Jupiter Asset Management is delighted to announce the appointment of John Chatfeild-Roberts as Chief Investment Officer. Since 2000, Edward Bonham Carter has combined the CIO role with his work as Chief Executive Officer.
John, who joined Jupiter in 2001 as head of the Jupiter Merlin Fund of Funds Team and who has 20 years' experience as a fund manager, will take on the role from
3 February 2010. His position as Head of the Jupiter Merlin Fund of Funds Team will remain unchanged.
As CIO, John will be responsible for maintaining Jupiter's reputation as a high alpha investment house - nurturing its investment talent and leading the Company's investment managers.
Edward Bonham Carter, Chief Executive of Jupiter Asset Management, said: "In recent years John has been involved with me in many aspects of my work as CIO. With Jupiter's business enjoying strong growth, it is the right time for John to take on the full CIO role. This will enable me to have a greater focus on developing Jupiter's growing business and extending its international reach. In the nine years he has worked here, John has added materially to performance for Jupiter's clients. He possesses the right skills, experience and character to enhance Jupiter's fund management capabilities and I am delighted he will be taking on this role."
John Chatfeild-Roberts said: "Investment is a people business and Jupiter has created a tremendous culture where fund managers are individually responsible for the funds they manage and work in an environment where they are able to perform to the best of their ability. I am excited to have been given the chance to lead the team as CIO and contribute further to the Company's development, whilst continuing to manage the Jupiter Merlin Funds with my colleagues, Peter Lawery and Algy Smith-Maxwell."
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Notes to Editors
Edward Bonham Carter
Edward Bonham Carter joined Jupiter in 1994. He is Group Chief Executive of Jupiter Investment Management Group Limited as well as Chief Executive of Jupiter Asset Management Limited. Edward managed the Jupiter Undervalued Assets Fund (Unit Trust) between January 2001 and March 2009, prior to which he managed the Jupiter UK Growth Fund (from January 1995). He was appointed Chief Investment Officer in 1999 and joint Chief Executive (alongside Jonathan Carey) in 2000. He was appointed sole Chief Executive in 2007.
Edward started his career in the early 1980s at Schroder Investment Management analysing UK and US equities. In 1986, he joined Electra Investment where he successfully managed quoted portfolio accounting for some 30% of the trust's assets. In 1994 he joined Jupiter with a brief to manage high performance funds invested in the UK stock market. Edward studied Economics and Politics at Manchester University.
John Chatfeild-Roberts
John Chatfeild-Roberts joined Jupiter in March 2001 to start and lead the award-winning Jupiter Merlin fund of funds team. He jointly manages the market-leading Jupiter Merlin Portfolios with Peter Lawery and Algy Smith-Maxwell, who both came with him from Lazard, and also is lead manager of the Jupiter Global Managed unit trust. John was appointed to the Board of Jupiter Investment Management Holdings in June 2007.
John was educated at Cheltenham College, Durham University (Economics) and the RMA Sandhurst. After a Short Service Commission in the Army, John started his fund management career at Henderson's (1990-1995), followed by a move to Lazard Asset Management where he set up a successful multi-manager team from scratch. John is a Fellow of the Securities Institute.
NOTE
Jupiter Asset Management Limited (JAM) is authorised and regulated by the Financial Services Authority, for business conducted in the UK, and the registered address is 1 Grosvenor Place London SW1X 7JJ. The group is collectively known as "Jupiter". The above commentary represents the views of the Fund Manager at the time of preparation and may be subject to change, and this is particularly likely during periods of rapidly changing market circumstances. They are not necessarily those of Jupiter and should not be interpreted as investment advice. Past Performance should not be seen as a guide to future returns, the value of an investment and the income from it can fall as well as rise and may be affected by exchange rate variations. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.