Dean exit fallout: Whitechurch labels Schroder UK Opps a sell

Anna Fedorova
clock

Whitechurch Securities has moved to sell clients' positions in the Schroder UK Opportunities fund following Julie Dean's exit from the group.

Dean has been running the £2.1bn fund for Schroders since last year, when she joined the group following the takeover of Cazenove Capital. In total, she runs over £4bn in the UK Opportunities strategy, including the Oeic and additional mandates. She has established herself as a leading UK equity manager having worked at Cazenove since 2002, and her exit has prompted Whitechurch to act. Ben Willis (pictured), head of research at Whitechurch, said the manager's departure added to the list of other concerns about the mandate, including its size. "Following the announcement of fund man...

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

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

'The sector should be flying — but it isn't'

Darius McDermott
clock 08 May 2025 • 5 min read
Why China's journey to net zero demands investors' attention

Why China's journey to net zero demands investors' attention

China's journey towards net zero could yet prove more rapid than expected

Gabriel Sacks
clock 07 May 2025 • 4 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

Sahar Nazir
clock 07 May 2025 • 2 min read