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Fund manager changes and appointments in 2006 - for earlier years click here

December

Mike Woodward takes over as head of investment trusts at F&C from 1st January 2007. He succeeds Michael Wrobel who retires next April.

 

Scottish Widows Investment Partnership has appointed Fraser Laird as investment director of Japanese equities, reporting to head of global developed markets Ian Vose. Laird joins from AIB where he was senior fund manager for Japanese equities.

 

Stephen Dolbear is to hand management of the F&C High Income fund to Christopher Childs and Stephen Crewe next month. Dolbear will then focus on F&C's hedge fund business.

 

Gareth Isaac has left Axa Investment Managers, where he was manager of the Axa Framlington Gilt fund,  to join Societe Generale's bond management team.

 

November

Standard Life is to restructure its Global Selector fund with Lance Phillips, the firm's head of overseas equities, taking over the management from current manager Esther Perkins.

 

Current Investec Asset Management American fund manager Bill Fries has been joined by Ed Maran and Connor Browne as co-managers.

 

Management of M&G's unfettered fund of funds range is passing from Mark Thompson to David Jane. Jane will continue to run the M&G Managed fund, while Thompson is assuming a new role as head of pooled pension funds.

 

Chris Hutchinson has been named as lead manager on the Unicorn Free Spirit fund. Hutchinson previously managed the fund alongside the boutique's chief executive Peter Webb.

 

Brian Gallagher has left Gartmore where he managed the High Income trust, ahead of his move to UBS mid January.

 

Former HSBC UK Smaller Companies manager, Colin Riddles, is to leave the firm to take over SG Asset Management's UK small-cap portfolio. Riddles fills the position left when Richard Stavely joined River & Mercantile earlier this year, and will become lead manager of the UK Smaller Companies fund.

 

F&C have appointed April Larusse to the government bonds team to look after a number of international portfolios. She was previously at Lehman Brothers where she worked on the UK and global fixed income sales team.

 

Old Mutual Asset Management has appointed three new members to its European equity team. Graeme Gilchrist, Graham Forster and Dorothee Deck.

 

Philip Doel has assumed management control of the Isis UK Select trust.

 

Michael Wood-Martin now has sole responsibility for the Henderson Japan Capital Growth fund, which he previously co-managed with Jeremy Hall, who will now concentrate on the Japanese Absolute Return fund, which he in turn co-manages with director of pan-Asian equities William Garnett.

 

December 1st sees Sam Morse become the new manager of the Fidelity MoneyBuilder Growth fund. He replaces Anas Chakra who will concentrate on pan-European equity mandates.

 

Abbey's chief investment officer, James Bevan, has left the firm to become director and CIO at CCLA, which manages the investments of church, charity and local authority clients.

 

Richard Colwell has left his position as UK Growth and Income manager at Credit Suisse Asset Management, with joint heads of UK equities Crispin Finn and Phil True looking after the fund until a replacement can be found. Colwell's departure, to join Morley as high alpha UK equity fund manager at Morley, comes close after that of income manager Errol Francis, who left to join Schroders at the end of October.

 

David Kiddie has left his equity head post at Barings to become CIO at ABN Amro. Tim Scholefield, who joined Barings in September as head of global equities, will fill Kiddie's role.

 

HSBC's head of UK equities Chris Rodgers is set to leave the group in the New Year to set up a boutique fund house with two former colleagues from Schroders.

 

October

Jupiter have appointed Ben Whitmore as manager of the Special Situations fund. Whitmore joins from Schroders where he managed the Recovery fund as well as two investment trusts. Former Jupiter Special Situations fund manager Paul Sheehan continues to manage the Primadona investment trust as well as a range of institutional mandates. Justin Seager has taken over the UK Growth Exempt fund, replacing Derek Pound.

 

Mary McBain has taken control of the CF Ruffer Pacific fund from outsourced manager Ballinghal Investment Advisors of Hong Kong. McBain joined Ruffer as research director in May this year.

 

Societe Generale Asste Management CEO has changed his role to become specialist UK equity fund manager and head of asset allocation.

 

Current head of the European equities team at Singer & Friedlander, Ian Ormiston, is to join Resolution as European equities investment manager, with responsibilities for running Resolution's core retail and institutional European equity portfolios alongside Jonathan Fearon and Adrian Darley.

 

Paul Allison is set to join F&C's US large cap team as a fund manager in December, joining from Sarasin Investment Management where he has been managing US portfolios as well as contributing to global equity funds.

 

Former F&C director of Japanese equities, Adrian Hickey, has joined Pictet Asset Management regional equities team as senior investment manager. Pictet has also hired Peter Jarvis, previously with Invesco, as senior investment manager for the global emerging markets team.

 

Brown Shipley has separated the fund management responsibilities for the Solus UK Flagship and Solus UK Special Situations funds. John Smith becomes manager of the UK Flagship fund while Paul Morgan retains responsibility for the UK Special Situations fund.

