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Distribution

Jose Cosio, AllianceBernstein

Sub-advisory to help realise AllianceBernstein’s ambitions

Effective client engagement is key to AllianceBernstein’s Emea strategy, with the sub-advisory channel providing a particular area of interest

Rob Harris, Majedie

Majedie mindset thrives on breaking free from benchmarks

Smaller investment firms are liberated by being able to take an unconstrained approach to investing, explains Rob Harris of London-based boutique funds house Majedie

Campbell Fleming, Aberdeen

Aberdeen-Standard Life tie-up a ticket to giants’ playground

The merger between Aberdeen and Standard Life should  provide a more diversified service to clients, believes Campbell Fleming, the man chosen to run the sales side  

Lee Gardhouse, Hargreaves Lansdown

Size isn’t everything as fund performance beats brand

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Stéphane Corsaletti, ABN Amro Investment Solutions

Sub-advisory opens door to niche managers and bespoke products

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

Beverley Sharp, Mercer

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 

Christian A. Edelmann web

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

Marty Dobbins, State Street

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

Manuela Sperandeo, iShares

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

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 

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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