‘Alternatives haven't delivered in times of fear’

Four of this year’s Wealth Manager Top 100 winners about their experience of fund selection during the Covid-19 pandemic. One area of disappointment seemed to be in their allocation to alternative investments. In our Top 100 survey this year, the average allocation to alternatives stood at nearly 10%. Speakers in this debate included Richard Philbin from Wellian Investment Solutions, Sophie Kennedy from EQ Investors, Paul Surguy, from Kingswood, and Mona Shah, Stonehage Fleming.