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Fund manager changes and appointments in 2007 - for earlier years click here

June

New Star have promoted Edward Collins to manage the the equity portion of the Tri-Star unit trust, replacing Stephen Whittaker. Collins will initially co-manage with Whittaker and assume full responsibility later in the year, allowing Whittaker to focus on his other responsibilities as joint CIO and manager of the UK Growth and Equity Income funds.

 

David Jane is to hand over the running of M&G's third party fund of funds to deputy George Tsinonis.

 

First State's Casper Trenchard is leaving the firm to take over Matk Niznik's former UK Opportunities fund at Standard Life Investments.

 

Former investment director of global equities at Fidelity, Matthew McKelvey, has left the company to join Insight Investment as head of equity product management.

 

Former M&G institutional manager Jonathan Parker has joined Investec to co-manage the Investec Blue Chip fund with Christine Baalham.

 

Chales Favard has joined New Star as European property acquisitions manager.

 

Close Investments' Jeremy Gleeson has joined AXA Framlington to run the Global Technology fund following the departure of Nick Evans to pursue other opportunities. Gleeson was previously senior portfolio manager of technology at Close Investments.

 

Legal & General has added Georg Grodzki and Patrick Vogel to its active fixed income team. They join as head of credit research and head of European credit portfolio management respectively.

 

James Weir is to replace Tony Jordan as manager of the Atlantis Asian Special Situations fund. Jordan will continue as manager of the Atlantis Asian Recovery and Asian Opportunities funds.

 

Cesar Perez will assume control of the Credit Suisse European fund replacing Jeff Currington. Perez joins from M&G.

 

Avinash Vazirani joins Jupiter as an India specialist, joining from Peninsular Capital Partners as a fund manager and director along with three members of his team. Avinash established Peninsula in 2005 and manages the Pensinsula Alpha hedge fund and Peninsula South Asia Access long only vehicle. Both fund will also come over to Jupiter.

 

Jacob Robbins has been appointed as manager of the Investec Asset Management Global Dynamic fund.

 

May

James Chapman will head of the Credit Suisse Smaller Companies fund from next month. Current manager Stuart Harris will move to the Singapore based emerging markets team to specialise in the emerging markets listed real estate sector. In another move Justin Jordan is set to join Credit Suisse from Close Investments in July. He will take over the institutional small-cap mandates currently looked after by UK equities co-head Crispin Finn.

 

BlackRock European manager Gavin Corr has left the company forcing a reshuffle of the European funds. European team head James MacMillan will run the MLIIF European, European Growth and European focus funds while Alice Gaskell will take charge of the ML Continental European and European Dynamic funds as well as the MLIIF Continental European Flexible fund.

 

Allianz Global Investors has appointed Seung Minn as manager of the Allianz RCM US Equity fund replacing Peter Goetz.

 

Marcus Hankey has been appointed as manager of the Credit Suisse UK Growth and Income fund. Hankey joins in July from Legal and General where he was lead manager on a number of UK equity portfolios.

 

Nicholas Evans has resigned as manager of the AXA Framlington Global Technology fund. American Growth fund manager Stephen Kelly will assume responsibility for the mandate until a replacement is found

 

Newton Investment Management UK Equity fund manager Christopher Metcalfe has been appointed lead manager on the Newton Income fund

 

Legal and General Investment Management has added two new members to its European Active Equity team, hiring Gavin Lauder and David Shaw from BlueBay Asset Management and BlackRock respectively. Lauder becomes senior portfolio manager for the team while Shaw joins as an analyst working alongside Lauder and L&G's head of European equities Ian King.

 

Richard Crewe joins the F&C asset liability team as a derivatives manager reporting to head of asset liability, management and insurance, Richard Watts. Crewee joins from Bear Sterns.

 

Resolution UK Property fund manager Sandy Thomson is leaving the post, handing it back to John Wilson. Thomson leaves on 01 August, responsibility for the mandate has already passed to Wilson.

 

Ian Lance is appointed as co-manager of the Schroder Investment Management Income fund. Lance will run the portfolio with Nick Purves.

