iCapital Surveyed Financial Advisers on Asia Market Trends

Financial advisers in Hong Kong and Singapore reported changing needs for analytics and compliance support.

Updated on Oct. 7, 2026 in Financial Planning

Bold flat-color editorial illustration, showing ascending geometric pillars, symbolizing structured financial analytics and institutional risk management strategy.
A new iCapital survey of financial advisers in Hong Kong and Singapore reveals a pivot toward advanced analytics tools and compliance support amid a cooling regional economic climate. AI Illustration. Upload story photo >

Live Poll

Do you trust that your financial adviser has the right tools to manage your investments?

A new iCapital survey of financial advisers has revealed shifting operational priorities among professionals in Hong Kong and Singapore. The report highlights a growing demand for advanced analytics tools as advisers navigate complex regulatory environments in Asia.

Why it matters

Economic sentiment in Asia has experienced the sharpest decline of any region surveyed, forcing financial advisers to seek better tools to serve clients. Improved risk analytics and compliance support are now essential for managing investments at scale in this challenging climate.

Demand for risk and performance analytics tools rose 22% among Asia-based advisers, while interest in private credit declined 23%. Additionally, regulatory concerns increased by 15% across the cohort of 62 respondents.

The players

iCapital

This global financial technology company specializes in providing access to alternative investments and manages an annual survey of financial professionals.

The details

The survey of private banks, IFAs, and family offices found that two thirds of advisers prioritize advanced education in alternative investments. While client reporting difficulties decreased by 18%, the broader market climate indicates a pivot toward risk management over specific credit interests.

Timeline

  1. In 2025, private credit was identified as a leading area of interest for financial advisers.

  2. Over the next 12 months, more than a quarter of advisers plan to increase their alternative asset allocations.

Market Dynamics

This trend confirms the ongoing shift in institutional demand for private market analytics as firms move to consolidate digital infrastructure. It reflects a broader transition toward tech-enabled wealth management as traditional asset classes face heightened regional economic volatility.

Retail and high-net-worth investors may see improved service quality as advisers adopt better risk analytics and reporting technology. These operational upgrades are intended to help advisers better manage complex portfolios during periods of economic uncertainty.

The takeaway

Advisers are increasingly focused on leveraging data-driven insights to manage complex alternative assets in a volatile economic environment. Investors should expect their advisers to prioritize enhanced digital support and regulatory compliance to protect their long-term interests.

Further reading

Learn more about evolving wealth management strategies on the Financial Planning section.

Source note: This article includes information reported by Fund Selector Asia.

Live Poll

Do you trust that your financial adviser has the right tools to manage your investments?