Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Whitechurch research head Ben Willis joins Chase De Vere

Whitechurch research head Ben Willis joins Chase De Vere

Whitechurch Securities’ has replaced outgoing head of research Ben Willis with Citywire Top 30 Under 30 2018 finalist Jonathan Moyes.

Willis, who had been at the company for 12 years, has left to join Chase De Vere as its head of portfolio management.

Commenting on the appointment, Chase de Vere chief Stephen Kavanagh said: ‘We need to ensure that our discretionary model portfolio service is a market-leading proposition and that it will provide significant benefits to our clients.'

He added: ‘By recruiting Ben, as head of portfolio management, we are taking a big step forwards in achieving this. He is hugely experienced at establishing and managing successful investment portfolios and with his positive and enthusiastic approach he is a great fit for Chase de Vere.’

Prior to joining Whitechurch, Willis (pictured) worked for boutique Chartwell House Asset Management.

He was part of the investment team that led boutique Whitechurch to win a string of industry awards including Citywire Wealth Manager’s Investment Performance awards 2014, 2015 and 2016.

Moyes has been a member of the Whitechurch investment team since 2011. Prior to joining Whirtechurch, he worked for Brewin Dolphin.

In his new role, he will be one of the senior managers in the Whitechurch investment team, jointly responsible for making key decisions on fund selection and asset allocation.

Whitchurch also announced that it would be strengthening its investment team further with the addition of a research analyst.

Last summer the firm appointed Tom Sayers as a senior investment manager.

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 Boutique tapes: my business will never be sold

Boutique tapes: my business will never be sold

In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.

Play Boutique tapes: are top managers better off at small firms?

Boutique tapes: are top managers better off at small firms?

In episode three of our series, boutique bosses discuss whether the best fund managers are more likely to thrive at smaller firms.

Play Boutique tapes: if you want a Ferrari, you have to pay for it

Boutique tapes: if you want a Ferrari, you have to pay for it

In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.

Read More
Your Business: Cover Star Club

Profile: how this boutique beat the big guns of wealth

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Wealth Manager on Twitter