 

Henry Maxey will not be resuming management of the Ruffer Total Return fund when he returns from a three month leave of absence, with Steve Russell and David Ballance being appointed as co-managers of the fund. Maxey will regain management of the CF Ruffer Equity and General fund

 

Natan Levy has been appointed as an analyst at Bedlam Asset Management. He will support Emerging Markets and Europe fund manager Julian Pendock.

 

Resolution Asset Management have recruited Singer and Friedlander head of European equity Ian Ormiston. Ormiston will join Resolution next January in the position of investment director, European equities.

 

Keith Grindlay has joined JPMorgan Asset Management as a member of the global interest rates sector team.

 

Blackrock have appointed James Bristow as a director in the global equities team. He joins from JPMorgan Investment Management.

 

Peter Jarvis and Adrian Hickey are joining Pictet Asset Management, taking up roles in the global emerging markets team and regional equities team respectively. Jarvis was formerly at Invesco while Hickey was director of Japanese equities at F&C.

 

Resolution Asset Management have added to their derivatives team with the appointment of Graeme Lindsay to the LDI desk. Lindsay joins from Scottish Mutual / Abbey National.

 

Kaori Ishii has been appointed as investment director of the Scottish Widows Investment Partnership Japanese equities team. Ishii replaces Chisako Hardie, reporting directly to head of global developed markets, Ian Vose.

 

Kim Goodwin has been recruited as head of equities by Credit Suisse Asset Management.

 

Standard Life Investments Growth and Income fund manager Wesley McCoy has relinquished management of the fund to Edward Legget in a move which allows McCoy to focus on the high alpha UK Unconstrained fund.

 

David Whitten has stepped down as manager of the First State Investments Global Resources fund, with control being handed to senior portfolio manager Joanne Warner. Whitten, who heads up the global resources team, will still manage the Global Energy Long Short fund and continues to manage the Global Resources Long Short fund

 

James Elliot is rejoining JPMorgan Asset Management at the end of the year to run Japanese money. Elliot, who has spent the last 18 months on a hedge fund, was formerly a European specialist.

 

Scottish Widows Investment Partnership have reallocated some mandates within the property team in advance of the departure of Mike Channing at the end of the year. Cameron Murray has taken over the Scottish Widows Property portfolio, the Lloyds TSB Property Pension fund and the Lloyds TSB Life Property fund. John Bailey has taken over the Lloyds Pension Trust.

 

First State Investments have appointed Matthew Gulczynski as a property securities analyst on the Colonial First State Global Asset management property securities team, concentrating on UK and European property securities. Prior to joining First State Gulczynski  was an equities analyst at UBS Securities in Australia.

 

Leigh Harrison will move from head of UK retail to become head of UK equities at Threadneedle when Michael Taylor steps back from day to day fund management at the end of the year. From January 2007 Harrison will also take over the management of the UK Growth currently managed by Taylor. Mark Westwood who recently joined the group from Morley, will take on the running of Taylor's UK Select with immediate effect. Steve Hewitt will run the Accelerando fund from year end and Dominic Baker and Chris White will run Taylor's institutional and overseas earnings funds respectively from 1st January.

 

September

Standard Life have appointed Chris McGoldrick as investment director of Global Emerging Markets, reporting to head of global emerging markets Ronnie Petrie.

 

Martin Majdaniuk has been appointed as an investment manager in the Baring Asset Management emerging markets team. Majdaniuk will join Barings by the end of the year, leaving Nordea Investment Management in Copenhagen where he currently runs Central Europe and Russian portfolios for institutional and retail investors.

 

Baring Asset Management have appointed Tim Scholefield to the newly created role of head of global equities. Scholefield joins from Scottish Widows Investment Partnership where he was head of international equities.

 

New Star deputy chief investment officer Mark Beal has handed management of the Technology fund to Hitesh Thakrar who has been an assistant manager of the fund since July 2004.

 

BNP Paribas Asset Management have appointed Christian Dargnat as chief investment officer.

 

Aegon Asset Management have appointed Innes McKeand as head of equities. He joins from Allied Irish Bank Investment Managers where he was chief investment officer.

 

Amanda Sillars has been appointed investment director covering institutional and investment trust accounts at JPMorgan Asset Management. She was previously lead analyst in the funds team at JPMorgan Private Bank International.

 

Three members of the SOCIÉTÉ Générale Asset Management European fund management team, joint European equities head Matthew Leeman and European fund managers Jonathan Day and Riccardo Bindi will be leaving following a review of European equity management strategy. The teams in Paris and London are to be merged to create a single product group, headed by Eric Turjeman with his deputy being Sarah Pohlinger. All three people leaving SGAM are joining Morgan Stanley's European equity team in December.

 

Head of equities at Morley Fund Management, Tim Thomas, has been replaced by Niall Paul, previously head of emerging markets and Asia.

 

Ewan Markson-Brown has joined Newton as an Asian equities fund manager reporting to investment leader of Asian equities Jason Pidcock. Prior to joining Newton Markson-Brown was a member of the developing markets team at Merrill Lynch.

