New Star's Whittaker and Roantree to launch fund group

clock

Former New Star fund managers Stephen Whittaker and Phil Roantree have joined forces to launch a new boutique group, with a view to initially rolling out a hybrid equity and bond product.

Whittaker and Roantree, who together have about 50 years investment experience, plan to submit an application to the FSA by Christmas and could launch the new company as early as Q1 next year. Roantree, the ex-New Star Sterling Bond fund manager, says the new fund is likely to be split 50/50 between equities and bonds, but this could change depending on market conditions at the launch date. Whittaker, the former New Star CIO, left the group in November 2008 following a restructure of its UK equity team. He ran a number of funds at the John Duffield-led group, after previously spending...

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 Investment

Advisers zoomed in on capital accumulation in Q4 2025

Advisers zoomed in on capital accumulation in Q4 2025

Titan Square Mile research finds

Jen Frost
clock 30 January 2026 • 3 min read
Measure for measure: How to track your tracker fund

Measure for measure: How to track your tracker fund

Tracking difference and tracking error

Terry McGivern
clock 28 January 2026 • 3 min read
SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes continue

SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes continue

Healthcare, energy and EM preferred

Linus Uhlig
clock 28 January 2026 • 2 min read