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23.87M
1.15%
Dec 18, 2003
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and bonds (loans to governments or companies).
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
John Ewen | - | 2014 | 2022 |
Ben Ward | - | 2014 | 2022 |
Biography | Ben joined the company following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben began his investment career in 2009 building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder. | ||
Caroline Tye | - | 2003 | 2014 |
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