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

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

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?

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

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

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

The increased cost of complying with regulations will drive smaller houses to look to third parties to complement their in-house capabilities

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.