 |
|
 |
|
Fund Manager Biographies
|
 |
|
|
UK Equities Team |
|
Anthony Nutt - Head, Income and UK Equities Teams Director, Jupiter Main Board and Jupiter Asset Management Limited Anthony Nutt joined Jupiter in 1996 and has managed Jupiter's largest unit trust, the Jupiter Income Trust, since May 2000. Anthony also manages the Jupiter High Income Trust Fund (Unit Trust), the Jupiter Dividend and Growth Trust PLC and the equity portion of the Jupiter Distribution Fund. He has run institutional investment funds since 1983 and was responsible for managing one of the largest UK unit trusts on behalf of a UK clearing bank. Prior to joining Jupiter, Anthony was a director of the asset management division of a leading merchant bank, responsible for leading investment trusts as well as the management of specialist and balanced pension funds on behalf of key UK and overseas clients.
|
|
Richard Curling - Fund Manager, UK Equities Team Director, Jupiter Asset Management Limited Richard Curling joined Jupiter in 2006 and manages the Jupiter UK Smaller Companies Fund (Unit Trust), the Jupiter Primadona Growth Investment Trust and institutional assets. Prior to joining Jupiter, Richard worked for Morgan Grenfell as Manager of the UK Pensions and Income Funds, before moving to Deutsche Bank where he was appointed Managing Director and Head of Small Caps. In this position, which he held for more than ten years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also Head of Global Small Caps and responsible for the Global/EAFE Small Cap product. Richard gained a degree from Edinburgh University and is an Associate of the Society of Investment Analysts.
|
|
Philip Gibbs - Fund Manager, UK Equities & Financials Teams Philip Gibbs joined Jupiter in 1997. He manages the Jupiter Absolute Return Fund (Unit Trust), the Jupiter International Financials Fund (Unit Trust), the Jupiter Second Split Trust PLC and institutional assets. Philip also co-manages the Jupiter Financial Opportunities Fund (Unit Trust), is Deputy Manager of the Jupiter Global Financials SICAV alongside Robert Mumby, and is Deputy Manager of the Jupiter Hyde Park Hedge Fund alongside Guy de Blonay. Philip has had extensive experience as a stockbroking analyst specialising in equities of UK financial companies, having worked in relevant roles between 1983 and 1997 for both BZW and Laing and Cruickshank. Philip gained a degree from Cambridge University and is a Chartered Accountant.
|
|
Patrick Harrington - Fund Manager, UK Equities Team Director, Jupiter Asset Management Limited Patrick Harrington joined Jupiter in 2009 and manages the Jupiter Undervalued Assets Fund (Unit Trust), the Jupiter Fund of Investment Trusts (Unit Trust) and the Jupiter Monthly Income Fund (Unit Trust). Prior to joining Jupiter, he was UK Equities Fund Manager at OLIM LTD, and before that he was a Director at Henderson Global Investors from 2001 to 2004, where he held responsibility for Fund Management of Henderson's UK Retail Equity Income Funds. Patrick started his career as a Director at M&G Investment Management Ltd, where he was in charge of UK Equities and a Fund Manager from 1988 to 1996, as well as having responsibility for UK Diversified Financials. Patrick was also a Member of the Electricity Sector and a Member of the Asset Allocation Committee for the Henderson Managed Income Plan. Patrick gained an M.A. in Mathematics from Oxford University, and he is an Associate Member of the Institute of Investment Management & Research (UK Society of Investment Professionals).
|
|
Philip Matthews - Fund Manager, Income and UK Equities Teams Director, Jupiter Asset Management Limited Philip Matthews joined Jupiter in 1999 as Assistant Fund Manager on the Jupiter Income Fund and the Jupiter Global Technology Fund. He currently manages the Jupiter Growth & Income Fund (Unit Trust). Prior to joining Jupiter, Philip worked at Chesterton plc in the Residential Investment and Development Department. Philip gained a degree in Modern & Medieval Languages (Italian & German) from Cambridge University.
