Jupiter revamps Merlin team with raft of internal promotions
David Lewis promoted to co-head of strategy working alongside John Chatfeild-Roberts
David Lewis has been promoted to co-head of strategy
Established in 2001, the Jupiter Independent Funds range encompasses 10 portfolios with £6.8bn in assets under management.
Under the changes, David Lewis is promoted to co-head of strategy, Independent Funds, working alongside team head John Chatfeild-Roberts. Lewis has been a member of the investment team for 10 years.
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Algy Smith-Maxwell will take on the role of research sirector, Independent Funds, taking a step back from day-to-day fund management. Smith-Maxwell, who joined Jupiter in 2001 from Lazard Asset Management, is one of the founding members of the Jupiter Merlin team and has worked alongside John Chatfeild-Roberts for over 20 years.
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Jupiter refreshes multimanager team with new roles
David Lewis
Money manager Jupiter created new roles in a refresh of the structure of its multimanager team, a spokeswoman said.
David Lewis was named co-head of strategy for the Jupiter independent funds team, a new role alongside
John Chatfeild-Roberts. Mr. Chatfeild-Roberts was the sole head of the team, the spokeswoman said.
Mr. Lewis was a fund manager in the team and retains those responsibilities.
Messrs. Chatfeild-Roberts and Lewis work together to oversee investment decisions for the team also known as the Jupiter Merlin team which runs £6.8 billion ($9.4 billion) in assets.
Algy Smith-Maxwell was named research director, independent funds, a newly created role. He was a fund manager in the team but took a step back from day-to-day management, the spokeswoman said.
Jupiter appoints ESG director to Merlin funds May 13, 2021 By Funds Europe
Asset manager Jupiter has made four internal promotions within its multi-manager Merlin team, including the appointment of an ESG director.
The most senior appointment is David Lewis, a member of the team for ten years and who is now promoted to co-head of strategy to work alongside existing head, John Chatfeild-Roberts.
Amanda Sillars becomes ESG director for the strategy, while Algy Smith-Maxwell – who joined Jupiter in 2001 and is a founding member of the Merlin team - steps back from fund management duties to become research director.
George Fox is promoted to assistant fund manager after joining as a graduate trainee in 2018.