Professional Wealth Managementt

Home / PWM Research / Sub-Advisory

Sub-Advisory

images/article/3508.photo.2.jpg
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

images/article/3507.photo.2.jpg
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

images/article/3506.photo.2.jpg
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

images/article/3505.photo.2.jpg
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

images/article/3504.photo.2.jpg
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 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

images/article/3139.photo.2.jpg
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

images/article/3105.photo.2.jpg
From PWM Research / Sub-Advisory February 3, 2011

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

German real estate has long been a popular asset class among the country's retail investors, but the word is now spreading to international institutions, family offices and wealthy private clients.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019