|
|
Ian McVeigh - Fund Manager, UK Equities Team Director, Jupiter Asset Management Limited Ian McVeigh joined Jupiter in 2003. He manages the Jupiter UK Growth Fund (Unit Trust) and institutional assets. Ian was previously at Schroder Investment Management, during which time he managed the Schroder Income Fund, Schroder Split Investment and Trust, as well as the Schroder Income Growth Investment Trust. Prior to joining Jupiter, Ian worked for Parkway Capital where he was appointed Joint Chief Investment Officer. He gained a degree in Modern History from Oxford University and has completed the Stock Exchange Exams.
|
|
Derek Pound - Fund Manager, UK Equities Team Derek Pound joined Jupiter in 1995 as a Fund Manager within the UK Equities Team. He currently manages the UK portion of the Jupiter Global Managed Fund (Unit Trust). Prior to joining Jupiter, Derek was an Assistant Fund Manager at WF Investment Management. He gained a degree in Economics from Westminster University and is ASIP qualified.
|
|
Chris Watt - Fund Manager, Socially Responsible Investments (SRI) & UK Equities Teams Chris Watt joined Jupiter in 1999 and moved to fund management in 2000. He is currently Manager of the Jupiter Environmental Income Fund (Unit Trust) and Deputy Fund Manager of Jupiter UK Alpha Fund (Unit Trust). For most of his career at Jupiter, Chris has worked on the UK equity desk. In August 2006, he extended these responsibilities to include Socially Responsible Investment. Chris gained a degree in Geography and an MSc Cert in Investment and Finance, both from Aberdeen University.
|
|
Ben Whitmore - Fund Manager, UK Equities Team Director, Jupiter Asset Management Limited Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust), the Jupiter UK Alpha "Best Ideas" Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.
|
|
Steve Davies - Deputy Fund Manager, UK Equities Team Steve Davies joined Jupiter in 2007 as a member of the UK Equities Team responsible for supporting the management of the Jupiter UK Growth Fund. Prior to joining Jupiter, Steve was head of the retail research team at Numis Securities. Steve also worked as a Retail Analyst and Senior Retail Analyst, respectively, for Retail Intelligence before moving to PricewaterhouseCoopers where he was appointed Assistant Director of the Retail and Branded Goods team. Steve gained a degree in PPE from Oxford University.
|
|
Alastair Gunn - Assistant Fund Manager, UK Equities Team Alastair Gunn joined Jupiter in 2007 as an analyst for the UK Equities Team specialising in the Transport and Property sectors, and is currently Co-Manager of the Jupiter Distribution Fund. Before joining Jupiter, Alastair was Managing Director of Equity Research for Bear Stearns International, before moving on to become a Director of Equity Research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange. |
European Equities Team |
|
Alex Darwall - Head, European Equities Team Director, Jupiter Asset Management Limited Alex Darwall joined Jupiter in 1995 and currently heads up the Jupiter European Team. He manages the Jupiter European Fund (Unit Trust), the Jupiter European Opportunities Trust (Investment Trust), the Jupiter European Growth SICAV and institutional assets. Alex originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts including County Council pension funds (European portion). In 1999, he assumed management of the Jupiter European Investment Trust and subsequently the rollover vehicle, the Jupiter European Opportunities Trust (Investment Trust), which launched in November 2000. Alex trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became Head of French Equity Research. He joined Goldman Sachs in London in 1992, where he worked as a French Equity Analyst prior to moving to Jupiter. Alex gained a degree in History from Cambridge University.
|
|
Elena Shaftan - Head, Emerging European Equity Team Director, Jupiter Asset Management Limited Elena Shaftan joined Jupiter in 2000. She has managed the Jupiter Emerging European Opportunities Fund since launch in September 2002, and the Jupiter New Europe SICAV since its launch in November 2007. Before joining Jupiter, Elena managed Eastern European equities at AIB Govett Asset Management for six years. Elena gained a degree in Radio Electronic Engineering from Riga Aviation University.
