Asset managers looking for higher transparency and exclusivity of distribution are finding the sub-advisory approach gives access to boutiques and helps them stand out from rivals
Fund Managers

Sub-advisory opens door to niche managers and bespoke products

Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction

M&A on the rise as asset managers battle falling revenues
A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities

Vanguard passionate about driving down costs in asset management
Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

External assets central to Generali’s expansion drive
Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

Aberdeen says fund houses must digitise
Aberdeen CEO Martin Gilbert believes a diversified fund offering and the firm’s recent cost-cutting drive will mean a change in fortunes

Funds and fintechs find Luxembourg an attractive base
Asset managers have long been using Luxembourg as a base for cross-border fund distribution but the Grand Duchy has found a new lease of life as a haven for tech-based start-ups

Technology fundamental to the rise of smart beta strategies
Technology has proved to be a driving force behind the rise of smart beta, both in terms of developing the strategies themselves and in distributing the products that put them to use

Clients warming to Sarasin’s two-pronged thematic process
Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters

BlackRock’s boots on the ground build local presence
A recruitment drive in its growth markets is allowing BlackRock to build partnerships with more domestic firms, according to Emea boss Alex Hoctor-Duncan, while reporting rising demand for products offering income
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
Join our community
|
|
|
|
|
