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PWM Research

Martin Mlynar, Corestone

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

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‘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?

Gian Maria Mossa, Banca Generali

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

PWM 1013 Cover

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.

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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

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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

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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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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