Manager News – November 2019
November 29, 2019
Manager News – January 2020
February 6, 2020

Manager News – December 2019

M&G Asian:

M&G has appointed its co-head of Asian Pacific equities Dave Perret manager of its Asian fund, as well as the Luxembourg mirror version.  Former manager Alastair Bruce will focus on his responsibilities as member of the company’s Global Emerging Markets equity team.  Perret was recently appointed to head the new management team alongside Carl Vine.  The two joined M&G in September 2019 from Port Meadow Capital Management.

Sanford DeLand Free Spirit:

Andrew Vaughan has been appointed by Sanford DeLand Asset Management (SDL) as manager of their Free Spirit fund, following the departure of Rosemary Banyard.  Vaughan joined SDL in 2017 as an investment research analyst on the Buffettology and Free Spirit funds, and has been contributing research ideas to the Free Spirit portfolio prior to Banyard’s tenure.

M&G Multi-Asset:

Jenny Rodgers has announced she will leave the asset management industry at the end of 2019 to pursue a career in academia, having been the manager of the M&G Charity Multi Asset fund and co-manager on their Episode Growth fund.  Tristan Hanson will take responsibility for the Charity Multi Asset fund, whilst Craig Simpson will co-manage the Episode Growth fund alongside Eric Lonergan; who was co-manager alongside Rodgers.

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