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

  • 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.



Already a Professional Adviser member?


More on People

People Moves: Celtic Financial Planning adds mortgage expertise

People Moves: Celtic Financial Planning adds mortgage expertise

Mold-based planner expands workforce to 13 with latest hire

Professional Adviser
clock 16 March 2023 • 1 min read
@SIPP founder and chair Colin Barral dies aged 64

@SIPP founder and chair Colin Barral dies aged 64

Described as a ‘true entrepreneur’ by colleagues at the business

Jenna Brown
clock 13 March 2023 • 1 min read
Ashley Adler

'Vast majority' of feedback on new FCA chair Alder is 'positive'

Concerns had previously been raised about his knowledge of UK markets

Kathleen Gallagher
clock 20 February 2023 • 2 min read