Wealth Management Trends: Direct Lending

Howard Corey

Senior Analyst

Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.

Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.

Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.

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Apr 29, 2022

This whitepaper tackles direct lending and explores what drives client demand, why wealth managers should offer lending solutions, solutions available to clients, and the risks.

The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies, including direct lending strategies, direct indexing, cryptocurrencies, and access to alternative investments such as hedge funds and private equity. Wealth managers must educate themselves on these new investment products and strategies to understand how they will impact not only their business but also client portfolios and balance sheets.

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