|
|
Cédric de Fonclare - Fund Manager, European Equities Team Director, Jupiter Asset Management Limited Cédric de Fonclare joined Jupiter in 1999. He has managed the Jupiter European Special Situations Fund (Unit Trust) since July 2005. He also manages the Jupiter European Opportunities SICAV, the CCR Centrale Croissance Europe, the Continental European component of Jupiter Global Managed Fund (Unit Trust), institutional assets and he is co-manager of the Jupiter European Absolute Return SICAV. Cédric gained a degree in International Business Administration from Sorbonne University.
|
|
Ingrid Kukuljan - Fund Manager, Emerging European Equities Team Director, Jupiter Asset Management Limited Ingrid Kukuljan joined Jupiter in 2004 and currently works as co-manager (with Elena Shaftan) of the Jupiter Emerging European Opportunities Fund (Unit Trust) and the Jupiter New Europe SICAV. Prior to joining Jupiter, Ingrid was Director of Investor Relations of Pliva, one of Eastern Europe's largest pharmaceutical companies and one of the top ten global generic companies, and prior to that she was at Lazard Capital Markets for six years. Ingrid gained a degree in Italian and Business Studies from University College, London.
|
|
Malcolm Millar - Fund Manager, European Equities Team Malcolm Millar joined Jupiter in 2002. He has managed Pan-European funds since May 2003. Malcolm has managed the Jupiter European Income Fund (Unit Trust) since May 2007, and has also been Lead Manager of the Jupiter Global Equities SICAV since its inception in September 2009. Malcolm qualified as a Chartered Accountant in PricewaterhouseCoopers' middle market division before working on PwC's Public Company Corporate Finance Advisory Team. Malcolm gained a degree in PPE from Oxford University and holds the Securities Institute Diploma.
|
Stephen Pearson - Fund Manager, European Equities Team Director, Jupiter Asset Management Limited Stephen Pearson joined Jupiter in 2001 and is currently manager of the Jupiter Europa Hedge Fund and co-manager of the Jupiter European Absolute Return SICAV. He has more than 15 years' European investment experience and, prior to joining Jupiter, held positions at both Sloane Robinson and GT Management. Stephen gained a degree in Classics from Oxford University and holds the Securities Institute Diploma. |
|
Michael Buhl-Nielsen- Analyst, European Equities Team Michael Buhl-Nielsen joined Jupiter in December 2006 as a European Hedge Fund Analyst, providing analytical and fund management support to Stephen Pearson. Prior to this he worked at Centaurus Capital and Credit Suisse as a special situations analyst. He has also held positions structuring and trading derivatives at Daiwa Securities, SMBC Europe and Lehman Brothers International. Michael gained a degree in Mathematics from Imperial College, London and is a Chartered Financial Analyst.
|
|
Greg Herbert - Analyst, European Equities Team Greg joined Jupiter in April 2005 as a senior investment writer (latterly Investment Communications Manager) before joining our European Equities Team as an Analyst in October 2007. Prior to this, Greg worked in various related roles, including Senior Portfolio Analyst for State Street Global Advisors, Head of the UK desk for Standard & Poors and as an investment correspondent for both Globalnet Financial and Bridge Information Systems. Greg gained an MSc in Investment Management from Cass Business School, City University, an MSc in International Relations (Econ) from London School of Economics and Political Science, and a degree in French and Italian from University of Bristol. |
|
Colin Croft - Fund Manager Emerging European Equities Team Colin Croft joined Jupiter in August 2006 as an Emerging European Analyst. He is currently co-manager of the Jupiter Emerging European Opportunities Fund and the Jupiter New Europe SICAV, having been promoted to Fund Manager in January 2010. Colin gained an Executive MBA from London Business School.
