Jupiter Asset Management has made internal promotions within its multi-asset Merlin range of funds.
David Lewis is promoted to co-head of strategy, independent funds, working closely alongside long-standing team head John Chatfeild-Roberts. As co-heads of the strategy, Mr Chatfeild-Roberts. and mr Lewis will work together to lead the team, overseeing all portfolio management investment decisions.
Algy Smith-Maxwell will take on the role of research director, independent funds, taking a step back from day-to-day fund management. Mr 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.
In his new role, he will focus on developing the team’s research capability, overseeing analysis of asset classes, management teams, and potential areas for investment.
Amanda Sillars is appointed ESG director, independent funds, a role she will conduct alongside her fund management responsibilities. In this new role, Ms Sillars will lead the team’s ESG research and engagement, working with Jupiter’s Governance and Sustainability team to implement best practice across all funds in the Merlin range.
George Fox is promoted to assistant fund manager, independent funds. Mr Fox began his investment career at Jupiter in 2018 as a graduate trainee.
Stephen Pearson, CIO, Jupiter, said: “The Jupiter Merlin team has been a mainstay of the UK investment industry for many years now. Over its time at Jupiter the team has demonstrated real continuity for clients in terms of its process, its performance and its people. We are pleased to be in a position to make these changes, refreshing the team structure and promoting internal talent, while retaining the unique character that has defined the team over the years.”