We take great pride in the stability of our investment team, where staff turnover is extremely low, which has allowed our clients to benefit from a high level of service continuity. This has resulted in a particularly loyal client base, where retention has been very high for a number of years.
We prioritise our client relationships by limiting the number of clients that individual managers can look after, ensuring that we can provide you with a dedicated, personal service at all times.
We believe that through building long-term relationships, our managers are better able to understand changing requirements and employ the range of solutions at their disposal, in order to meet clients' objectives.
Team Profile
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Colin Chisholm Head of Private Client Investment Service Colin Chisholm has worked in fund management since 1974. He has specialised in private clients since 1985 when he co-founded Thornhill Investment Management. He subsequently worked for the Rothschild Group and joined Jupiter in January 1996. |
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Samantha Boyd Private Client Fund Manager Samantha joined in 2001 having previously worked as a Portfolio Manager within a major merchant bank's Private Client department. |
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Victor Cazalet Private Client Fund Manager Victor joined in 2000 from Lazard Asset Management where he was responsible for the Private Client department. He has spent many years in fund management, concentrating latterly on the management of personal and trust assets both onshore and offshore. Prior to joining Jupiter, the majority of his career was spent at Morgan Grenfell Asset Management. |
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Tim Woods Private Client Fund Manager Tim started in Private Clients management in 1983, moving to Jupiter in 1995 from Gerrard Vivian Gray. Prior to this he helped to set up and manage the private client subsidiary of Edinburgh Fund Managers in London.
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Kevin Booth Private Client Fund Manager Kevin has 24 years experience in Private Client fund management and has managed portfolios at Jupiter for the past 19 years. He moved to Jupiter from Rea Brothers in 1988, having previously worked at Hill Samuel.
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Jamie Fergusson Private Client Fund Manager Jamie joined Jupiter in 2000 taking responsibility for pension development in 2005. As a Private Client Fund Manager, Jamie specialises in SIPP portfolios. Prior to joining Jupiter Jamie worked as an investment broker at Gifford Stewart.
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Melanie Wotherspoon Director of Private Client & Charity Business Development Melanie has more than 18 years experience in financial services. For the past six years she has worked in the private client department at Baring Asset Management - initially as a product specialist and latterly as a Business Development Manager. This followed a year working as Manager Fixed Income Portfolio Control and two years as a business consultant, both for Baring.
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