Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?
Fund Managers
From
Fund Managers
/ Distribution
June 11, 2015
Principal Global Investors senses opportunity amid sub-advisory surge
The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target
From
Fund Managers
May 18, 2015
Dig deeper to unearth cream of funds crop
It is not always possible to carry out full in-depth due diligence on a portfolio manager, but it is essential that advisers go beyond merely screening past performance before recommending funds to clients
From
Fund Managers
/ Distribution
May 12, 2015
Big-brand mindset has all of MFS playing same tune
MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand
From
Fund Managers
/ Distribution
March 9, 2015
Durability of multi-affiliate model holds sway at Natixis
Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK
From
Fund Managers
/ Distribution
March 3, 2014
Innovation adds sparkle to Perrier’s fund factory at Amundi
Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm
From
Fund Managers
/ Profiles
September 25, 2013
Templeton’s Mark Mobius focuses on bigger picture
Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China
From
Fund Managers
/ Profiles
May 30, 2013
Widening the net to make commodities pay
Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index
From
Fund Managers
/ Distribution
April 8, 2013
La Française strives to make equities more palatable
Nervous investors are wary of making the jump from bonds to equities, says La Française’s Patrick Rivière, but regular dividend payouts and exposure to emerging markets can help settle nerves
From
Fund Managers
/ Distribution
February 28, 2013
Building partnerships between fund houses and distributors
Private banks following the guided architecture approach face a number of challenges when selecting fund groups, but both sides must be fully transparent and work together if the relationship is to prosper
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Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.
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