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Leonardo Brenna, UBS Global Asset Management

Money market funds feel force of EU clampdown

Upheaval in the European money market fund sector seems inevitable with the very existence of these products threatened by new regulations, while US-based funds could be handed a big advantage

Peter Preisler, T. Rowe Price

Regulation impacts sub-advisory growth

Leading figures from the fund management world discuss the changing dynamics of the European distribution landscape and the rationale for outsourcing assets to sub-advisers

Marc Saluzzi, Alfi

AIFMD to add an alternative string to Luxembourg’s bow

Alfi chairman Marc Saluzzi discusses the state of the fund industry and what the AIFMD directive will mean for marketing alternatives across borders

Catherine Tillotson

Reputations take a pounding from regulators’ firing squads

The damage to banks reputations from scandals will make it harder for these institutions to secure private client business

RDR raises questions for family office market

With the Retail Distribution Review set to demand changes to the platform regime in the UK, family offices in the country must adapt their business models

Catherine Tillotson

M&A boom a sign of the times

Tougher regulation around the world is driving consolidation within the wealth management market

Culture and the cross-referral conundrum

Enhanced regulations will force financial institutions to look at bringing their wealth management and investment banking teams closer together, but the culture within the firm must be right for this approach to succeed

Michel Longhini, UBP

Regulation drives rise in IT outsourcing

With private banks having to comply with increasing levels of regulation, many are finding that outsourcing IT operations is more cost-effective than developing in-house solutions

Taxing times for offshore assets

Aggressive new tax initiatives are targeting cross-border wealth, but will clients declare their assets voluntarily, or play hard to get?


Switzerland learns to adapt to increased regulation

Increasing levels of regulation, especially from the US, are forcing the Swiss to make significant adjustments to preserve their status as a leading financial centre


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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