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From PWM Research / Sub-Advisory November 3, 2011

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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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

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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

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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

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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

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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 / Sub-Advisory April 4, 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

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From PWM Research / Sub-Advisory March 3, 2011

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

Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.

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