Bringing you live news and features since 2006 

Chase de Vere appoints head of portfolio management

RELATED TOPICS​

Chase de Vere, a national firm of independent financial advisers, has appointed Ben Willis as Head of Portfolio Management.

Willis will have overall responsibility for managing Chase de Vere’s new discretionary model portfolio service, which is expected to be launched on 4 June 2018. He will be based in the Company’s Bath office, working alongside Investment Research Manager, Justine Fearns.
 
Willis entered the financial services industry in 1999 when he joined Chartwell Investment Management. He left Chartwell in 2006 and joined Whitechurch Securities as Head of Research and Senior Investment Manager. He was lead manager on several of Whitechurch’s discretionary portfolios which won investment awards for risk adjusted performance, and had joint responsibility for running around £400 million, before leaving Whitechurch to join Chase de Vere.
 
Willis says: “I am very excited about launching Chase de Vere’s new discretionary investment service, as I know that I have the skill set, experience and expertise to make it a success. I am aiming to translate the award-winning performance I’ve achieved previously to the new portfolios I will be running.
 
“It has been relatively straightforward to make gains over the past decade, as most assets have risen in value. However, it is likely that we face more challenging times ahead and my experience in generating returns, while effectively managing risk, should prove beneficial for Chase de Vere’s clients.”
 
Stephen Kavanagh, Chief Executive, Chase de Vere, says: “I want to make sure that Chase de Vere has a market-leading discretionary model portfolio service. This is why we have recruited Ben Willis, who is an experienced and successful investment manager.
 
“With the launch of this new service, we will be able to manage our clients’ investments and pensions on either an advisory or discretionary basis, whichever suits their needs best. This is a big step forwards as we aim to provide the best overall service for our clients and to be recognised as the leading firm of independent financial advisers in the UK.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by