|
|
Global Team
|
|
Philip Ehrmann - Joint Head, Far Eastern Equities Team Director, Jupiter Asset Management Limited Philip Ehrmann has been investing in China for over 15 years. He joined Jupiter in October 2006 and launched the Jupiter China Fund (Unit Trust) during the same month. He also manages the Jupiter China Sustainable Growth SICAV. Philip started his career in 1981 in institutional equity sales, focusing on US West Coast growth companies, before moving to INVESCO in 1984, as a Portfolio Manager specialising in North American equities, where he was later appointed Partner and Head of the Emerging Markets desk. In 1995, he moved to Gartmore as Head of Global Emerging Markets before being appointed head of Pacific and Emerging Markets. In 2000, he was named Fund Manager of the Year, Emerging Markets, by Investment Week. Philip gained a degree in Economics from London School of Economics.
|
|
Simon Somerville - Joint Head, Far Eastern Equities Team Director, Jupiter Asset Management Limited Simon Somerville joined Jupiter in 2005 as joint head of the Far Eastern Equity Team and is responsible for managing the Jupiter Japan Income Fund (Unit Trust), which he has managed since its launch in September 2005, as well as the Japanese component of the Jupiter Global Managed Fund (Unit Trust) and the Jupiter Japan Select SICAV. Simon previously worked for Cazenove Fund Management as Head of Global and Japan Equities. He gained a degree in Economics from Durham University.
|
|
Ben Surtees - Fund Manager, Far Eastern Equities Ben Surtees joined Jupiter in 1997 as a member of the sales and marketing department and joined the Far East Desk in 2000. He is the manager of the Jupiter Asian Fund, the Jupiter Asia Pacific SICAV and the Far Eastern portion of the Jupiter Global Managed Fund (Unit Trust), as well as co-manager of the Jupiter Global Equities SICAV. Ben gained a degree in Politics from the University of East Anglia.
|
|
Dan Carter - Assistant Fund Manager, Far Eastern Equities Team Dan joined Jupiter in 2008 as an Analyst on the far Eastern Equities team, and is currently Assistant Fund Manager for the Far Eastern Equities Team. Before joining Jupiter, Dan was a Fund Manager at Odey Asset Management on the Japanese Equities Team, and was previously at Baillie Gifford & Co, where he was an Investment Analyst for both the Japanese Equities and UK Large-cap Equities teams. Dan gained a degree in Economics and Economic History from the University of Warwick and is a Chartered Financial Analyst.
|
|
Avinash Vazirani - Head, South Asia Equities Team Director, Jupiter Asset Management Limited Avinash Vazirani joined Jupiter in 2007 as Head of the South Asia Equities Team. He manages the Jupiter India Fund and the Jupiter India Select SICAV (which acquired the assets of the Peninsular South Asia Access Fund, which he ran from launch in July 1995). Prior to joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management; he later left to found Peninsular Capital Partners LLP in 2005, where he was Managing Partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. Avinash is a qualified Chartered Accountant. |
|
Joanna Lee - Member, South Asia Equities Team Senior Operational Analyst Joanna Lee joined Jupiter in 2007 as a Senior Operational Analyst of the South Asia Equities Team where she is responsible for middle office support. Before joining Jupiter, Joanna was Financial Controller at Maroon Capital Group Ltd and Head of Operations at Peninsular Capital Partners LLP. Prior to this, she was the head of accounting and administration for Wickam Capital Limited (Hedge Fund) and worked for more than 10 years as a Financial Controller for Asian Equities at ABN AMRO Bank NV. Joanna gained a degree in Business Studies from the University of Westminster and is a Fellow of Chartered Association of Certified Accountants (FCCA). |
|
Amelie Thevenet- Analyst, South Asia Equities Team Amelie joined Jupiter in 2007 as an analyst for the South Asia Equities Team. Prior to this, she was a junior analyst at Peninsular Capital Partners LLP. Amelie gained an MSc in Management from EM Lyon Business School and holds Part I of the CFA examination. |
|
Rupert Corfield - Fund Manager/Director of Portfolio Risk & Fund Management Operations Director, Jupiter Asset Management Limited Rupert Corfield joined Jupiter in 1996. He is currently Director of Portfolio Risk & Fund Management Operations and has responsibility for managing institutional money; he also specialises in US equities and is Deputy Fund Manager for the Jupiter North American Income Fund. Prior to joining Jupiter, Rupert was a Fund Manager at Second United Securities. He was an officer in the British Army before joining Grace Family, New York as a Trainee Fund Manager in 1992.
