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Epworth Investment Management appoints chief investment strategist

News Team, 09/06/2021

Epworth Investment Management (Epworth), the UK investment manager dedicated to serving the needs of churches and charities, has hired Roz Amos as chief investment strategist.

Ms Amos will join the senior management team, and she will be responsible for all matters relating to the investment functions of Epworth and the Central Finance Board of the Methodist Church, including defining and executing the investment strategy, asset allocation, and fund performance.

The firm believes her extensive experience across asset allocation and risk management will enable Epworth to enhance its development of investment solutions for the charity sector.

Ms Amos joins Epworth from UBS Asset Management, where she chaired its Product Strategy Board, helping to build the global product range and develop an innovative product shelf and strategy.

Prior to this, she was an investment consultant with Willis Towers Watson, where she started her career, working in both London and Sydney.

Over the course of her 15 years with Willis Towers Watson, Roz advanced to head the New Ideas and Indexation research teams; worked with several of the world’s largest asset owners on investment strategy and manager selection; and gained experience in portfolio and product design.

David Palmer, chief executive, said: “I am very pleased to announce Roz’s decision to join Epworth Investment Management. Epworth has undergone a tremendous amount of development and this has underscored our need for the strategic skillset that Roz brings to the team. We are delighted to be welcoming Roz and are very much looking forward to working with her as the organisation continues to grow.”

In recent years, Epworth’s offering has established three new investment fund including the Global Equity Fund for Charities, the Epworth Multi-Asset Fund for Charities, and most recently, the Epworth Climate Stewardship Fund.

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