CH&Co. Market Insights on External Asset Managers

This Market Insights Report combines the expertise and research of CH&Co. as well as insights provided by External Asset Managers (EAMs), custodian banks, and Information Technology providers. It offers a broad overview of the Swiss EAMs landscape as well as an analysis of the potential competitive edge brought by a firm’s technological positioning. This report also provides insights on criteria chosen by EAMs when selecting a custodian and a deeper study of the PMS architecture. Finally, this study sheds light on current pricing best practices between custodian banks and EAMs.

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