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Open Architecture Solutions For Bank-based, Wealth Management
Helping Banks Make Informed Decisions And Negotiate The Right Terms

Winslow Capital Group, LLC helps banks make the right decisions regarding open architecture in a bank wealth management setting.

Helping your organization better develop its ability to compete, gather assets and control overhead by developing an open architecture access to outside investment managers is one of the ways Winslow Capital Group, LLC can help. We work with you to design, review, implement, monitor and manage a successful open architecture offering, whether you desire SMA / UMA / Overlay / UMH; integrated with your system of record, custody option and internal and external reporting capability.

If you are considering working with outside managers, a turn-key-asset management solution (TAMP), or a point solution configuration to enhance your asset gathering and provide your clients with access to best-of-breed, world-class institutional investment managers, Winslow Capital Group, LLC brings the resources and professional experience to the table to deliver the right open architecture solution for your organization.

We are in a position to help you navigate:

the critical distinctions between and implications of SMA / UMA / Overlay / UMH / TAMPs / Point Solution Models.
competitive price analysis of and negotiation with your vendor(s).
making an informed decision on "unbundled versus bundled" service providers.
a discussion about the ongoing evolution of the industry and the impact on your decisions today.
manager selection and monitoring.
performance & attribution.
product positioning relative to existing, internal bank offerings.
working with your existing portfolio management staff to correctly incorporate and internally position an Open Architecture / SMA / UMA / Overlay / UMH offering.
address sales compensation structure relative to an Open Architecture / SMA / UMA / Overlay / UMH offering.
review options for

due diligence
interface with your bank' accounting vendor & custodian
proposal platforms
overlay function
individual managers versus the use of models
reducing trading friction and execution costs
reducing embedded fees and concessions
formalized adoption & implementation plans
review and amendment of compensation plans