 

Five new members have joined the Goldman Sachs Asset Management global fixed income and currency team,  Kevin Corrigan, Stephen Goldman, Samuel Lopez-Briceno, Kaori Limori and Maki Hanawa.

 

Matt Harris is joining Standard Life Investments as investment director for Japanese equities on 2 October. Harris, formerly of Scottish Widows Investment Partnership, will report to head of Japanese equities Robert McKillop and will be responsible for stock selection and sector research.

 

New Star have appointed Robert Jeffrey as senior funds analyst for the fund of funds team. Jeffrey was previously managed funds analyst at Principal Investment Management.

 

F&C UK Equity fund and Isis UK Select trust manager Jamie Hooper is leaving the group to take control of the Axa Framlington UK Growth fund which has been managed by Nigel Thomas since May. F&C associate director of UK equities Roger Jones will take responsibility for the UK Equity fund while Hooper will retain control of the Select trust, which is due to wind up later this year, for the time being. Hooper is thought to be joining Axa Framlington in November.

 

Control of the Odey Japan vehicle has passed from lead manager Alex Griffiths to deputy Nick Sharp so that Griffiths can concentrate on the Japan & General hedge fund.

 

Andrew Dalrymple has left his position as manager of the First State Global Opportunities fund to join a start up boutique firm. Habib Subjally replaces him at First State.

 

New Star UK Growth fund manager Stephen Whittaker has taken over the UK Hedge fund from Alan Miller who has gone on sabbatical leave. Miller, who was also joint chief investment officer will be permanently replaced in that role by Gregor Logan, who was previously deputy joint chief investment officer.

 

Ben Thompson has been appointed as co-manager of the Baillie Gifford High Yield Bond fund, running the portfolio with Ken Barker.

 

Former head of US Equities at Gartmore, Simon Mellusih, has rejoined the company after leaving only last year. He now reports to head of global equities Neil Rogan and is responsible for the sales and marketing of the Gartmore SICAV Global Focus fund, the Gartmore Global Focus OEIC and the Gartmore Global Hedge fund.

 

August

Aegon have appointed John McNeil to the fixed income team as head of international rates. McNeil joins from Resolution Asset Management where he was in charge of US, European and Japanese Government bond markets and currency analysis.

 

Morley Fund Management has added two new members to its global fixed income team. Maurice Browne is appointed to a newly created fund manager position while Gabriela Schneider is promoted as an investment analyst.

 

Former Aberdeen Asset Management global head of fixed income, Rod Davidson, has joined Scottish Widows Investment Partnership in a similar role.

 

Tom Laidlaw, Mike Channing and Matt Harris are all leaving Scottish Widows Investment Partnership at the end of the year. Property team head Laidlaw and his deputy Channing are setting up their own business, while Japan desk head Harris is set to join Standard Life.

 

M&G has made changed to its Japanese equity team, with Dean Cashman and Vaughn Chang taking over the M&G Japan Smaller Companies fund. Chang will manage the fund on a day to day basis with Cashman providing overall strategic guidance. The previous manager, Kenichi Ura has left the company.

 

Lee Manzi has left JPMorgan Asset Management to team up with his former boss Miles Geldard at hedge fund MPC. Manzi ran the fixed income portion of the JPM UK Equity and Bond Income fund, his responsibilities have been handed to Talib Sheikh.

 

L&G have appointed Roger Bartley as head of fixed income, joining from Gartmore.

 

Chu Beng Liang and Atul Tetambe have left the emerging markets team at Allianz Dresdner RCM.

 

Gartmore have appointed Tobias Grun as a senior credit analyst within the fixed income team. He joins from HSBC where he was head of European credit research.

 

F&C have appointed Terry Coles as alternate manager to Sophie Horsfall on their international funds. Coles leaves Morgan Stanley to join F&C.

 

Taube Hodson Stonex Partners chairman, Nils Taube, will retire from running retail money after almost 40 years when he steps down from the firm in December.

 

Head of equities at Threadneedle, Michael Taylor, is handing over control of the funds that he's been running since the departure of Graham Kitchen last year. UK Growth and Income is being passed to Chris White this week. UK Select will pass to Mark Westwood when he joins from Morley in September. Taylor intends to retain control of UK Accelerando until further notice, but plans to release control of the UK, UK Institutional and UK Overseas Earnings funds by the end of the year.

 

Simon Baker, ethical manager and part time SRI consultant at Jupiter, has left the group in order to concentrate on his organics foods business. UK equity desk member, Chris Watt, will expand his current responsibilities to include SRI from the beginning of this month.

 

Richard Burns, Jamie Ward and David Chitokomere have joined Solus' fund management team. Burns joins from Watson Wyatt and will run the group's three fund of funds with Michael Clarkson. Chitokomere will provide support across the range with Ward fulfilling a trainee fund manager role.

