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Jamie Black, Sarasin

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 

Alex Hoctor-Duncan, BlackRock

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 

Jonathan Willcocks, M&G Investments

M&G reports huge appetite for multi-asset solutions

Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground

PWM 0915 cover

‘Global gorillas’ reach for the stars

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?

Nick Lyster, PGI

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

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

Jim Jessee, MFS

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

Matt Shafer, Natixis

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

Yves Perrier, Amundi

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

Mark Mobius, Templeton

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

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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