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JPMorgan shuffles team

JPMorgan Fleming is restructuring its European equities team of 40 after former head of European equities Andrew Spencer was appointed chief investment officer of JPMorgan Funds&#39 retail business in the US.

Spencer will take up his new position in December. William Meadon, who has managed segregated funds for the European equities team over the past seven years, will become head of European institutional funds. Senior fund manager James Elliot will head European retail funds, having managed a number of specialist pooled investment funds for seven years.

Chris Complin will become chief investment officer, with responsibility for the investment process, after four years as senior member of the European equities team.

Chief investment officer of the equity process Martin Porter says: “The European team has developed an award-winning range of funds which has delivered consistent superior investment performance to our clients investing in European equities over the last few years.”


Abbey makes investing Ea5y

Abbey National has introduced safety plus growth 9, a guaranteed equity bond that provides minimum growth of 20 per cent and maximum growth of 55 per cent.The bond is linked to the FTSE 100 index through a Dublin-based company called Quaich Investments 9 and there is also an Isa version of the product. Both versions […]

Trust reality

The result of a recent High Court judgment in the case of Rysaffe Trustee Co (CI) Ltd •CIR [2002] EWHC 1114 (Ch) seems to be that settlors can easily avoid the 10-yearly periodic charge to inheritance tax on discretionary trusts.This can be done by employing segmentation, a technique which is well known and indeed well […]

Steve Ingledew

Berkeley Berry Birch group deputy chief executive Steve Ingledew has a lot on his plate. Not only is the firm planning to raise £20m to fund an ambitious acquisition programme but Ingledew has an urgent deadline – the birth of his new baby next month.When Ingledew graduated from Sussex University in 1984 with a degree […]

Wesleyan – Wesleyan Guaranteed Equity Bond

Friday, 11 October 2002 Type: Guaranteed equity bond Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £1,000-£1m Term: Six years Guarantee: Capital returned in full regardless of the performance of the index Return: Up to 60% growth Interest rate: 4% gross Commission: None Tel: 0121 200 3003


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