Manager News – March 2019
April 8, 2019
Manager News – May 2019
June 1, 2019

Manager News – April 2019

Columbia Threadneedle European Equities:

Mark Heslop has left Columbia Threadneedle, where he was responsible for their European Smaller Companies fund, to join Jupiter Asset Management and launch their European Smaller Companies fund later this year.

 

Janus Henderson Global Emerging Markets:

Following the departure of Glen Finegan, the Head of Global Emerging Markets Equities at Janus Henderson, the remaining four portfolio managers on the Global Emerging Markets team will leave the firm.  Stephen Dean, Nicholas Cowley, Michael Cahoon and one more member of the team will continue to manage the Janus Henderson Emerging Markets Opportunities fund, as well as other mandates they are responsible for, until November 2019.

 

Jupiter European Equities:

Alexander Darwall, the manager of the Jupiter European fund has announced he will be stepping back from running a number of mandates, including the European fund, with Mark Nichols hired from Columbia Threadneedle to replace him.  Darwall will remain with the firm after this transition and will continue to manage the Jupiter European Opportunities investment trust.

 

Jupiter UK Smaller Companies:

Jupiter Asset Management has hired Matt Cable to take over their UK Smaller Companies fund, following the departure of James Zimmerman.  Richard Curling, a former manager, will resume day-to-day responsibility for running the fund until Cable joins later this year.

 

Sanford Deland UK Equity:

Rosemary Banyard is to leave Sanford DeLand later this year, where she was responsible for managing the CFP Sanford DeLand Free Spirit fund, having joined the firm in 2016.  Andrew Vaughan will work closely with Banyard over the next six months in anticipation of her departure to ensure a smooth transition on the fund.

 

Merian Global Investors Fixed Interest:

Merian Global Investors has taken back control of its Total Return Bond fund from Janus Henderson, which Bill Gross managed until his retirement in February of this year.  The fund will be renamed the Merian Global Dynamic Bond fund and be managed by Merian’s Head of Fixed Income Mark Nash and Nick Wall, who will instigate a number of changes to the vehicle’s investment approach.

We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD