IFA Chase de Vere appoints research analyst after DFM launch

Launched in June

Victoria McKeever
clock • 1 min read

Chase de Vere has appointed Brad Packham as a research analyst to strengthen its investment management team following the launch of its Select Portfolio Management service in June.

Professional Adviser's sister title Investment Week revealed in January Chase de Vere was applying for discretionary permissions to launch the in-house service.  Packham joins the investment team headed by Ben Willis, who left discretionary fund manager (DFM) Whitechurch Securities for Chase de Vere in April. Packham, who will be based in the IFA's Bath offices, will be actively involved in fund research, portfolio maintenance and ongoing reporting.  This will be Packham's first permanent role, although he has previously completed a one-year placement working in the Fixed Income Te...

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 People

People Moves: Key Advice promotes Chris Bibby to top advice role

People Moves: Key Advice promotes Chris Bibby to top advice role

Key Advice creates managing director – internal advice position

Professional Adviser
clock 15 February 2024 • 1 min read
Adviser network Vision IFP promotes managing director Zoe King to CEO

Adviser network Vision IFP promotes managing director Zoe King to CEO

Zoe King replaces MD Paul Sweaton who has become executive chair

Sahar Nazir
clock 12 February 2024 • 1 min read
Ascot Lloyd begins search for CEO as Nigel Stockton exits

Ascot Lloyd begins search for CEO as Nigel Stockton exits

The IFA firm is on the lookout for a successor to Nigel Stockton

Isabel Baxter
clock 01 February 2024 • 1 min read