Professional Wealth Management (PWM) presents the 5th annual European Sub-Advisory Summit, a one day event providing insights into the changing dynamics of the European distribution landscape. 

The ban on inducements imposed by the Retail Distribution Review in the UK and looming pan-European regulation moving into same direction is increasingly driving wealth managers towards sub-advisory. Is fund management delegation an effective way for distributors to embed management fees? What challenges do distributors face when going down the sub-advisory route? When is it best to use off-the-shelf funds rather than sub-advisory? What is the added value of creating their own funds and delegating the management of clients’ assets to a carefully selected number of third-party managers? How is the growth of sub-advisory affecting asset managers? 

Leading thinkers and pioneers of the sub-advisory model will answer these key questions and discuss new trends and developments in this space. Panel debates and presentations will focus on how to select best of breed managers, how to blend them in portfolios and which asset classes are most suited to the sub-advisory model. 

Complimentary places, available to senior representatives from insurance companies, banks and fund houses, are strictly limited and subject to approval by the Publisher. 

Keynote Speaker:                           Panel Moderator:

Pascal Duval EMEA Chief Executive Officer Russell Investments

Yuri Bender Editor-in-Chief PWM

Benefits of attending

• Learn how wealth managers are adapting their distribution model to changing regulation
• Discuss with your peers how to increase margins through sub-advisory
• Question experts on manager due diligence process and monitoring techniques
• Deepen your knowledge on the different forms of sub-advisory
• Find out how to create bespoke solutions through sub-advisory
• Hear how to best explain sub-advisory to advisers and end clients
• Network with some of the top personalities in the wealth and asset management industry