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John Chatfeild-Roberts, chief investment officer, Jupiter

Jupiter’s Merlin team to hit the road in September


Jupiter’s independent funds team will hit the road in September for a series of adviser conferences held at 22 venues across the country.

The team, represented by John Chatfield-Roberts (pictured) and Algy Smith-Maxwell, will present their latest thoughts on investment markets and discuss their fund choices for the Jupiter Merlin Portfolios.
The tour will begin in Aberdeen on 3 September, and include Manchester, Birmingham, Bristol and Cardiff, ending at London’s Royal Automobile Club on 2 October.
Chatfield-Roberts, head of the Jupiter independent funds team, says: “In a post-RDR world advisers are faced with increasing regulatory challenges, risk assessment needs, and cost pressures. Traditional multi-manager funds face stiff competition from discretionary fund management and passive multi-asset offerings, and suitability is a crucial consideration for advisers. These roadshows should provide a perfect platform for us to address these key issues, and for our team to give an update on our strategy, and some significant changes to the Jupiter Merlin Portfolios."

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