Our fund management team
Within our manager research and monitoring team of over 20 investment professionals, there are a number who have specific responsibility for managing the Skandia Investment Management Limited funds and the underlying managers.
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James is the Chief Investment Officer of Skandia Investment Management Limited, and previously held the roles of Skandia's Head of Equity Research and Head of UK Equity Manager Research. James has over nine years’ industry experience, having been an equity analyst with Orbis for four years prior to joining the Skandia Investment Research Team in 2002.
Prior to joining the investment management industry, James spent four years as an accountant in KPMG's financial services division. He has a first class honours degree from Durham University, is a Chartered Accountant and also a CFA Charterholder.
Fund management responsibilities - all funds |
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Ryan joined Skandia Investment Management Limited in January 2006 from Chartwell Asset Management. At Chartwell, Ryan was Head of Discretionary Management, where he was running multi-manager portfolios for private clients as well as having significant involvement in the marketing and public relations functions. Ryan has a BA (Hons) in Business Studies and is a holder of both the Financial Planning Certificate and the Investment Management Certificate. Ryan has over nine years’ investment experience.
Fund management responsibilities - all funds
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Adam graduated from McGill University, Montreal, with a BA in Ancient History and Classics, and also holds the CFA. He has nine years’ industry experience, having been a mutual funds associate with RBC Dominion Securities in Toronto before joining Fidelity in London, where he was a senior fund analyst. He joined the Skandia Investment Research Team in 2003 and has overall responsibility for Fixed Interest manager research.
Fund management responsibilities - all fixed interest funds
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Ian has a BA (Hons) in Economics and an MSc in Economics and Finance from Warwick University Business School. He has been an Affiliate of the UK Society of Investment Professionals since 1999. He has ten years' industry experience, having previously worked as an equity and fund analyst and fund manager with CIS, Rothschild and Collins Stewart. He joined the Skandia Investment Research Team in 2002 and is responsible for Multi-Asset and Alternatives manager research including Property, Ethical and Hedge Funds.
Fund management responsibilities - Aggressive, Balanced, Cautious, Ethical, UK Strategic Best Ideas, Spectrum and all property funds
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François joined Skandia in October 2007 from Insight Investment, where he was director of fund and manager selection, and brings with him 12 years of research experience from a number of investment roles. Prior to joining Insight, François worked at UBS for two and a half years as part of its management accounts programme, ending as Head of the UK fund and manager research, and was an analyst and fund manager at AIG Global Investment Corp. François holds an MA in Finance from the Université de Paris II and an MBA from the London Business School. He also holds the Investment Management Certificate from the UK Society of Investment Professionals.
Fund management responsibilities – All Equity funds |
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Lee graduated from Nottingham Law School with an LLB (Hons) degree. He holds an Investment Management Certificate from the UK Society of Investment Professionals. He has seven years’ industry experience, having previously worked in Private Client Investment Management and as the Investment Development Manager with Winterthur Life and most recently with Schroder Investment Management. He joined the Skandia Investment Research team in October 2005 and has responsibility for US and European equity manager research.
Fund management responsibilities - European Equity Blend, US Equity Blend, Global Best Ideas
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Anthony graduated from the University of Southampton with a BSc in Geography in August 2000. He joined Skandia that year on the Graduate Development Programme and transferred to the Skandia Investment Research team in 2002, gaining the Investment Management Certificate in 2003. He is responsible for Fixed Interest manager research.
Fund management responsibilities - Global Fixed Interest Blend |
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Issued by Skandia Investment Management Limited, a member of the Skandia group of companies. Authorised and regulated by the Financial Services Authority. FSA Register number 208543. www.fsa.gov.uk/register/. Registered number: 4227837 England. Registered Office: Skandia House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom.
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©2008 Skandia Group company and regulatory information. |