Wealth management is in a post-product, post-service stage of development – it is now a design industry. In a highly competitive marketplace, where products are widely and cheaply available, offering a differentiated experience means delivering best-of-strategies solutions for specific client needs. This session explores key challenges and opportunities in multi-asset, multi-manager portfolio construction that practitioners should be thinking about, given the whole is greater than the sum of its parts!

Angela Ashton, Michael Furey, Chris Hestelow, Scott Welch