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Nome | Título | Desde | Até |
---|---|---|---|
David Moss | Portfolio Manager | 2017 | Agora |
Biografia | David Moss is a Pan-European Equity Portfolio Manager. David joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1996. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. | ||
Thomas Wilson | - | 2017 | 2018 |
Rodger McNair | Head | 2014 | 2017 |
Biografia | Rodger McNair joined Dunedin Fund Managers in 1987 as trainee investment analyst. Moved to Friends Ivory & Sime in 1990 as investment manager in the North American team, working in the US. Appointed Senior Investment Manager in the UK team in 1994 and now heads the UK team in Edinburgh. | ||
Michael Ulrich | Senior Fund Manager | 2014 | 2017 |
Biografia | Michael has been working on the UK Opportunities strategy since he joined JOHCM in 2015. Prior to joining JOHCM, Michael spent nine years at F&C where he built a strong track record as lead manager on a number of concentrated UK Equity portfolios. Before that he worked as an analyst and fund manager at Deutsche Asset Management. Michael holds an BA in Law and Politics and is a CFA Charterholder. | ||
Phil Doel | Director | 2009 | 2014 |
Biografia | Phil Doel joined F&C Asset Management in November 2005 as Director, UK Equities. Prior to joining F&C, Mr.Doel managed the DWS UK Opportunities Fund, attracting a AAA rating from Citywire. | ||
Julian Cane | Manager | 2004 | 2014 |
Biografia | Julian Cane is a portfolio manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1993. He became the Fund Manager for the CT UK Capital & Income Investment Trust in 1997, the role which he still fulfils today. Julian is deputy manager on CT (Lux) UK Equities and the CT UK Fund, as well as manager on a number of institutional mandates. Prior to joining the group, he worked for Mitsubishi Bank in Corporate Finance and Treasury. | ||
Michael Gifford | Sales Trader | 2004 | 2004 |
Biografia | Responsible for the ISIS UK Equity Income Fund, ISIS UK Growth and Income Fund and the equity portion of the ISIS Managed Dist. Fund. Started his investment career in 84 at James Capel & Co stock-brokers, where he worked as a sales trader in the fixed interest departments providing investment advice to major institutions. Michael graduated with a math & Stats with Economics degree from Sussex University in 83 and has since obtained his CFA and AIIMR. | ||
Michael Felton | Head | 1965 | 2004 |
Biografia | Mike Felton joined M&G in 2005 as Head of UK Retail Equities and manager of the M&G UK Select Fund. He began his investment career at SunAlliance Investment Management (RSAI) in 1989, having graduated that year in economics at De Montford University. In 2001, he was appointed manager of the newly created Royal & Sun Alliance Prime Fund, an early example of a new breed of ‘focus’ funds. Upon the acquisition of RSAI by Friends Ivory & Sime in 2002, Mike was appointed Head of Retail Equities for the combined group renamed ISIS Asset Management. |
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