|
|
Sebastian Radcliffe - Fund Manager, US Equities Director, Jupiter Asset Management Limited Manager Sebastian Radcliffe joined Jupiter in 1997 and currently manages the Jupiter North American Income Fund (Unit Trust), the Jupiter North American Equities SICAV and the North American component of the Jupiter Global Managed Fund (Unit Trust). Prior to his appointment as Fund Manager, Sebastian worked on the US equity desk where he assisted the head of US equities, while focusing on research of the US technology market. Sebastian gained the equivalent of an MA degree from the Ecole Superieur de Commerce de Rennes.
|
|
Jupiter Independent Funds Team
|
|
John Chatfeild-Roberts - Chief Investment Officer and Head of the Jupiter Independent Funds (JIF) Team Director, Jupiter Main Board and Jupiter Asset Management Limited John joined Jupiter in March 2001, and he was appointed Chief Investment Officer of Jupiter Asset Management in February 2010. He established the award-winning Jupiter Merlin fund of funds team, in which he jointly manages the Jupiter Merlin Portfolios with Peter Lawery and Algy Smith-Maxwell, who both came with him from Lazard Asset Management. John is also Lead Manager of the Jupiter Global Managed Fund (Unit Trust). John gained a degree in Economics from Durham University 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.
|
|
Peter Lawery - Fund Manager, Jupiter Independent Funds (JIF) Team Director, Jupiter Asset Management Limited Peter Lawery joined Jupiter in 2001. He jointly runs the Jupiter Merlin Funds of Funds range with John Chatfeild-Roberts and Algy Smith-Maxwell as a Fund Manager of the Jupiter Independent Funds Team. Peter started his career in 1990 working for Hill Samuel Investment. He moved to Lazard Asset Management in 1992 and became a Fund Manager in 1996. Peter is qualified by the Institute of Investment Management and Research (IIMR) (now the UK Society of Investment Professionals).
|
|
Algy Smith-Maxwell - Fund Manager, Jupiter Independent Funds (JIF) Team Director, Jupiter Asset Management Limited Algy Smith-Maxwell joined Jupiter in 2001. He jointly runs the Jupiter Merlin Funds of Funds range with John Chatfeild-Roberts and Peter Lawery as a Fund Manager of the Jupiter Independent Funds Team. Algy has extensive experience specialising in multi-manager funds. He started his career in 1995 as a Fund Analyst for Henderson's before becoming a Fund Manager for Lazard Asset Management in 1999.
|
|
SRI & Governance Team |
|
Emma Howard Boyd - Head of Socially Responsible Investment and Governance, Director, Jupiter Asset Management Limited Emma joined Jupiter in 1994 and has overall responsibility for the management and development of Jupiter's SRI business. She is also responsible for building Jupiter's corporate governance and engagement services for institutional clients and Jupiter's UK retail funds.
Emma is an independent non executive member of the Environment Agency Board. During 2007, Emma was a member of the Commission on Environmental Markets and Economic Performance, set up by the UK Government to make detailed proposals specifically on enhancing the UK environmental industries, technologies and markets. She is also a faculty member of the Cambridge Programme for Sustainable Leadership and a director of Triodos Renewables Plc.
Emma was Chair of the UKSIF, the sustainable investment and finance association until March 2006, when she retired from the board after eight years' service. She was founding Chair of Eurosif, the European Sustainable and Responsible Investment Forum, from its launch until the end of 2002.