 

Kathleen Dickson has joined SWIP as a European equity product specialist. She joins from Baillie Gifford.

 

Ian Hally joins Morley as head of Asian strategy and indirect investment. He joins from SWIP where he was investment director of property securities.

 

John Botham joins Morley as head of European equities from Henderson Global Investors.

 

Arlington Securites has appointed Louise Greenan as a fund manager and Nicola Francis as a fund analyst to the Arlington UK Balanced Property fund team.

 

Martha Reyes joins F&C on the global emerhing equities team. Reyes joins from the Latin American equity research desk of Banco Itau.

 

April

Katherine Langridge has left Invesco Perpetual to join Aisan specialist Lloyd George as chief investment officer, also replacing Jacob Rees-Mogg and Edward Robertson on the Lloyd George Global Emerging Markets Representative fund.

 

James Clunie has joined the SWIP UK equity team as investment director, leaving his position as head of global equities at Aberdeen.

 

Whitney George has been handed responsibility for the Legg Mason US Smaller Companies portfolio.

 

Baillie Gifford Japanese small-cap manager Alistair Way is to join Standard Life Investments.

 

Mark Niznik has resigned from his position as manager of Standard Life Investments (SLI) UK Opportunities fund. Head of SLI's smaller companies team Harry Nimmo is managing the fund until a replacement is found.

 

Tom Caddick has taken over as lead manager from Richard Philbin on the F&C Managed Growth and Managed Balanced fettered funds of funds.

 

Raphael Kassan has joined Credit Suisse as head of emerging markets fixed income. Kassin, who will be responsible for managing the emerging market bond team, was previously at ABN Amro where he ran the Global Emerging Markets Bond fund.

 

Pauline Nepgen is leaving Investec to join the global equities team at Threadneedle where she will report to executive director of equities Jeremy Podger. Nepgen will be responsible for technology and telecoms sectors as well as having a geographic responsibility for Asia.

 

Stefan Isaacs is assuming control of the M&G European Corporate Bond fund, replacing the head of the group's retail fixed interest team Jim Leaviss. Leaviss retains his other mandates which include the M&G Global Macro Bond and High Interest funds.

 

Max Godwin is to become co-manager of the Japan Smaller Companies fund alongside current head Dean Cashman. Godwin joins from Pi Investments where he was a co-portfolio manager and senior analyst.

 

Roger Webb is to take over management of the Norwich Union Monthly Income Plus fund following the departure of Mark Gull. Gull is replaced on the Sustainable Future Corporate Bond and Preference Share vehicles by Dominic White and Stephen Lee respectively.

 

Martin Hall will leave his position as co-head of fixed income at Fidelity to become head of Axa IM UK in June.

 

March

Martin Currie are restructuring the Japanese equities team following the departure of Japan Mid Cap manager Kevin Troup. Long standing fund manager Mike Thomas is to delay his retirement and return to fund management as an interim measure while a replacement for Troup is found.

 

Stefan Bain has joined F&C as director of Japanese equities. He was previously at Royal London Asset Management where he managed Japanese equities for pension, life and retail funds.

 

Aled Smith is to be given the reins of the M&G Asian portfolio following the departure of Nick Scott to BlackRock et the end of the year. Global Leaders and American fund manager Smith will replace Neil MacKay who has been running the Asian fund on an interim basis. Stuart Rhodes will become deputy an M&G American.

 

The departure of John Richards sees David Benson assume control of three funds at SGAM. He takes on the UK Concentrated Core portfolio as well as the Balanced Managed and Stockmarket Managed fettered funds of funds.

 

Ajay Gambhir is set to join former JPMorgan colleagues Miles Geldard and Lee Manzi to MPC Investors, where he will launch a European hedge fund later this year. Gambhir, who joins MPC Investors in June, was previously head of the European higher alpha team and lead manager on the onshore UK Dynamic, Europe and European Dynamic fund in addition to various offshore and life vehicles. He is replaced at JPMorgan by Jonathan Ingram.

