Manager News – December 2019
January 8, 2020
Manager News – February 2020
March 3, 2020

Manager News – January 2020

Franklin UK Mid Cap:

Paul Spencer, the manager of the Franklin UK Mid Cap fund, has announced he will be retiring in September 2020 and will step down from all portfolio management responsibilities on the 30th June to ensure an orderly handover.  Richard Bullas, who is lead manager of the group’s UK Smaller Companies fund, will succeed Spencer on the UK Mid Cap fund when he formally steps down.

Schroder UK Income:

Matthew Hudson, the manager of the Schroder UK Alpha Income, Schroder ISF UK Alpha Income and Cazenove Charity Equity Income funds, is leaving the firm at the end of February 2020.  Responsibility for all three funds will pass to Sue Noffke, Schroder’s Head of UK Equities and Matthew Bennison upon Hudson’s departure.

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