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Roy Smale, Wellington
From Fund Managers / Distribution July 28, 2020

Wellington confident its long-term strategy will deliver further European growth

Wellington Management fully expects to expand the European footprint of both its sub-advisory business and off the shelf funds, says Roy Smale, its director of Global Wealth Management in Emea, while claiming the Covid crisis is boosting client engagement

David Zahn, Franklin Templeton
From Fund Managers / Profiles February 25, 2020

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Tony Gaughan, Deloitte
From Fund Managers / Distribution December 17, 2019

Digital advances open door to customised approach to asset management

Technology is being used by asset managers to both promote their brands and lower operational costs

Harriet Steele, Hermes
From Fund Managers / Distribution December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

PWM 1219 cover web
From Fund Managers / Distribution December 17, 2019

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

Kevin Barr, SEI Investments
From Fund Managers / Distribution December 16, 2019

SEI identifies partnership potential in far-flung lands

US firm SEI Investments, whose push into wealth management is built around reducing costs for partners, sees greater opportunities in Europe and Asia than back home 

Stuart Parker, PGIM Investments
From Fund Managers / Distribution December 16, 2019

PGIM keeps faith with its ‘village of boutiques’ model

PGIM Investments plans to expand its distribution network in Europe, says CEO Stuart Parker, believing investors value its multi-brand approach

Gerard O'Reilly, Dimensional Fund Advisors
From Fund Managers / Profiles August 27, 2019

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

Honor Solomon, LGIM
From Fund Managers / Distribution August 6, 2019

Legal & General branches out into European retail market

Already a major player in the institutional space, Legal & General Investment Management has been taking great strides in the European retail space

Michael Gruener, BlackRock
From Fund Managers / Distribution December 17, 2018

Broad menu benefits BlackRock but performance remains key

BlackRock’s Emea retail boss Michael Gruener aims to deepen relationships with the firm’s biggest clients while also picking up new business from smaller banks 

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

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