Tom Whateley

Tom Whateley

Associate Director, Customised Portfolio Solutions Russell Investments

Main Day 1 | 16th September

12:10 PM Fire Side Chat: Building Bespoke Fund Structures: How can you operationalise custom multi-asset and alternatives portfolios for private wealth clients and institutional allocators leveraging DMA platforms?

  • Combining liquid, semi-liquid and illiquid exposures within a single portfolio
  • Structuring vehicles (funds vs segregated mandates vs structured solutions)
  • Managing the operational complexity of implementation and scalability
  • Balancing liquidity constraints with client expectations

Check out the incredible speaker line-up to see who will be joining Tom.

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