Quilter Investors adds Patel and Chorley to Cirilium range
Rasmus Soegaard to leave asset manager
Sacha Chorley and Hinesh Patel of Quilter Investors
Quilter Investors has appointed Hinesh Patel and Sacha Chorley as portfolio managers to the Cirilium range of multi-asset portfolios, replacing Rasmus Soegaard.
Effective from 1 May, Patel will work alongside Paul Craig on the Cirilium Active portfolios while Chorley joins Ian Jensen-Humphreys in managing the Cirilium Blend portfolios.
Patel joined the business in 2008 working in the fixed income and macro team as a strategist, an assistant portfolio manager and then a portfolio manager, before joining the multi-asset desk in 2016. Hinesh has played a role in developing the team s investment capabilities and macroeconomic analysis.
RWC s Nick Clay regains management of Quilter Investors Global Equity Value
Previously managed the fund for seven years
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RWC Asset Management portfolio manager Nick Clay
Quilter Investors has appointed RWC Asset Management to manage its Global Equity Value fund, with Nick Clay and his team retaking leadership of the vehicle he once managed on behalf of BNY Mellon Investment Management.
Clay managed the fund until April 2020 during his time with BNY Mellon boutique Newton Investment Management, which has been responsible for the vehicle s management since 2013. Quilter Investors said.
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Many clients probably generate happy feelings for themselves by thinking what a glorious retirement awaits them.
But it is the responsibility of an adviser to manage client expectations and not lead them down the garden path.
This is the central message from Alistair McQueen who is head of savings and retirement at Aviva.
He writes there are two parts to happiness: reality and expectation. He argues advisers must be on the side of reality.
Quote Of The Day
While the Federal Reserve continue to wait on the side-lines, closely monitoring the market action, they will want to be sure not to upset the apple cart here. Policy tightening coupled with tax threats is a toxic combo and will likely frighten markets even though the economy may be calling out for rate rises.
23
rd April 2021 9:12 am
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