Institutional asset management requires adept navigation of complex sales dynamics. Enter the consultant relations expert, who is tasked with engaging investment consultants, and the relationship manager, who is responsible for cultivating direct...

2Q24 Coalition Index Investment Banking revenues increased by 15% YoY.

Transaction Banking Revenues experienced a downturn in 1H24, driven by a slowdown in Cash Management, coupled with a marginal decline in Trade Finance.

Securities Services Index Revenues increased marginally in 1H24 driven by growth in Asset under Custody/Administration and higher fees owing to better equity markets along-with lower growth in Net Interest Income.

A state of the market update covering investor preferences & imperatives, as well as how asset managers can remain focused in challenging markets and offer a differentiated value proposition.

As the industry grapples with the pressure to deliver differentiated and high-performing products, at ever lower costs, managers must make critical decisions about which products to develop, enhance or retire.

With institutional investor demand preferences signaling continued elevated appetite for all things "private", the number of traditional managers building or buying privates capabilities has remained brisk, even in the face of increased market share...

To approach the European asset management sector as a simple extension of its North American cousins – subject to the same trends, challenges, and preferences – has long been a reductive failure in corporate strategy. Au contraire, the European...

Against a backdrop of diverse investor preferences, managers are faced with the imperative to craft compelling narratives and effectively communicate their value proposition in order to win business.

Technology innovations, improved data analytics and other advances have provided asset managers with a robust toolset to improve service quality and deliver 'Service Alpha'. But what does the next-gen service model look like and can it create...