Wealth Manager - the site for professional investment managers

Register to get unlimited access to 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
18/45 in Mixed Assets - Conservative GBP (Performance over 3 years) Average Total Return: 11.97%
Edward Fane
Edward Fane
Citywire TV
Play Picton: the UK property hotspots for rental income

Picton: the UK property hotspots for rental income

Picton Property Income CEO Michael Morris reveals how he is planning to ride the ‘ripple effect’ as UK economic growth spills out from the capital across the country.

Brewin's Foster talks financial crisis MkII with Allianz's Riddell

Brewin's Foster talks financial crisis MkII with Allianz's Riddell

This week Brewin Dolphin's head of research talks to Mike Riddell, fund manager at Allianz Global Investors, about the forces driving bonds markets in a tumultuous week for markets.

Play Henderson's Hermon: how to be defensive in smaller caps

Henderson's Hermon: how to be defensive in smaller caps

Hermon, who manages the Henderson Smaller Companies trust, talks about he will tackle a 'challenging' 2016.

Your Business: Cover Star Club

Profile: 'what we are doing at Mosaic is Darwinian'

Profile: 'what we are doing at Mosaic is Darwinian'

The changes in financial services over the last few years may leave some destitute warns Marco Sambucci of Mosaic Money Management

Wealth Manager on Twitter