Quilter Investors sets out evolution of multi-asset portfolio management team


Quilter Investors today announces changes to the portfolio management team, with CEO Paul Simpson taking direct oversight of the investment desk and the pending appointment of a new senior level portfolio manager.

Since launch in 2018 as a new multi-asset investment business within Quilter, the organisation has developed and expanded rapidly, including through the appointment of a new ExCo and senior leadership team, and a complete rebrand of the business.

As one of the fastest growing multi-asset businesses in the UK, Quilter Investors now manages more than £19 billion in customer assets*. The established portfolio management team has a strong record in delivering for customers over the long-term, with more than 75% of AUM ahead of the relevant IA sector over 5 and 10 years.

Further strengthening the portfolio management team, CEO Paul Simpson will now take a more active role in leading the investment desk. The portfolio management team will report directly to Paul, which reflects the team based approach of the investment desk.

Anthony Gillham has made a decision to leave the company having played an important role in supporting the evolution of the business as head of investments.

Generation continues to be co-managed by Paul Craig with the support of the wider portfolio management team. And a new senior level portfolio manager will also be named on Generation, with an announcement to follow in due course. They will be the second senior hire this year, following the appointment of Helen Bradshaw to spearhead the launch of the forthcoming Quilter Investors multi-asset income range.

Portfolio managers Sacha Chorley and Stuart Clark will manage Creation, while Rasmus Soegaard will manage the Foundation and Managed Fund portfolios. Sacha Chorley will continue to manage the Compass Portfolios.

Quilter Investors CEO, Paul Simpson says:

“This business has made remarkable progress over the course of the last year and I’m delighted to set out these key steps today in the next phase of our development.

“We have an exceptionally talented investment management team in place. Our investment function is one of the largest and most experienced in the UK multi-asset investment market and our team based approach is a key part of our investment management philosophy. I’m really pleased to be taking direct oversight of such a talented group of portfolio managers and bringing my own experience and expertise to the desk.

“The progress we have made already will continue and we are looking forward to the launch of our forthcoming income range, as well as a number of exciting new developments we have in the pipeline including the pending appointment of a new senior level portfolio manager to further strengthen the team.”

“Anthony has played an important role in the development of Quilter Investors. He leaves with our best wishes and I would like to thank him for the contribution he has made to the business.”

Anthony Gillham adds:                                                         

“I have thoroughly enjoyed the past two decades that I have spent with the company. Whilst I leave at an exciting time for the business as it continues on its new journey as Quilter, I am confident that the excellent team will continue to go from strength to strength.”

 

 

Notes to Editors:

Quilter Investors is part of Quilter plc. It provides multi-asset investment solutions designed for advised clients in the UK and internationally and manages £19.2 billion on behalf of its investors (as at 31 March 2019).

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £114.9 billion in investments (as at 31 March 2019).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business. Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

  • The Multi-asset business is now Quilter Investors
  • Intrinsic to Quilter Financial Planning
  • The private client advisers business is now Quilter Private Client Advisers
  • The UK Platform to Quilter Wealth Solutions
  • The International business to Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares.  The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall. 

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Millennium Bridge House, 2 Lambeth Hill, London, United Kingdom, EC4V 4AJ. Quilter Investors is authorised and regulated by the Financial Conduct Authority.

Any opinions expressed in this communication are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Quilter Investors as a result of using different assumptions and criteria.

Quilter Investors uses all reasonable skill and care in compiling the information in this communication which is accurate only on the date of this communication. You should not rely upon the information in this communication in making investment decisions. Nothing in this communication constitutes advice or personal recommendation.

No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of any securities, markets or developments referred to in the document.

 




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