Private Banking in Europe: Evolving Product Demand & Service Models
June 18, 2020
Private banking is one of the most promising distribution channels for asset managers in Europe.
Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.
Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.
Full biography here.
Private banking is one of the most promising distribution channels for asset managers in Europe, but it is changing in concert with clients’ evolving needs. Join Cerulli’s Fabrizio Zumbo, associate director, for views on how European private banks are enhancing their environmental, social, and governance (ESG) offerings and value propositions, the increasing adoption of exchange-traded funds (ETFs) in their clients’ portfolios, and how they are navigating the realm of alternative investments.
This presentation addresses:
- European private banks’ ESG value proposition and their clients’ evolving needs
- The increasing adoption of ETFs in European private banks’ clients’ portfolios
- European private banks’ use of alternatives
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