Prior to working at Jupiter, Emma specialised in corporate finance at Hill Samuel and Banque Nationale de Paris. She has also worked as a researcher and campaigner for various Non-Governmental Organisations.
|
|
Charlie Thomas - Fund Manager, SRI & Governance Team Director, Jupiter Asset Management Limited Charlie Thomas joined the Jupiter SRI Team in 2000 and, since September 2003, he has been the lead fund manager of both Jupiter Green Investment Trust PLC and the Jupiter Ecology Fund (Unit Turst). Charlie also manages the Climate Change Solutions SICAV and is responsible for the management of a number of segregated mandates for Jupiter's institutional clients.
Prior to Jupiter, Charlie spent three years working for BP, firstly as an Environmental Policy Adviser where he was instrumental in developing climate change strategies and policies for the group, and later as a Commercial Analyst where he worked on new business development. Charlie has also worked for the United Nations Environment Programme as well as other financial institutions. Charlie gained an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University. |
|
Chris Watt - Fund Manager, SRI & Governance Team Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an assistant fund manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007.
Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.
|
|
Abbie Llewellyn-Waters - Equities Analyst, SRI & Governance Team Abbie joined the Fund Management Team in 2007 as an Equities Analyst for Global Green Equities. Abbie is responsible for generating investment ideas through quantitative analysis, conducting meetings with company management and analysing external research.
Prior to this, Abbie was a Request for Proposals (RFP) Executive within Jupiter's marketing department. She gained a degree in Classics from University College, London and she holds Level I of the CFA examination.
|
|
Solange Le Jeune - SRI Analyst, SRI & Governance Team SSolange joined Jupiter in 2008. As an Analyst within the Socially Responsible Investment (SRI) & Governance Team, Solange conducts company research and analysis with a view to understanding the risks and opportunities that a company's environmental and social performance might present. She also looks at how a company's products, technology and/or services can provide environmental and social benefits to society.
Before joining Jupiter's SRI Team, Solange worked as an SRI Analyst at EthiFinance, the French sister company of EIRIS, where she focused on Large and Mid Cap companies on the main French indexes. She also held positions at France Active and NatIxis, developing Funds investing in social enterprise.
Solange gained an MSc in Management from EM Lyon (Management School of Lyon), France, and a Masters in International Affairs (Sustainable Development) from Sciences Po Paris.
|
|
Cynthia Pinniger - Corporate Governance Manager, SRI & Governance Team Cynthia is responsible for implementing Jupiter's UK Corporate Governance and Voting Policy across all of Jupiter's institutional and retail funds. Cynthia undertakes corporate governance engagement with companies and co-ordinates Jupiter's responses to governmental and industry consultations and reviews. Prior to taking on this role, Cynthia was an administrator to several large institutional clients before undertaking the additional role of introducing corporate governance voting for institutional pension funds in 1998. |
|
Ashish Ray - Corporate Governance Analyst, SRI & Governance Team Ashish joined Jupiter in August 2007. He is a Corporate Governance Analyst for the SRI & Governance Team, assisting the Corporate Governance Team in implementing Jupiter's UK corporate governance voting and engagement policy for institutional and retail funds.
Prior to joining Jupiter in August 2007, Ashish was a Corporate Governance Analyst at Fidelity International Ltd (FIL), assisting the Corporate Governance Group in applying FIL's voting policy across its US, UK, HK, Japanese and Indian holdings. Before this, he was a Research Analyst for Manifest Information Services Ltd, responsible for conducting corporate governance research for institutional clients. Ashish gained an MSc Accounting & Finance from the University of Birmingham, and a degree in Economics from University of London.
|
|
Fixed Interest Team |
|
John Hamilton - Head, Fixed Interest Team Director, Jupiter Asset Management Limited John Hamilton joined Jupiter in 1991. He has managed the Jupiter Corporate Bond Fund (Unit Trust) since its launch in May 1998 and co-manages the fixed interest portion of the Jupiter Distribution Fund (Unit Trust). John is a Director of Jupiter Asset Management Limited and Head of the Fixed Interest Department at Jupiter. He has over 30 years' experience specialising in fixed interest investment, having begun his career in 1979 in the Gilt Department of stockbrokers Laurie Milbank and Co. In 1981 he moved to the London Life Association where he later became Fixed Interest Manager. Six years later (and four years prior to it being acquired by Jupiter) he moved to Tyndall Investment Management Limited as Fixed Interest Director. John gained a degree in Mathematics from London University.