 

The UBS Select fund will be run by Matthew Cox when current manager Paul Fairbrother takes up his role as head of portfolio construction on the firm's pan-European equity team. Currently Cox is a fund manager and analyst in the pan-European small and mid-cap team run by Frank Manduca, and has also been involved in the running of the UBS Life UK Small Company and UBS UK Smaller Companies funds.

 

Paul Wimborne is moving from his role as deputy on the Insight Asia Pacific Equity fund to join Barings as a global emerging markets portfolio manager in the autumn. He will be replaced at Insight by global equity head David Marchant.

 

July

Societe Generale head of global emerging markets, James Syme, is to join Baring Asset Management in a similar role. Syme is currently working out his notice and is expected to manage the Emerging Opportunities and Global Emerging Markets funds as well when he joins Baring.

 

Ben Whitmore is leaving Schroders to run the Jupiter Special Situations fund. Whitmore will take over the running of the fund from current manager Paul Sheehan in October. Sheehan will continue to manage the Primadona investment trust and a number of institutional mandates. Whitmore will be replaced as manager of the Schroder Recovery fund by analysts Kevin Murphy and Nick Kirrage, who will co-manage it.

 

Former F&C and Canada Life manager Michael Gifford is replacing Suresh Sadasivan as manager of the Old Mutual Asset Managers Equity Income fund. Sadasivan has returned to the group's Asia Pacific equity team.

 

Maria Daniels and Alex Soulsby have joined F&C as derivative fund managers in its asset liability business. They join from Barclays Capital and JPMorgan respectively.

 

Artemis has appointed Andy Gray to its small-cap team. He joins from Scottish Widows Investment Partnership and will work with Lindsey Whitelaw, assisting with the New Enterprises funds as well as the firm's VCT's.

 

Takashi Saito has joined Scottish Widows Investment Partnership's global strategy team as investment director, global strategy. He joins from Aesop Capital UK.

 

Ella Brown has been appointed as global head of equity research at ABN AMRO Asset Management. She joins from Credit Suisse.

 

F&C European and European Dynamic fund manager Davina Curling is taking maternity leave with co-manager Peter Jarvis taking the helm until her return.

 

Standard Life Investments have appointed Arthur Milson as director of fixed income.

 

Neil Nathwani has joined BDT Invest as a fund manager in the Asian and global emerging markets team. Nathwani was previously with Old Mutual.

 

Investec have moved to fill the gap created by Dan Hanbury's departure to River & Mercantile later in the year. Philip Rodrigs takes over the UK Smaller Companies fund while the Investec UK Alpha fund will be taken on by Ken Hsia

 

A reshuffle at Henderson sees Paul Casson take over management of the European Growth fund from John Botham. Botham will continue to manage the Horizon European Equity fund as well as heading up European institutional funds business.

 

June

Clare Andrews, Victoria Amlot and Audrey McKeown have all joined Morley Fund Management as assistant fund managers on the specialist property funds team.

 

Former Gartmore manager Peter Dalgliesh is set to join F&C as director responsible for the Pacific Assets trust.

 

Ian Vose has joined Scottish Widows Investment Partnership as head of global developed markets. He joins from Allianz Global Investors where he was head of research and chief investment officer of global markets. He reports to SWIP's equities chief investment officer, Graham Wood.

 

Mark Hargraves has is running the Axa Framlington Managed Growth fund on an interim basis while a permanent replacement for Chris Armstrong is sought. Armstrong, who is joining Berenberg Bank, also worked alongside Hargraves on the Europe desk, a position now filled by Tim Short, previously a senior fund manager on the global equities desk at SocGen Asset Management.

 

Katy Dobson has joined the emerging markets team at Threadneedle Investments from Pictet Asset Management. She will be a manager responsible for Latin American equities and may be deputy to Jules Mort on the Latin America fund.

 

David Wise has taken over management of the Morley Property Investment which, as reported last month, was relinquished by Geraldine Davies so that she could focus more on the Norwich Property Trust.

 

Ben Rogoff has taken over as manager of the Polar Capital Technology trust from Brian Ashford-Russell. Ashord-Russell will continue in his role as a director looking at asset allocation and strategy for the porfolio.

 

Former Schroders UK Equity manager Chris Metcalfe, who left the group earlier this year, has joined Newton Investment Management to run UK institutional mandates.

 

Mike Woodward has been appointed as deputy head of investment trusts at F&C. He joins from Martin Currie.

 

Canada Life have named Kim Lee as manager of their Far East fund, replacing Manish Kataria who left at the end of last year. Lee joined Canada Life in March from Shell Pensions where she was a fund manager.

 

Verita Asian and Real Return Asian fund manager Ezra Sun has resigned from his role as director of these funds in order to spend more time actively managing them.

 

James Chung has replaced Chris Ruffle as manager of the Martin Currie China Sicav. Ruffle remains with the company to manage more specialist China products.

