View the article online at http://citywire.co.uk/wealth-manager/article/a745874
Top 30 Under 30 nominee quits Thurleigh
by Elsa Buchanan on Apr 11, 2014 at 15:07
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.
News sponsored by:
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
From Nigeria to Pakistan and from Kenya to Kuwait, frontier markets are catching investors' attention as never before.
More about this:
More from us
- Ingenious AM and Thurleigh to merge
- Top 30 under 30: the 2013 class of new wealth management talent
- Wealth Manager top 30 under 30: class of 2014