|
|
Ariel Bezalel - Fund Manager, Fixed Interest Team Ariel Bezalel joined Jupiter in 1997 as a member of the Fixed Interest team and currently manages the Jupiter Strategic Bond Fund as well as the fixed interest component of the Jupiter Monthly Income Fund (Unit Trust) and Jupiter High Income Fund (Unit Trust). Ariel gained a degree in Economics from Middlesex University.
|
|
Rhys Petheram - Assistant Fund Manager, Fixed Interest Team and UK Equities Team Rhys Petheram joined Jupiter in 2006 and is currently Co-Manager of the Jupiter Distribution Fund. Rhys was previously a credit and UK Equity Research Analyst, later becoming an Investment Grade and High Yield Credit Analyst responsible for UK utilities coverage for the Fixed Interest and UK Equities Teams. Prior to joining Jupiter, Rhys was an Analyst at Towers Perrin Australia and a Credit Analyst for Utilities at Moody's Investor Services. Rhys gained a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne. Rhys is also a Chartered Financial Analyst. |
|
Lee Manzi - Fund Manager, Fixed Interest Team Lee Manzi joined Jupiter in 2010 as a Fund Manager to run global convertible and multi-asset strategies. Before joining Jupiter, Lee was a Fund Manager at RWC focusing on global convertible and multi-asset strategies, and at JPMorgan Asset Management, where he was a Vice President and Fund Manager, working in the Global Multi-Asset Group. Lee gained a degree in Accounting from Portsmouth University and is a Chartered Financial Analyst.
|
|
Jupiter Financials Team |
|
Philip Gibbs - Fund Manager, UK Equities & Financials Team Philip Gibbs joined Jupiter in 1997. He manages the Jupiter Absolute Return Fund (Unit Trust), the Jupiter International Financials Fund (Unit Trust), the Jupiter Second Split Trust PLC and institutional assets. Philip also co-manages the Jupiter Financial Opportunities Fund (Unit Trust), is Deputy Manager of the Jupiter Global Financials SICAV alongside Robert Mumby, and is Deputy Manager of the Jupiter Hyde Park Hedge Fund alongside Guy de Blonay. Philip has had extensive experience as a stockbroking analyst specialising in equities of UK financial companies, having worked in relevant roles between 1983 and 1997 for both BZW and Laing and Cruickshank. Philip gained a degree from Cambridge University and is a Chartered Accountant.
|
|
Guy de Blonay - Fund Manager, Financials Team Guy joined Jupiter in May 2010. He is a member of the Financials team. Guy is the Lead Manager of the Jupiter Hyde Park Hedge Fund, and co-manages the Jupiter Financial Opportunities Fund with Philip Gibbs. Previously, Guy worked at New Star/Henderson for eight years managing the Henderson New Star Global Financials fund, New Star Financial Opportunities Investment Trust and New Star Financials Hedge Fund. Prior to this, he worked for six years as an analyst at Jupiter.
|
|
Robert Mumby - Fund Manager, Financials Team Director, Jupiter Asset Management Limited Robert Mumby joined Jupiter in 2006 and is currently Lead Manager of the Jupiter Global Financials SICAV. Robert started his career at KPMG where he worked in audits, tax and corporate finance before moving to the corporate finance division at the Industrial Bank of Japan. Prior to joining Jupiter, Robert worked for twelve years as an investment analyst specialising in financial services companies, most recently Canaccord Capital, but also HSBC, ABN and BZW/CSFB. Robert gained a degree in Mechanical Engineering from the University of Manchester and is ACA qualified..
|
|
|
|
 |
|
 |