JP Morgan Asset Management portfolio manager Clare Hart is to retire in Autumn 2024 after a financial services career spanning three decades.
Hart is currently a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies.
She will continue in these roles for another year to ensure a smooth transition for the team.
See also: Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
Andy Brandon and David Silberman will continue in their current roles as portfolio managers for these strategies and provide continuity. Lerone Vincent and Tony Lee will continue as research analysts.
Lee Spelman, head of US equity, commented: “We wish Clare all of the best in her retirement and thank her for her exceptional contributions to consistently strong client outcomes. We are fortunate to have such a deep and experienced Value team that is set up well to deliver strong investment results.
“Following Clare’s retirement in fall 2024, we expect total continuity of the investment philosophy and process under the oversight of our tenured and talented investment team.”
–
PA EVENT: Autumn Congress, September 27th– 29th | RSVP via email
Hosted at The South Lodge Hotel. Transport and accommodation will be provided for the duration of the event.
Our Autumn Congress will serve as a comprehensive platform for discussing the key trends, challenges, and innovations shaping the wealth management landscape. It will bring together thought leaders and industry professionals for enlightening discussions and networking opportunities. Register link |
Sponsors include Alliance Bernstein, Alger, Boston Partners, Baillie Gifford, CCLA, Janus Henderson, GAM, Jupiter AM and much more! Please see the full line-up on our website: AC2023