 

Mohammed Zaidi has joined Scottish Widows Investment Partnership as an institutional fund manager on the global emerging markets team. He was previously a senior analyst for global emerging market equities at Principal Global Investors.

 

Baring Asset Management have appointed Kevin Lorkins as head of sterling fixed income. Lorkins joins from Morley Asset Management.

 

Mark Beale, joint deputy chief investment officer at New Star, has handed management of the North American fund over to Greg Kerr, who joined New Star at the end of January.

 

The position of the three managers recently reported to be leaving Gartmore for Resolution Plc has become less clear, with Gartmore stating that the group was still in talks with them regarding the matter. For their part, Resolution are insisting that the three still have every intention of joining them.

 

Martha Wang has replaced Patrick Lo as manager of the Fidelity China Focus fund

 

Another Barings manager is leaving to join Resolution Asset Management. Bryan Collings is leaving his post managing the Barings Emerging Opportunities and Global Emerging Markets funds to manage similar portfolios at Resolution.

 

Meanwhile four of Gartmore's senior managers have stepped down from their positions as part of a restructuring exercise in the wake of the acquisition by Hellman and Friedman. Jon Thornton, head of UK equities, Roger Bartley, global chief investment officer, Philip Ehrmann, head of emerging markets and Charles Beazley, global head of institutional and alternative investments are the managers concerned. Beazley, Thornton and Ehrmann are known to be leaving the group although it's not yet clear where for, while Bartley is joining Legal & General as head of fixed income. Gartmore is creating a single distribution division containing their alternative, institutional and retail groups with Paul Feeney heading it up. The two global emerging markets teams are to be merged and lead by Chris Palmer with Ehrmann's Greater China Opportunities fund being taken over by Charlie Awdry.

 

Catherine Stanley has been appointed by F&C to replace Stephen Grant as manager of the Isis UK Smaller Companies trust.

 

May

Leigh Himsworth will manage a UK mid-cap equity fund, UK Strategic Growth, for Royal London Asset Management to be launched on 01 June. Himsworth joined RLAM from Rensburg in April this year.

 

New Star UK Growth fund manager Neil Whittaker will also be working on the Skandia Investment Management Global Best Ideas fund.

 

William Lam has been appointed as an analyst on the Invesco Perpetual Asian equities team reporting to head of Asian equities Stuart Parks. Lam joins from Orbis Investment Advisory.

 

Skandia Investment Management Limited has announced that Artemis CEO & UK fund manager Mark Tyndall will be the first named fund manager on its Global Best Ideas fund which is due to be launched shortly. Tyndall will manage on of the UK portions within the fund an will be joined by an as yet unnamed member of the New Star UK investment team.

 

Barry Hill, Justin Brand and Henry Richardson have all been appointed as property asset managers at Morley Fund Management. Colin Dryburgh has also been appointed as a European equities analyst reporting to head of European equities, Rita Dhut. Dryburgh joins from Brewin Dolphin Securities.

 

Chris Higham has been appointed as co-manager of the Old Mutual Dynamic Bond fund and will jointly manage the fund with head of fixed interest, Andrew Tunks. Higham has been with the company since joining from Morley Fund Management in June last year.

 

Four fund of funds managers, Keith Barnett, Peter Clark, Victoria Prendergast and Paul Gibson, have resigned from Singer & Friedlander Investment Management.

 

Morley Property Investment fund manager Geraldine Davies has relinquished her role in order to concentrate full time on the Norwich Property Trust.

 

Greg Bennett has replaced Michael Barnard as manager of the Marlborough UK Equity Income fund. Barnard remain at Marlborough Fund Managers as part of the investment team and continues as lead manager of the Marlborough UK Equity Growth fund.

 

New Star has appointed Gavin Potts to its property team to assist Roger Dossett with the acquisitions process of the Property unit trust. Potts was formerly head of property at Pavilion Asset Management and MGM Assurance.

 

Chris Morrell joins JPMorgan Asset Management as a global emerging markets portfolio manager. He joins from the investment banking division of Merrill Lynch where he was a managing director with responsibility for global emerging markets equity sales.

 

SG UK Growth manager Hugh Sergeant is leaving the group to join River & Mercantile, along with SG UK Smaller Companies manager Richard Staverly. Both are anticipated to be working out their 3 month notice periods. Hari Sandu, currently co-manager on SK UK Growth is continuing on the fund.

 

Dennis Clough has taken the position of head of European equities at Schroders as part of a re-jig of the pan-European equity desk., which also sees UK Equity manager Chris Metcalfe leaving and being replaced by Simon Brazier. Clough will continue to manage the Schroder European portfolio he took over in October last year.

 

Bernard Moody, who left Sarasin Chiswell as reported in April, has joined Progressive Asset Management as investment director of emerging markets.

 

Hak Salih is leaving M&G and being replaced as manager of the Income fund by Alex Odd, currently manager of M&G's Fund of Investment Trust Shares and deputy manager on the M&G Extra Income fund. At the same time Nick Evans, formerly with DWS, is joining the group to assist on the M&G Income & Recovery investment trusts, replacing Jonathan Parker who is also leaving the company.

