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.
PWM Research
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
From
PWM Research
/ Sub-Advisory
November 3, 2011
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
From
PWM Research
/ Sub-Advisory
November 3, 2011
Redefining emerging markets
By Kathryn Koch, senior portfolio strategist at Goldman Sachs Asset Management
From
PWM Research
/ Sub-Advisory
November 3, 2011
Bringing excellence through strategic partnerships
PWM invited leading players from the sub-advisory arena to discuss the impact of recent market turmoil and how to make partnerships last
From
PWM Research
/ Asset Allocation
October 17, 2011
Finding opportunity in market volatility
Institutional investors are streamlining their decision making process so that they can rise to the investment opportunities thrown up by market turmoil. Ceri Jones reports
From
PWM Research
/ Sub-Advisory
April 5, 2011
Combined pressures driving the decision to outsource
As private banks increasingly seek the expertise of third parties for advice on portfolio construction, there are opportunities for consulting firms to step into the picture
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)
Join our community
|
|
|
|
|
