Britannic to keep IFAs in loop on new trio

clock

News that fund managers Tim Callaghan, Adrian Darley and Jonathan Fearon have pledged to move to Britannic Asset Management from Gartmore will be followed by an active communications process to keep IFAs up to date on when exactly they will start their new management duties and how they will bring a different approach, says Jonathan Polin, sales and marketing director at BAM.

The overall objective is to improve the performance of BAM’s European funds, Polin says, on the basis of the successful investment process used by the trio as part of their proven track record at Gartmore. Their joining may also lead to the launch of additional funds, but discussions on this would only take place once they have “got their feet under the table” with regards to the existing funds, Polin adds. As for timing, Polin says Gallaghan and Darley are on six months notice periods at Gartmore, with Fearon on a three month notice period. It is hoped that they could start sooner th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read
The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read