 

Three managers from Barings have joined Resolution Asset Management (formerly Britannic) as part of the plan to set up an as yet unnamed emerging markets boutique within the company. The managers are Stuart Richards, John Payne and Marina Akopian, managers of the Baring Emerging Europe investment trust, Dublin based Global Resources portfolio and EMEA hedge fund respectively. All three are in the process of working out their notice periods and Barings have not as yet named replacements, though co-managers are in place on each of the funds to take them on if required.

 

April

Fidelity International have appointed Nicky Richards as chief investment officer for European equities responsible for the group's UK and European equity investment. She joins from Schroders.

 

Peter Cooper has been named as head of retail and leisure asset management at Schroders. He will be responsible for the retail and leisure assets in the Schroder Exempt Property Unit Trust and the Schroder Emerging Retail Property Unit Trust.

 

Mervyn Douglas is to leave his post as manager of the L&G UK Growth Trust and return to former employer Morley. Douglas will join the specialist equities team lead by David Lis and work alongside Chris Murphy when he joins later in the summer, as well as assuming the co-manager role on the UK Focus fund.

 

Sarasin EmergingSar and EmergingSar-Asia fund manager Bernard Moody has resigned from the company. Chief investment officer Guy Monson will run the funds until a new manager is appointed.

 

Schroder's UK Large Cap manager and deputy manager of the UK Equity fund, Jeremy Smith, is set to join Neptune in the summer to run the UK Equity fund. Head of UK equities and UK Alpha Plus fund manager, Richard Buxton, will run the Large Cap fund until a replacement is found.

 

The Jupiter Growth and Income fund will be taken over by Phillip Matthews, who managed Jupiter's UK Smaller Companies fund until he moved over onto the income desk earlier this year. Previous Growth and Income fund manager Paul Sheehan will focus on growth funds.

 

Fred Rizzo has left Citigroup to join the F&C Pan-European Equity research team.

 

Raj Thamotheram has joined Axa Investment Managers as director of responsible investment overseeing policy issues relating to corporate governance and sustainable development. Thamotheram was previously with the Universities Superannuation Scheme.

 

Martin Currie have appointed James Chong to work alongside China team head Chris Ruffle in Edinburgh as well as the Shanghai based research analysts. Chong joins from the Hong Kong office of Lombard Odier Darlier Hentsch.

 

Polar Capital have appointed Samir Patel to head up the group's forthcoming Latin American fund. Patel was previously co-manager of the Latin American fund at Charlemagne Capital alongside Stefan Herz. Patel's position on this fund is now taken up by Ian Simmons.

 

Britannic Asset Management, rebranding as Resolution Asset Management in early May, has reportedly hired three managers from Gartmore to replace its European equity team. Gartmore European Focus manager Tim Callaghan, Gartmore European Growth manager Adrian Darley and Jonathan Frearon who works on a number of portfolios are to take on the management of Brittanic European Growth as well as a number of other institutional and life portfolios. Diane McEwan and Andrew Killean have already stepped down from the positions as investment manager and head of European equities respectively. Current responsibility for all Britannic's European vehicles rests with existing European team member Fiona Page and investment director Kevin Fenelon. Gartmore has said that it is still in discussions with Callaghan, Darley and Frearon.

 

Fidelity's Neal Miller is to step down as manager of the American Special Situations fund in the summer. Miller, who will move into some sort of advisory role yet to be defined, will be replaced on the fund by Bob Haber. Haber has worked for Fidelity's US affiliate, Fidelity Management and Research for 21 years.

 

HSBC's Global Emerging Markets Freestyle fund will be managed by Nick Timberlake who joined the group from F&C a year ago.

 

Axa Framlington is set to launch another Japanese fund when Chisako Hardie joins the group from Scottish Widows Investment Partnership later this year. Axa Framlington UK Blue Chip manager Chris Murphy is leaving to join Morley in the summer to take over the UK Equity fund from Lloyd Whitworth. Murphy's UK Growth and Blue Chip funds will be looked after temporarily by Nigel Thomas.

 

Fraser Chalmers has been moved back to Standard Life Investments' Japan desk to run institutional assets whilst Stanley Pearson has been recruited to be head of European equities. Former head of equities at Pioneer, Pearson joins Standard Life on 10 April

 

March

A number of managers at Franklin Templeton have been appointed as permanent replacements on the funds they have been managing while Ken Cox has been on a leave of absence. Martin Cobb takes over the Growth and Templeton Global (Euro) funds. George Ritchie takes on the Templeton Global fun, with Uwe Zoellner running Templeton Euroland and European Sicavs and Andrew MacKirdy continues to run the European fund.

 

Jun Tano is to take over the management of Fidelity's Japan Special Situations and offshore Japan Smaller Companies funds on the retirement of current manager, Asako Kibe. Although Kibe is retiring from the group, it is understood that he will maintain a mentoring role in in respect of the Japanese investment team.

