PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key
PWM Research

Global asset tracker: Geopolitical risk dominates asset allocators’ outlook

Rising regulation drives growth of sub-advisory
Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Global Asset Tracker: Don’t fear market volatility – plan for it
PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?
Global Asset Tracker - extra charts
PWM’s first annual private banking Global Asset Tracker survey, based on interviews with chief investment officers, heads of asset allocation and chief investment strategists of 35 selected global and regional private banks. Together they manage more than $7.5tn in total client assets globally

Bespoke mandates turn house views into reality
Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow

‘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?

Search for alpha drives rise of sub-advisory relationships
Respondents to PWM’s eleventh annual sub-advisory research survey predict the use of third party managers will continue to grow while expecting an increase in the use of alternative assets

Seeking partners to help lift returns
PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured
Face to face with your sub-adviser
PWM’s ninth annual sub-advisory research survey indicates that rising levels of regulation and a greater focus on transparency are leading to an increase in the delegated approach to asset management
Regulation set to make its mark on sub-advisory
The increased cost of complying with regulations will drive smaller houses to look to third parties to complement their in-house capabilities
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)
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