After more than 17 years at Jupiter, Whitmore is set to exit the asset manager to establish his own investment boutique by the end of July. Once Whitmore departs, portfolio manager Brian McCormick will take over the management of the Jupiter Global Value fund, which holds £793.4m in assets.  Investors pull £1.1bn from Jupiter’s value equity strategies in first quarter Dan Lewis, co-head of the Jupiter Merlin team, said McCormick managed a dedicated Global All-cap Value portfolio for two Jupiter Merlin funds between November 2022 and February 2024. During that time period, the fu…

In his new role, Jack will report to global head of Schroders Family Office Service Clare Anderson. Jack started his career at Schroders in 2005 as a fund manager assistant. He went on to work as an analyst, first on UK equities then on pan-European equities, before being promoted to co-head of pan-European research and then becoming the sole head in 2019. Schroders Wealth Management appoints Clare Anderson as global family office head Anderson said: “Harry Jack’s extensive experience and expertise in the European equities sector at Schroders, spanning 19 years, makes him a valuabl…

Ali will be primarily responsible for the analysis of alternatives and specialist strategies, while Ward will focus on UK equity income, European equity and fixed income funds.  Prior to joining Square Mile, Ali was head of research at Collidr, where he led fund analysis with an ESG focus and was responsible for client portfolio management.  Titan Wealth acquires Square Mile Before that, he held senior portfolio manager roles at multi-family offices Sandaire and Maxcap Partners, now Holbein Partners, where he ran multi-asset mandates for a high-net-worth client base.  He also he…

Parker joins directly from Columbia Threadneedle, where he led the UK All Cap and UK Mid Cap equity strategies for the CT Universal Multi-Asset portfolios. At Aviva Investors, he will work with Charlotte Meyrick on both the Aviva Investors UK Equity Unconstrained strategy and the Aviva Investors UK Small and Mid-Cap strategy. He will also provide analyst coverage of the energy, materials and utilities sector hubs. Aviva UK Listed Equity Income fund suffers second manager exit “I am pleased to welcome Mathew to our UK Equities team and look forward to working with him,” said Trevor …

In his new role, he will work with Charlotte Meyrick on both the Aviva Investors UK Equity Unconstrained strategy and the Aviva Investors UK Small and Mid-Cap strategy. He will also provide analyst coverage of the energy, materials and utilities sector hubs. Aviva UK Listed Equity Income fund suffers second manager exit “I am pleased to welcome Mathew to our UK Equities team and look forward to working with him,” said Trevor Green, head of UK equities at Aviva Investors. “He brings with him a strong track record and a wealth of industry knowledge that will only add to the existing …

Data from Morningstar Direct revealed that ETFs with “ex-China” in their name saw an average 65% increase in total net assets between December 2022 and December 2023. For those domiciled specifically in Europe, there was a 42% average increase. According to its latest factsheet, the MSCI Emerging Market index has a 25.1% weighting in China, the highest individual regional exposure in the index. Jordan Sriharan, fund manager at Canada Life Asset Management, said that with over a quarter of the benchmark, the performance of the Chinese equity market was a key driver to the overall perfo…

The departing portfolio managers are Chris Parr, Will Kenney, James Clarke and Niko de Walden.  Rutter joined RLAM in 2017 from Waverton Investment Management, where he worked as a director for global equities for nearly five years. Royal London AM head of fixed income Jonathan Platt to retire Prior to that, he was managing director for global equities at IronBridge International for more than five years and, before that, he worked as a portfolio manager at Deutsche Asset Management, now DWS. Following the resignations, RLAM has reshuffled its global equities team, which will no…

The ASIT board has reached an agreement in principle with the soon-to-be-launched Aberforth Geared Value & Income (AGVIT) trust, on initial terms of a scheme of reconstruction and voluntary winding up of ASIT.   In a stock exchange notice today (29 April), the trust explained the scheme will involve the transfer of part of the assets to AGVIT in exchange for the issue of new ordinary shares and new zero dividend preference (ZDP) shares in AGVIT. Triple Point Energy Transition proposes orderly wind-up If ASIT shareholders approve the proposals, the scheme is expected to become effec…