 

Morley Fund Management has appointed Hassan Johaadien as asset allocation specialist and Sergio Ferreira as quantitative analyst on its strategy team.

 

Former HSBC Income manager Simon Gergel will replace Nigel Lanning as manager of the Merchants trust and Allianz RCM UK Equity fund when Lanning retires in May.

 

Standard Life Investment Growth and Income fund co-manager Wesley McCoy becomes sole manager with Euan Stirling handing over the lead management role. Stirling remains a member of the UK equities team.

 

A number of changes on Schroders European Smaller Companies funds. Institutional European Smaller Companies manager Iain McNaught will head the onshore Schroder European Smaller Companies portfolio. Former manager Andy Lynch will run the offshore Schroder ISF European Dynamic Growth and ISF Euro Dynamic Growth funds.

 

Aegon head of fixed income Mark Zinkula has left the group for an academic career.

 

The Jupiter UK Smaller Companies fund has been taken over by ex Deutsche manager Richard Curling, who joins the company this month. Former manager Philip Matthews is moving to a role supporting the equity income manager Anthony Nutt.

 

First State have transferred the responsibilities previously held by Kevin Colglazier to Sydney, where Tony Fitzgerald and Warren Bird are now jointly responsible for fixed income operations.  Paul Jourdan and Murray Collis in the UK have taken over the responsibility for the Balanced portfolio. Emerging market bond portfolio manager Alia Yousuf has followed Colglazier to Standard Asset Management.

 

February

F&C have appointed Richard Wilson as head of equities, his previous position was head of pan-European equities. In addition Paul Grice joins from Barings to lead the UK and international government bond desk.

 

Framlington UK fund manager Chris Murphy is to transfer to Axa Investment Managers as manager of the Axa UK Growth fund. Murphy currently manages the Framlington Blue Chip and Framlington UK Growth funds, both of which are expected to merge with Axa's UK Growth fund and be marketed under the Axa brand.

 

Jan de Bruijn has joined Threadneedle Investments as fund manager and analyst for the Asian equity team reporting to head of Asian equities Vanessa Donegan. De Bruijn was previously at Scottish Widows Investment Partnership as investment director in charge of institutional pension funds invested in global emerging markets, as well as deputy fund manager on the Global Emerging Markets retail fund.

 

High Yield bond specialist Andrew Lake has moved from Merrill Lynch Investment Managers to F&C, where he will co-manage a number of high yield bond products such as the F&C European High Yield Fund.

 

Yui Ben Lai and Sam Shan have joined Atlantis Investment Management as fund manager and Chinese equity analyst respectively. Both join the Chinese equity team and report to manager of the Atlantis China and Chine Fortune funds, Yang Liu.

 

Pete Cawston, Kave Sigaroudinia and John MacDougall have been promoted by Baillie Gifford to co-managers of the American, Income and Japanese funds respectively.

 

Investec Asset Management has promoted a number of people within the fixed income team. Harsha Patel and Anne Lees-Jones become co-heads of credit, and Keiran Roane becomes co-portfolio manager of Investec's high yield funds, managing alongside Chris O'Hare.

 

Standard Life Investments' head of credit Andrew Sutherland has relinquished his lead manager role of the Higher Income and Select Income funds. The new managers are Erland Lochen and Alasdair MacLean respectively.

 

A reshuffle of the Henderson emerging markets team sees Divya Mathur switch to Europe, Australia and Far East portfolios, with Claire Seanor being named as his replacement on the Emerging Markets fund.

 

Investec Asset Management have appointed Nigel Hankin to their global equity team as a services sector specialist. He joins from Mirabaud and has previously been deputy head of global equities at RCM.

 

Rupert Brandt, who left F&C last month, is to join Findlay Park, working on the US Smaller Companies fund.

 

Jenna Barnard has been promoted to co-manager on the Henderson Preference & Bond and Strategic High Yield Bond funds.

 

F&C Asset Management have appointed Gareth Morgan to their emerging equities team. Morgan, who is a Latin American specialist, joins from Shell Pension Management Services.

 

Having left SG Asset Management in early January, Neiloy Ghosh has joined Newton as to replace Miki Sugimoto as manager of the Japan fund. Gosh will report to Newton chief investment officer Jeff Munroe and, in addition to managing the Japan fund, will be investment leader Japan equities as well as taking over the Dublin-domiciled Mellon Japan Equity Fund. Sugimoto is joining Veritas.

 

January

Former DWS manager Graham Ashby has joined Sarasin Chiswell. At DWS, Ashby managed the UK Equity Income and UK Income Plus funds along with the Deutsche Equity Income investment trust. Sarasin are launching two open ended income vehicles later in the year which will be headed up by him.

 

Framlington Absolute Growth manager Paul Branigan is moving to Premier Asset Management and taking his fund with him. The fund will be renamed Premier Absolute Growth when it is transferred in April.

