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Dalby leaving Bates for major role at NU

High-profile investment commentator James Dalby is leaving Bates to join Norwich Union in a new role as head of collective investments.

Dalby joined Bates’ valuation department in 1999, ultimately becoming head of investment strategy. He has become a frequent media commentator on investment issues.

He will move to NU’s head office for life, pensions and collective investments in York in the second quarter of 2006.

Dalby will probably continue as a press spokesman at NU as well as developing new products and being involved in pricing and marketing. His move follows NU’s recruitment of former Skandia IM sales director John Clougherty as director of collective investment sales earlier this year, with the aim of growing NU’s presence in the collective investment market.

Former Bates senior investment adviser Paul Illot was recently promoted to head of communications and the firm is still deciding whe- ther to recruit a replacement for Dalby.

Dalby says: “NU is in the process of ramping up its collective investment funds proposition and I will be assuming a senior role there.”


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