Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Thesis top 100 star Edward Fane exits

Edward Fane, head of Thesis’s model portfolio service (MPS), is departing for research company Morningstar, Wealth Manager can reveal.

During his 10-year stint at Thesis, Fane co-managed its Optima fund of funds range and led the MPS, reporting to Steven Richards.

He also featured as part of Wealth Manager’s Top 100 private client managers last year on account of his influential role in Thesis’s research team.

He is joining Morningstar as a senior investment consultant.

After Fane’s departure in June, Richards and his team will take on the responsibility for the MPS alongside the Optima fund range. There will be no changes to the investment process of the Optima proposition or the MPS, which have about £85 million and £20 million assets under management, respectively.

Richards said: ‘Fane’s work over the last few years leaves the team well placed to achieve our ambitious growth plans for the proposition and continue to deliver consistent returns to our clients.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Steven Richards
Steven Richards
2/2 in Mixed Assets - Conservative USD (Performance over 3 years) Average Total Return: 12.79%
Edward Fane
Edward Fane
Citywire TV
Citywire TV
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter