Manager News – June 2019
July 1, 2019

Manager News – July 2019

Fidelity:

James Bateman, CIO of Fidelity multi asset is leaving the firm in October to launch his own business. COO for multi asset Riju Sathyan will run the division alongside global head of multi asset Bart Grenier. Incoming global CIO of alternatives and solutions Andrew McCaffery, who joins from Aberdeen Standard Investments in August, will then determine next steps regarding the role.

 

Jupiter Asset Management:

It was previously announced that Alexander Darwall is to step down from the European and European growth funds, which will now be managed by Mark Nichols and Mark Heslop from Columbia Threadneedle.  However, it has been announced this month that Darwall is set to leave Jupiter and start his own fund group, Devon Equity Management.

 

Columbia Threadneedle:

Barrie Whitman, Head of High Yield at Columbia Threadneedle, will be succeeded by Roman Gaiser at the end of this year.  Gaiser will join Alasdair Ross as co-manager of the Threadneedle Credit Opportunities fund as well as assuming the role of co-manager alongside David Backhouse on the Threadneedle High Yield Bond fund.

 

M&G Investment Management:

Phil Cliff is stepping down from the M&G European Select and M&G Pan European Dividend funds to take up a research role with the business.  He will be replaced by Richard Halle on both funds.

David Williams, fund manager of the M&G Global Recovery fund, is stepping down from all fund management responsibilities.  He will be replaced by Halle, Daniel White and Shane Kelly on the fund.

 

Majedie Asset Management:

Yuri Khodjamirian, co-manager of the firm’s UK Equity Income fund has exited to go back to university. He will be replaced by Mike Totton whose former position was as an equity analyst.  Totton has also taken up the role of co-manager on the firm’s UK Focus fund which he will run alongside Imran Sattar.

 

Artemis:

Stephen Moore, the leader manager of the Artemis US Extended Alpha and US Absolute Return funds has decided to leave Artemis at the end of September this year for personal reasons. William Warren, co-manager of the funds since launch will take his place.

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
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