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Sub-Advisory

Didier Chan-Voc-Chun, UBP
From PWM Research / Sub-Advisory January 4, 2017

Rising regulation drives growth of sub-advisory

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Martin Mlynar, Corestone
From PWM Research / Sub-Advisory October 5, 2015

Bespoke mandates turn house views into reality

Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow

Gian Maria Mossa, Banca Generali
From PWM Research / Sub-Advisory September 29, 2014

Search for alpha drives rise of sub-advisory relationships

Respondents to PWM’s eleventh annual sub-advisory research survey predict the use of third party managers will continue to grow while expecting an increase in the use of alternative assets

PWM 1013 Cover
From PWM Research / Sub-Advisory September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

From PWM Research / Sub-Advisory September 26, 2012

Face to face with your sub-adviser

PWM’s ninth annual sub-advisory research survey indicates that rising levels of regulation and a greater focus on transparency are leading to an increase in the delegated approach to asset management

From PWM Research / Sub-Advisory November 3, 2011

Regulation set to make its mark on sub-advisory

The increased cost of complying with regulations will drive smaller houses to look to third parties to complement their in-house capabilities

From PWM Research / Sub-Advisory November 3, 2011

Shining light on the sub-advisory landscape

Our special thanks go to the panel of 40 plus decision makers in private banks, life insurers, wealth and asset managers that have contributed to this 8th annual sub-advisory study. They filled in extensive questionnaires, responded to in-depth interview questions and participated in our annual roundtable.

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From PWM Research / Sub-Advisory November 3, 2011

SEB using sub-advisory to go beyond Ucits universe

Large institutional clients are driving sub-advisory fund growth at SEB, while sections of the retail space look likely to be brought back in-house

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From PWM Research / Sub-Advisory November 3, 2011

Entrepreneurial nature needed for good Syz fit

Swiss banking group Syz and Co is looking to appoint new sub-advisers in a range of innovative asset classes such as high alpha equity products

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From PWM Research / Sub-Advisory November 3, 2011

Skandia enjoying record assets under management

DnB Nor and Goldman Sachs are the only sub-advisers for Norwegian outfit Skandia Fonder, which expects to streamline its fund range in the light of Ucits IV

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