Wealthwise: Rosie Duffell on Liquid Alternatives, Client Relationships and the Future of Distribution

In the interview, Rosie highlights the increased focus among wealth managers on strategies that can diversify traditional equity and bond portfolios while maintaining transparency and liquidity. She discusses how ongoing geopolitical, economic and policy uncertainty is reinforcing demand for uncorrelated return streams and robust risk management.

Rosie also explores how liquid alternatives can be used to address specific portfolio challenges, whether as diversified core allocations or more targeted sources of alpha. She notes the growing interest in customised solutions, including segregated mandates and tailored exposures, as investors seek greater flexibility and control over portfolio construction.

Reflecting on client engagement, Rosie emphasises the importance of building long-term relationships based on transparency and alignment of expectations. She notes that alternatives are best suited to investors who understand how strategies are designed to behave over the medium term and value access to investment insight as well as performance.

Looking ahead, Rosie expects the asset management industry to become increasingly specialised, with greater demand for tailored solutions, transparency and implementation-focused advice. She believes successful managers will be those that remain focused on solving client problems rather than simply offering products.

The full interview with Rosie, including her views on liquid alternatives, client communication and the future of asset management distribution, can be accessed on the Wealthwise website here.