In this section of PWM we test the performance and volatility of two investment strategies using model portfolios. Each month we look at two distinct approaches – one global and one European.
Archive
From
Archive
Fund groups forced to re-define their role
The tenuous state of Europe’s institutional market is driving more and more fund groups to move into wealth management in the hope of regaining profitability.
Fund groups active in Continental Europe are busy re-adjusting their sales strategies. A combination of factors including prohibitive pension regulations, the advent of the euro, lower commissions for private client brokers, a lack of state contribution to workers’ long-term savings and questionable management of assets by large financial institutions have given a boost to fund distribution and sub-advisory opportunities.
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
