Asian HNW Women Seek Deeper Alternative Investment Guidance

The study, conducted by CoreData, surveyed 275 investors holding at least $2.5 million in household assets. While 83 percent of participants already hold alternatives—such as private equity, hedge funds, or infrastructure—the appetite for further allocation remains high. Data indicates that 84 percent of those already invested are satisfied with performance and remain open to exploring asset classes currently outside their reach.

Financial advisors occupy a pivotal position in this shift. Roughly 87 percent of women trust their advisors to select appropriate investments, yet 89 percent demand more proactive communication regarding new opportunities. A significant 55 percent of respondents signaled they would consider switching advisors to secure better access to high-quality alternative products. The findings suggest that the barrier is largely communicative: 74 percent of women stated they would increase their allocations if advisors prioritized explaining holistic portfolio benefits over individual product pitches.

Brookfield Asset Management, which oversees more than $1 trillion in assets, launched its Women & Wealth initiative to address these changing expectations. The program provides advisors with educational frameworks and strategies to manage the demographic shifts associated with the Great Wealth Transfer. As private markets continue to grow in importance, the firm intends to release further global research next month focusing on how advisors can better integrate these complex assets into client strategies.