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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

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

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

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A proactive approach to maximising returns

Institutional investors across Europe are grappling with how best to turn volatility from risk into opportunity. Ceri Jones reveals the results of our investor survey

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Combined pressures driving the outsourcing of fund manager selection

Mercer has traditionally focused on institutional investors but the consulting firm believes private banks will increasingly seek the expertise of third parties for advice on portfolio construction. Elisa Trovato reports

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Evolution and innovation in the ousourcing arena

PWM’s second annual European Sub-Advisory Summit, held in Paris in November, invited many of the leading players in the industry to discuss what is driving the growth of the business. Elisa Trovato reports

Finding the best talent at an acceptable price

Elisa Trovato directs a discussion on the developing issues in the sub-advisory arena. Eight leading players reveal the factors driving outsourcing, the importance of cost in the decison to sub-advise and opportunities in the Ucits III hedge fund space.

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Private banks seek help as they follow alternative path

 
Nick Phillips, Goldman Sachs Asset Management

Goldman Sachs Asset Management’s Nick Phillips tells Elisa Trovato why private banks moving into hedge funds are looking to form partnerships with companies armed with well-resourced research teams

The search for specialist partners

Investec: finding bespoke solutions

The desire for greater transparency, control over investments and bespoke solutions in the hedge fund space drove private bank Investec to sign sub-advisory agreements with two large firms, Goldman Sachs Asset Management and JP Morgan Asset Management, explains Andrew Summers, global head of product and research at Investec private bank in London. The two firms will each run a hedge fund multi-strategy mandate.

New mandates hint at a bright future

In this seventh annual PWM sub-advisory survey, 50 decision makers at private banks, life insurers, wealth managers and asset management companies were asked to give their insights into the European sub-advisory business.

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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