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?
PWM Research
From
PWM Research
/ Sub-Advisory
September 29, 2014
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
From
PWM Research
/ Sub-Advisory
September 27, 2013
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
From
PWM Research
/ Sub-Advisory
September 25, 2012
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
From
PWM Research
/ Sub-Advisory
November 3, 2011
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
From
PWM Research
/ Sub-Advisory
November 3, 2011
Shining light on the sub-advisory landscape
Our special thanks go to the panel of 40 plus decision makers in private banks, life insurers, wealth and asset managers that have contributed to this 8th annual sub-advisory study. They filled in extensive questionnaires, responded to in-depth interview questions and participated in our annual roundtable.
From
PWM Research
/ Sub-Advisory
November 3, 2011
SEB using sub-advisory to go beyond Ucits universe
Large institutional clients are driving sub-advisory fund growth at SEB, while sections of the retail space look likely to be brought back in-house
From
PWM Research
/ Sub-Advisory
November 3, 2011
Entrepreneurial nature needed for good Syz fit
Swiss banking group Syz and Co is looking to appoint new sub-advisers in a range of innovative asset classes such as high alpha equity products
From
PWM Research
/ Sub-Advisory
November 3, 2011
Skandia enjoying record assets under management
DnB Nor and Goldman Sachs are the only sub-advisers for Norwegian outfit Skandia Fonder, which expects to streamline its fund range in the light of Ucits IV
From
PWM Research
/ Sub-Advisory
November 3, 2011
Euromobiliare brings bespoke products to clients
Italian asset manager Euromobiliare examines the track record and risk management processes of potential partners in order to find a fit
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
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