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.
Sub-Advisory
From
PWM Research
/ Sub-Advisory
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
From
PWM Research
/ Sub-Advisory
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
From
PWM Research
/ Sub-Advisory
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
From
PWM Research
/ Sub-Advisory
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
From
PWM Research
/ Sub-Advisory
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
Redefining emerging markets
By Kathryn Koch, senior portfolio strategist at Goldman Sachs Asset Management
From
PWM Research
/ Sub-Advisory
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
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
From
PWM Research
/ Sub-Advisory
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
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