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Investment management and private equity

Explore perspectives on markets trends, how business and product models are evolving, the impact of private markets on the industry, and the strategic choices shaping the years ahead. 

Signals shaping the future

Deloitte’s research analyzes the developments across the investment management ecosystem, including asset management, private equity, hedge funds, sovereign wealth funds, asset servicing, and institutional investing.  

Deloitte’s IndustryAdvantage approach connects market data with perspectives to identify emerging risks, opportunities, and inflection points.   

Explore insights and discover how Deloitte is looking at the future of investment with foundations built on confidence, connection, and clarity. 

Our thinking

From ambition to execution: Wealth management technology

The WealthTech report shows how wealth managers are modernizing technology to improve advisor productivity, client experience, and efficiency. Based on global executive interviews, it highlights six themes shaping COO and CTO priorities and execution.
Perspective
5 minute read

Designing operating models for retail alternatives

Retail alternatives are booming thanks to new products and platforms that are driving rapid expansion. Now, investors have easier access to assets once reserved for institutions.
Perspective
7 minute read

Technology and data strategy for private markets

Learn how investment data analytics and private equity software can help drive value across the investment lifecycle and transform operations with next-gen technology solutions.
Perspective
7 minute read

Global Asset Servicing Survey 2025

A look at building resilience and responsiveness through targeted tech investments, automation, and organizational change to stay competitive.
Perspective
5 minute read

Performance Magazine

A tri-annual global publication covering hot topics of interest to Investment Management professionals
Collection

2025 investment management outlook

Elevated risks and rewards will come depending on how investment management firms navigate change and use emerging technologies.
Article

Growth in funds, and assets drives SWF's landscape

Much has been written about the resurgence in Sovereign Wealth Fund (SWF) activity over the past two years. New SWFs are being established around the world, existing funds have made highprofile acquisitions, and the value of assets under management continues to hit fresh highs.

The Family Office Insights Series: Defining the Family Office Landscape, 2024

The family office landscape is evolving rapidly, driven by new wealth dynamics and global expansion. This edition of the Family Office Insight Series delves into the world of family offices—what they are, how they are increasing in number, their future, approaches to hiring and board membership, and much more. It offers fresh insights into their growing presence, asset base, and impact, as well as what makes a family office successful.
Service

Deloitte Private Equity

The private equity industry moves quickly. Our teams around the world work with private equity leaders and their portfolio company management teams on their unique paths to build strong businesses – to assess, execute and, ultimately, harness the full potential of a big idea.
Industry
10 minute read

Increasing retail client exposure to private capital investing

Investment management firms can unlock growth by connecting US and EU retail investors to private assets through existing product structures
Article

Investment managers could unlock a US$11 trillion market opportunity through active ETF growth

More investors are flocking to active exchange-traded funds and away from mutual funds, signaling the continuation of this fundamental shift
Article

Unlocking a potential US$3.8 trillion opportunity for private equity firms

Here's how private equity firms facing liquidity challenges can thrive in the next five years.
Article

Connect with our Investment Management team

Julia Cloud

Julia Cloud

Global Investment Management Sector Leader | Tax Partner
+1 312 486 9815
Emma Cox

Emma Cox

Global Private Equity Leader
+44 (0)20 7007 0635

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Banking & Capital Markets

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Insurance

Stay informed with Deloitte's insurance research and insights on emerging trends, evolving risks, and industry opportunities.
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Real Estate

Deloitte's real estate research, market data, and industry perspectives look at the trends influencing investment and growth decisions.
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