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From PWM Research February 27, 2017

Private banks braced for higher volatility

Wealth managers are expecting higher volatility in 2017 and believe portfolio diversification is the best way to mitigate it

Chart 1 - volatility
Paul Donovan, UBS
From PWM Research / Asset Allocation February 27, 2017

Global asset tracker: Geopolitical risk dominates asset allocators’ outlook

PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key 

Didier Chan-Voc-Chun, UBP
From PWM Research / Sub-Advisory January 4, 2017

Rising regulation drives growth of sub-advisory

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation February 18, 2016

Global Asset Tracker: Don’t fear market volatility – plan for it

PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?  

From PWM Research / Asset Allocation February 18, 2016

Global Asset Tracker - extra charts

PWM’s first annual private banking Global Asset Tracker survey, based on interviews with chief investment officers, heads of asset allocation and chief investment strategists of 35 selected global and regional private banks. Together they manage more than $7.5tn in total client assets globally

Martin Mlynar, Corestone
From PWM Research / Sub-Advisory October 5, 2015

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

PWM 0915 cover
From PWM Research / Asset Allocation August 25, 2015

‘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
From PWM Research / Sub-Advisory September 29, 2014

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
From PWM Research / Sub-Advisory September 27, 2013

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

From PWM Research / Sub-Advisory September 26, 2012

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

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