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 Research

Search for alpha drives rise of sub-advisory relationships

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
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.

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

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

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

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

Bright future in a challenging climate
Firms giving mandates are looking for long-term strategic partnerships, as the uncertain economic environment provides an impetus to sub-advisory business
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 (February/March 2021)
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