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

Recent market turmoil is forcing banks and insurance companies to focus on what they do best, and leave the rest to sub-advisers. Elisa Trovato explains how niche asset managers have come to save the day

Now in its fifth year, PWM’s European sub-advisory annual survey can count on a well established and diversified panel of decision-makers of major retail and private banks, insurance companies and fund houses. This year we have also extended the geographical coverage of the study.

Austrian firm wants its clients to get a well-established product right away, writes Elisa Trovato

The multi-boutique approach adds style and interest to the process of alpha generation