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.
Citywire TV
Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Play Japan's slump, the umbrella revolution and the battle for Brazil

Japan's slump, the umbrella revolution and the battle for Brazil

With the arrows of Abenomics appearing to be missing their targets and political uncertainty rife in Hong Kong and Brazil we take a look at investor sentiment in this week's Investment Pulse

Your Business: Cover Star Club

Profile: The adviser that tempted Robin Minter-Kemp on board

Profile: The adviser that tempted Robin Minter-Kemp on board

It is rare to meet an impassioned individual who is willing to bang the drum for investment advisory right now

Wealth Manager on Twitter