 

Marcus Lun has joined First State from Morgan Stanley. Lun will work as a global resources specialist on the London based global equities team. He was previously vice president and a global materials portfolio manager at Morgan Stanley.

 

Nerea Heras-Mendaza is set to join the emerging markets team at SG Asset Management in April after she leaves her post as Eastern Europe equities specialist at Axa. She will co-manage the SGAM Equities Eastern Europe fund along with Mark Krombas.

 

Neptune have appointed Jeremy Smith as head of UK equities.

 

Mario Ricciardi has been promoted to investment director at Canada Life International where he has been head of investment and investment governance for the past six years.

 

Mark Tinker has been appointed as a portfolio manager on Axa Framlington's global equity team. Tinker was previously global strategist at Execution Limited.

 

Former Schroder's head of Europe, Middle East and Africa, Liesbeth Rubinstein, has been recruited by Invesco Perpetual to run Eastern European stocks in its emerging market funds.

 

February

Paul Griffiths has been appointed managing director and head of fixed income at Credit Suisse. Griffiths joins from Axa Investment Managers where he was global head of of fixed income and CEO of UK business. He replaces Dennis Schaney who is due to retire.

 

HSBC Investments have appointed Christian Deseglise as global head of emerging markets business.

 

Martin Currie's Japan head Michael Thomas is to retire in June, with responsibility for the Japan fund being handed to co-manager John Millar.

 

Dalton Strategic Partnership is handing management of its Pan Asian fund to Sally MacDonald, who joined the group from Morley.

 

Morley have appointed two new fund managers. Simon Jaffe joins from F&C as UK institutional fund manager and former Lansdowne manager Mark Atherton is to become emerging markets fund manager.

 

Terry Ewing will rejoin former employer Resolution Asset Management as co-head of US equities working alongside Alison Porter.

 

Dominic Liversedge has joined Merrill Lynch Portfolio Managers to help manage segregated portfolios in the UK and across Europe.

 

January

F&C Asset Management have appointed Mike Woodward as head of investment trusts. He joined F&C in the summer as deputy head of investment trusts.

 

Recent recruit Aris Vatis has replaced Jason Weiner as manager of the Fidelity American fund.

 

Ian King has been appointed as head of European equities by L&G and is due to join the company at the end of the month.

 

Joseph Meawad has joined Newton Investment Management as a derivatives analyst. He joins from Newton from Commonwealth Bank of Australia.

 

MGM Assurance has appointed David Stewart as head of investments. Stewart was formerly head of research for the Abu Dhabi Investment Authority.

 

London & Capital has appointed Sofia Skalistiri as head of global fixed interest. Skalistiri previously held the same role at Old Mutual Asset Management, as well as managing a number of portfolios, including the International Bond fund.

 

Jupiter has appointed assistant manager of the UK Growth Exempt fund, Chris Hall, as manager of the Environmental Income fund. He replaces Peter Hulse who is leaving Jupiter to pursue other interests.

 

Bill Muysken, currently global head of research at Mercer Investment Consulting, is joining Thames River Capital as a portfolio manager.

 

New Star has effected a number of changes to its Japan equity team. Chris Burling takes over the Japan Recovery fund and Amanda Gold the Japan fund. Both funds had previously been run by Michelle Saunders, who has also been managing a Japan hedge fund, which she will now focus on.

 

Primal Pajwani has joined First State Investments as a global healthcare analyst on the global equities team.

 

Ana da Maia and Julian York have joined HSBC Investments as research analysts in the global multimanager team. Da Maia joins from Barclays Wealth while York joins from Investment Management Selection.

 

Ian Lance joins the UK equities team at Schroder, working with Nick Purves and Kevin Murphy managing specialist portfolios. Lance was previously an institutional asset manager at New Star.

 

Gartmore has appointed Simon Cowie as senior credit research analyst and the fixed income team.

 

SocGen have recruited Craig Harper from his position of head of equities at Japanese investment house Daiwa to run the European Special Situations fund. Harper, who joins in April will replace current Special Situations manager Stuart Gilmartin.