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

Fifty years after 'Bogle's Folly', what comes next for financial advice?

Fifty years after 'Bogle's Folly', what comes next for financial advice?

'Indexing will continue to grow, but the wrapper through which investors access it will change'

Gillian Hepburn
clock 12 October 2026 • 4 min read
Chris Justham: Why the industry must 'entertain and engage' investors

Chris Justham: Why the industry must 'entertain and engage' investors

‘We can’t just offer them a dry cracker and ask them to chew it down’

Chris Justham
clock 07 October 2026 • 3 min read
Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Two new funds launched

Michael Nelson
clock 06 October 2026 • 6 min read