The Right Intermediary Partners
Forming strategic relationships with the right partners is to critical gathering assets across regional and global markets, both institutional and retail. Across the globe, different channels exist for different investor types and investment products. Learn which gatekeepers are most important to your market expansion efforts.
Cerulli’s Outlook for Global Expansion
Tap into the Intermediaries That Will Determine Your Market Success
United States
Winning assets from the largest U.S.-based institutional asset pools will require managers to play by the rules of the largest global investment consultants. Foreign and emerging managers may be better served by tapping into the growing stable of specialized outsourced chief investment officer (OCIO) providers.
Europe
While banks, both private and retail, remain the largest distribution channels in the wholesale segment in Europe, managers are turning their sales focus on business-to-business (B2B) platforms over the next 12-24 months.
Asia Pacific
Amid the growing acceptance of online platforms and the increasing use of the direct channels in some Asian markets, the marketshare for banks experienced a slight decline. This trend has forced managers to adopt or step up their adoption of digital channels.
Determine Which Intermediaries You Need to Engage
Use our guidebook as your knowledge passport
Explore More Criteria for Successful Expansion
Meet Our Subject Matter Experts
Connect with us
Jared F. Baucom
Managing Director, Global Sales & Marketing
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Jared F. Baucom
Managing Director, Global Sales & Marketing
Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.
Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.
Full biography here.
Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
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Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.