%
Ultra-low-cost operating model supported by scale and operational efficiency
Standardised products built for model and platform distribution
Expansion of passive and index- based offerings
Licensing of investment models and data
Growth through digital distribution and retail reach
Low-cost manufacturers
of total respondents
5%
Portfolio construction engines embedded in wealth platforms or institutional mandates that combine internal and third-party capabilities to deliver outcome-based solutions
Solutions platforms
Industrial-scale providers of simple, transparent investment products designed for models, platforms, and outsourced solutions
Low-cost manufacturers
Focused specialists with deep expertise in a particular asset class, capability, region, or client segment
Niche champions
Typical characteristics
Typical characteristics
Typical characteristics
Typical characteristics
What are the four archetypes, and how many survey respondents align with each?
Source: PwC’s Global Asset and Wealth Management Sector Outlook 2026