MSCI’s Wealth Trends 2026: How advisors are repositioning for a volatile world – MSCI Wealth – 1.27.26

MSCI Wealth - Upcoming - MSCI's Wealth Trends 2026 How advisors are repositioning for a volatile world

Overview:
Title: MSCI’s Wealth Trends 2026: How advisors are repositioning for a volatile world
Date: Tuesday, January 27, 2026
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Geopolitical risks and trade tensions are reshaping market sentiment. AI innovation is transforming how data is analyzed and portfolios are constructed. At the same time, clients are demanding more personalized advice and greater exposure to private assets. What does this mean for wealth managers in 2026?

Join MSCI’s Global Head of the Wealth Management Client Segment, Alex Kokolis, as he discusses the findings of MSCI’s 2026 Wealth Trends Report, drawing on insights from more than 250 global wealth managers.

Highlights include:

  • How advisors are reassessing risk and shifting allocations beyond U.S. borders
  • Where wealth managers see both opportunity and challenge in AI adoption
  • The growing role of specific private market asset classes in portfolios

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:
Alex Kokolis Alex Kokolis Managing Director, Global Head of Wealth Management Client Segment MSCI Inc.

Alex Kokolis is the Managing Director and Head of the Wealth Management Client Segment at MSCI, overseeing product strategy and market activities for wealth managers. He ensures MSCI’s product development aligns with client needs, supporting investment solutions, risk monitoring, and financial advisor adoption. Previously, he led investment product and technology development at Merrill Lynch, UBS, and Wilmington Trust, focusing on advisor tools and digital client experiences. He holds an MBA in global management and strategy, as well as a bachelor’s degree in finance from Rutgers University.

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