When going ‘outside’ has to make sense

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From Archive 01 July 2008

By Elisa Trovato

Elisa Trovato grills the nine-strong PWM panel about what it takes to keep the sub-advisory relationship going strong, and how a company’s commitment to its fund management delegation decisions is ultimately for the benefit of the client

Experts at the table

Sub-advisory roundtable, June 2008, London, UK. Participants:

Philip Glaze, Chief Investment Officer, Multi-manager, HSBC Global Asset Management

Ian Hale, Director, Collective Investments, Barclays Wealth

Matt Mack, Head of UK Third Party Distribution & Alternatives, Goldman Sachs Asset Management

James Millard, Chief Investment Officer, Skandia Investment Group

Alan Mudie, CEO, Oyster funds – Bank Syz & Co.

Lance Peltz, Director, Head of Investment Management and Guidance (EMEA Pac), Merrill Lynch

Jaime Perez Maura, Fund Selection Director, Allfunds

Nick Phillips, Head of Third-Party Distribution EMEA, Goldman Sachs Asset Management

Georges Wolff, Head of Fund Manager Selection, ING Private Capital Management

Panel Moderator: Elisa Trovato, Assistant Editor, PWM, FT Business

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