16 PA investment panel Portfolio construction Tim Cockerill , investment director, Rowan Dartington Diane Earnshaw , research and consulting director, Square Mile Investment Consulting & Research 18 Patrick Connolly , certified financial planner, Chase de Vere 30 10 Juliet Schooling Latter , research director, Chelsea Financial Services William Forsyth , principal and head of investment, Charlotte Square Andrew Summers , head of fund research, Investec Wealth & Investment Alan Higgins , CIO, UK, Coutts Emma Wall , head of investment analysis, Hargreaves Lansdown Dan Kemp , CIO, EMEA, Morningstar Investment Management Specialist areas Nick Greenwood , AVI investment trusts Peter Sleep , investment director, Callanish Capital Neil Williams , senior economic adviser, Hermes Investment Management Economics Portfolio construction 28 Macro matters: The IA Latin America sector could face closure just four years after it was launched as the number of funds dwindles, writes Tom Aylott 36 Lipper flow data: The 50 IA funds with the largest inflows and outflows during the past month FE top performers: Each issue, FE Fundinfo selects all of the five FE Crown-rated funds in the IA universe and highlights their three-year performance Trade associations Annabel Brodie-Smith , Communications director, Association of Investment Companies Chris Cummings , chief executive, The Investment Association Alan Dick , chairman, CISI Financial Planning Professional Forum Liz Field , chief executive, The Personal Investment Management & Financial Advice Association 38 30 Head to head: Two Japan watchers – Rebekah McMillan of Neuberger Berman and Asset Value Investor’s Nicola Takada Wood – go head to head on this region that continues to confound investors 32 Fund selector: At a time when large-cap and value-focused stocks have dominated the market, Amaya Assan discovers the IA UK All Companies funds managing to achieve strong long-term returns ‘ We believe in local for local. So while we have hubs across the EMEA region, we believe in having clients covered by local individuals, in local language, who understand the culture’ Hilary Lopez , head of the EMEA third-party wealth business, Goldman Sachs Asset Management March 2025 Portfolio Adviser 5
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