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.

Top 30 Under 30 nominee quits Thurleigh

Top 30 Under 30 nominee quits Thurleigh

Caspar Helmore, a discretionary asset manager, has left Thurleigh Investment Managers, Wealth Manager can reveal.

The discretionary asset manager was recently nominated as part of the 2014 intake to Wealth Manager's annual Top 30 under 30, which unearths the wealth industry's next generation of potential stars.

Chair David Rosier confirmed Helmore had left the firm last week. 'Caspar said we was taking some study leave,' he added. 'He is taking his CFA Level 3 and we wish him the best of luck.'

Helmore joined Thurleigh in 2010 as an investment analyst before being promoted to portfolio manager in charge of a small book of clients.

His responsibilities, which also included working closely on research with the firm's CIO Charles MacKinnon (pictured), will be shared across the invesment team. He was a member of the investment committee.

This comes less than a week after Thurleigh Investment Managers announced its merger with Ingenious Asset Management. The deal has received FCA approval and is scheduled to complete at the end of April.

Under the terms of the tie-up, Ingenious and Thurleigh will combine their investment teams and manage £1.8 billion in discretionary private client assets and platform- based model portfolios.

Rosier told Wealth Manager: 'Our investment team will be joining Ingenious' and there will be no other moves [as part of the merger].

'We're looking forward to working with them, because they have a very good team, and a very good investment process.' he added.

Established in 2003, Thurleigh manages £300 million assets on behalf of private investors, family offices and charities.In 2013, two Thurleigh portfolio manager, Chris Richards and James Von Simson, made the Top 30 under 30.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Brewin's Gutteridge: Yuan direction

Brewin's Gutteridge: Yuan direction

This week Brewin Dolphin's research head chats to Fidelity Asian Investment Directors Jenny Lee and Gary Monaghan about the big changes in China.

Play On the Road Challenge: horsing around on the polo pitch

On the Road Challenge: horsing around on the polo pitch

Libby Ashby takes to the polo pitch with Stuart Leigh-Davies from Redmayne-Bentley for an 'On the Road' challenge.

Brewin's Gutteridge: where Miton's Godber sees value

Brewin's Gutteridge: where Miton's Godber sees value

This week Brewin Dolphin's research head talks to George Godber, co-lead fund manager of the Miton UK Value Opportunities fund, about value investing.

Your Business: Cover Star Club

Profile: what tempted Brewin's Glasgow team over to Rathbones?

Profile: what tempted Brewin's Glasgow team over to Rathbones?

Rathbones’ Glasgow office has only been open for three months but the team, led by Angus Kerr, has already attracted new clients

Wealth Manager on Twitter