Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at http://citywire.co.uk/wealth-manager/article/a749856

Thesis top 100 star Edward Fane exits

by Elsa Buchanan on May 09, 2014 at 10:48

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 here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home


As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Sponsored Video: Barings on investing in Frontier Markets


From Nigeria to Pakistan and from Kenya to Kuwait, frontier markets are catching investors' attention as never before.

More about this:

Look up the funds

  • Thesis Optima Multi-Asset Strategy Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Edward Fane
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Steven Richards
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us

Archive

On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet