German fund market Archives - Gerle Financial Communications

Asset Manager Survey 2024: What are the biggest challenges for foreign fund managers in Germany?

Client-specific requirements (25%), Germany’s decentralised structure with its various financial centres (19%) as well as fund information in German and access to distribution partners (18% each) are the biggest challenges for foreign investment companies in the German market. Fund-related regulation (9%) and recruiting of qualified staff (7%), on the other hand, pose fewer hurdles.

Only three out of ten fund managers plan to offer more so-called “article 8 funds” by the end of this year, but only 15% will increase their offering of article 9 or impact funds.

The proportion of women has increased at half of the foreign fund houses, while it has not changed for 43%.

Four years after the outbreak of the COVID pandemic, the rules for working from home have changed. Three quarters of respondents are once again working more days from the office than from home.

These are the key findings of the annual online survey “Biggest challenges for foreign fund managers in the German market”, conducted by Gerle Financial Communications, a specialised communications consultancy for the financial services sector. 28 representatives from foreign fund companies, external sales representatives (Third Party Marketers) and service providers for the fund industry took part in the survey in March 2024. It was the fifth survey of its kind. (more…)

Pacific Asset Management and Coolabah Capital forge new strategic partnership

Pacific Asset Management, the London-based asset manager and Coolabah Capital Investments, a leading global active credit fund manager, today announce the launch of the Pacific Coolabah Global Active Credit Fund.…

Pacific Asset Management appoints Mary Murphy as Global Head of Institutional Sales

Pacific Asset Management (PAM), an independent asset manager based in London, has appointed Mary Murphy as Global Head of Institutional Sales. In this role, Ms Murphy will also be responsible…

GFC Podcast episode 11: One year after the raid at DWS – what has become of the greenwashing investigations?

Today, 31 May 2023, it is exactly one year since the public prosecutor's office in Frankfurt am Main raided the offices of DWS and Deutsche Bank in Frankfurt. The reason…

Algebris Investments expands in the DACH region

[:de]Algebris Investments hat die Eröffnung eines Büros in Zürich angekündigt, um Kunden in Deutschland, Österreich und der Schweiz (DACH) vor Ort zu betreuen. Zum CEO des Zürcher Büros wurde Johannes Wettstein ernannt, der im Mai 2021 als Leiter der DACH-Region von der UBS zu Algebris kam. Wettstein wird unterstützt von Karolyn Krekic, die als Business Development Director für die DACH-Region zum Unternehmen stieß.

Survey: The biggest challenges for foreign fund companies in Germany in 2021

Germany’s decentralised structure with its different financial centres, access to distribution partners, fund-related regulation and Working from Home (WfH) as well as specific requirements from clients are the biggest challenges for foreign fund companies in the German market. Compared to the respective home markets of the asset managers, regulation in Germany causes considerably more work. These are the main findings of the survey “What hurdles do foreign fund houses have to overcome in the German market?” – the second after 2020 – which was conducted by the specialised communications consultancy Gerle Financial Communications (GFC).

Representatives of 18 companies that work for or provide services to foreign fund houses, mainly in Sales, took part in the online survey in February and March of this year. Participating firms came from Europe (twelve firms), North and South America (five) and Asia (one firm). Eight of the participants (44%) have been present on the German market for more than five years, three (17%) between three and five and four (22%) between one and three years. Three companies (17%) have only become active on the German market in the past twelve months. (more…)