The trio will transfer into newly-created positions at CCLA IM, following the launch of its first fund for particular person traders final week.
Former Jupiter Asset Management director and head of strategic alliances Pennefather joins as head of strategic relationships after spending over a decade on the £55.3bn supervisor.
He shall be chargeable for constructing relationships with strategic companions throughout the UK middleman house, and look to position its fund into funding and middleman platforms, and community monetary advisers, amongst different entities. Prior to becoming a member of Jupiter, Pennefather spent three years at Fidelity International.
Lynes joins CCLA IM as a senior gross sales supervisor from Majedie Asset Management, the place, as a consumer director, he centered on increasing the agency’s retail presence and growing wholesale relationships. He was previously at Woodfood Investment Management for 3 years and M&G Investment Management for over 20 years prior, working throughout gross sales and funding.
CCLA launches first UK retail fund
Dacres-Hogg will be part of the agency as a gross sales supervisor from Muzinich & Co the place she labored throughout wholesale distribution. She beforehand held roles at Sanlam Investments and M&G, the place she labored on discretionary and wholesale consumer relationships and distribution.
All three will report to go of consumer relationships and distribution Jasper Berens.
Berens stated: “After years of our non-profit clients asking us if they could invest their personal money, and with the rising interest in ESG oriented investment approaches, now is the perfect time for CCLA to be moving into the UK retail market.
“This team will be invaluable in enabling this expansion and I look forward to working with them all to bring CCLA’s strong investment credentials combined with genuine and authentic ESG approach to a wider group of people.”
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