 

Franklin Templeton have named a number of temporary lead managers as a response to the leave of absence of equity manager Ken Cox. UK Growth manager Martin Cobb will fill in on the Templeton Growth fund with Andrew MacKirdy taking on Templeton Europe. Cox's offshore vehicles Templeton Euroland, Templeton Global and Templeton Global Euro pass to Uwe Zoellne, George Ritchie and Martin Cobb respectively.

 

New Star have appointed former M&G Global Technology manager Greg Kerr to their North American team. Part of his role will be to run the US element of the Family Investments Child Trust Fund and he will also contribute to the overall running of the US equities team. Kerr left M&G back in June.

 

Co-head of emerging market equities at Thames River Capital, Rory Landman, has retired leaving Martin Landman as the sole head of emerging market equities at the group.

 

ABN Amro Asset Management have appointed Andrew King as head of Europe, Australasia and Far East portfolio management and North American equities.

 

Dunedin Smaller Companies Investment Trust manager, Andrew Paisley, has left Aberdeen to join Britannic Asset Management. He is succeeded by Ed Beal. Aberdeen have also announced the retirement of David Binnie, manager of the Dunedin Income & Growth and Edinburgh New Income vehicles. Management of the Dunedin trust will be filled by Yoon Chou-Chong, the group's head of pan European equities while deputy manager Stuart Methven will take the lead role on the Edinburgh fund.

 

Patricia Wilson is to take the lead manager role on the Scottish Widows American Growth and American Select Growth funds. As well as heading up the American equities team Wilson will also retain management of the North American Smaller Companies fund. There is no confirmation yet as to the roles of Andrew Herberts or Christine Martyn who previously managed the Growth and Select funds respectively.

 

Another departure at SVM, with Life Office Opportunities Trust manager Brian Moretta leaving the boutique. Management of the trust and offshore SVM TEP fund passes to the group's founder Colin McLean.

 

David Taylor has joined Chelverton Asset Management in advance of the launch of their first Oeic, Chelverton UK Income. Taylor was previously a small cap manager at HSBC.

 

Scottish Widows Investment Partnership head of international equities Tim Scholefield has left the group following a restructuring of the international equities division. The global markets equities team have been split from the from the emerging markets equities team, with Kim Catechis heading up the emerging markets operation.

 

Martin Currie Japan manager, Michael Thomas is to retire in March or April next year with the intention that current co-manager John Millar becomes sole manager at that time.

 

Roger Noddings is named as chief investment officer of HSBC Investments UK business.

 

Kevin Colglazier has been appointed head of fixed income at Standard Asset Management. Colglazier was previously head of global fixed income at First State Investments.

 

Neiloy Ghosh has been replaced as manager of the SG Asset Management Japan fund by Stephen Harker. Ghosh has left the group following its decision to relocate the global equities team from London to Paris.

 

Latin American manager Rupert Brandt has left F&C to join an investment boutique, although he will remain as manager of the F&C Latin American, F&C Emerging Markets trusts, F&C Latin American Oeic and the Latin American portion of the Foreign & Colonial Investment Trust until the end of March. Management of the Emerging Markets trust will pass to head of emerging markets Jeff Chowdry.

 

Frederic Gautier is leaving his position as manager of the Fidelity UK Growth fund after 12 years with the company. His replacement is Carlos Moreno who has been with the company for over 10 years. Additionally Thomas Fraenkel-Thonet has been named manager of Fidelity's Luxembourg-domiciled European Larger Companies Fund following Gautier's departure.

 

Old Mutual Asset Management have appointed Jinhui Luo and Xavier Gerard as research analysts. Luo joins from Barclays Global Investors while Gerard joins from State Street Global Advisors.

 

Chris Hutchinson has joined Unicorn Investment Management as a support manager to chief executive Peter Webb on the Falcon Investment Trust and UK Smaller Companies fund.  Hutchinson was formerly with Montanaro Investment Managers as lead manager of their Recovery Trust.

 

Rensburg UK Mid Cap Growth trust manager, Leigh Himsworth, is to leave the firm at the end of March. Management of the fund will be taken over by Paul Spencer who rejoins Rensburg after having spent time working for Granville Davies Limited and TD Waterhouse.

 

Former DWS UK Opportunities fund manager Phil Doel is managing the recently launched F&C Asset Management UK Opportunities fund.

 

Richard Turnill has been appointed as manager of the Merrill Lynch Investment Managers Global Titans fund, replacing Ian Rowley who resigned late last year. Turnill, who joined MLIM in 1996 was also appointed head of the global equity team in December.

 

A series of changes at Newton Investment Management to start the New Year. Following the departure of Glenn Pratt to boutique Dalton Strategic Partnership,  management of the Newton Growth fund has passed to Richard Wilmott, while the Newton Income fund will be jointly managed by Rob Marshall-Lee and Nick Clay. At Dalton, Pratt, who becomes a partner in the firm, will lead the UK equity fund team with a view to a fund launch later this year.