Jeremy Hall
Brookfield’s Alts Institute has found high-net worth (HNW) women in Asia have strong interest in alternative investments while financial advisors play a critical role in helping women access and understand these opportunities.
Conducted by CoreData on behalf of Brookfield’s private wealth business, the latest Alts Institute survey examined the attitudes and behaviours of HNW investors in Hong Kong, Singapore and Taiwan with at least US $2.5 million in household investable assets.
The research found that women are turning to alternatives as a key driver of stronger long-term outcomes and a foundational element of a successful portfolio strategy. While 83% currently hold alternatives, 89% of women surveyed say they would increase their allocations if they had a better understanding of how alternatives fit within a portfolio, underscoring a meaningful opportunity for advisor-led education and engagement.
Key findings among female HNW investors in Singapore, Hong Kong and Taiwan:
- 94% believe diversification is critical to managing portfolio risk.
- 91% are primarily focused on long-term investing.
- 87% trust their advisor to make the right decisions on alternatives but still want to understand their investments.
- 89% want their advisor to stay ahead of the curve on new alternative investment opportunities.
Women already invested in alternatives report high satisfaction levels:
- 84% are satisfied with the performance of their alternative investments.
- 84% are open to investing in additional alternative asset classes that they don’t currently own.
Those who are looking to increase their exposure to alternatives:
- 89% want their advisor to speak to them more about alternatives and 55% said they have moved or would consider moving to a new advisor in order to better access high-quality alternatives.
- 74% said they would begin investing in alternatives if their advisor focused on the portfolio’s overall benefits rather than the product itself.
Brookfield launched its Women & Wealth initiative to help financial advisors navigate the evolving demographic landscape driven by the Great Wealth Transfer and the growing influence of women investors within wealth management. The global program provides advisors with actionable insights, educational content and practical strategies to better engage female clients and address changing expectations around financial planning, portfolio construction and long-term wealth management.
It also offers a series of curated events in Hong Kong, Singapore, the US and Switzerland with Brookfield investment professionals and industry experts, creating opportunities for deeper conversations around private markets, investor behaviour and evolving client trends.
Jeremy Hall, Head of International for Brookfield’s private wealth business, said: “As women continue to play a larger role in shaping wealth outcomes, we’re seeing strong interest for alternatives as part of a long-term investment strategy. Through our Women & Wealth Initiative, we’re committed to helping advisors better engage and educate female investors around the opportunities in private markets today. We brought these results into focus at our recent Women & Wealth events in Hong Kong and Singapore, which proved extremely popular with our local female investors.”