The emergence of ‘privileged partnerships’, where sub-advisers run multiple mandates, is a key trend to emerge from PWM’s 15th annual survey of the process

Sub-advisory mandates can offer tailored solutions to meet advisers’ needs and higher levels of transparency which in turn increases trust

Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector

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

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

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’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

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