Case study: Collaboration and competition in an open architecture world

The once dominant model of vertical integration has given way to a new landscape of open architecture, in which licensees, advice firms, platforms, researchers and asset managers are willing to share revenue and collaborate to achieve better client outcomes. This session examines how the global wealth management trends of personalisation and ‘portfolio over product’ are playing out in the context of Australian managed accounts and goes behind the scenes of a historic commercial deal.