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55.67M
Oct 03, 2005
Name | Title | Since | Until |
---|---|---|---|
Philip Matthews | Portfolio Manager | 2018 | Now |
Biography | Philip joined the Wise Funds team in September 2018 as Co-portfolio manager. He started his career at Jupiter in 1999, during this period he has managed retail and institutional equity portfolios. His portfolios focused on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust. | ||
Vincent Ropers | Portfolio Manager | 2017 | Now |
Biography | Vincent joined the Wise Funds team as Co-Portfolio Manager in April 2017. He started his career in 2004 and brings experience in multi-asset research and portfolio management, previously at Goldman Sachs, Fidelity International, Ignis Asset Management which became Standard Life Investments. He is a graduate from ESCP Europe in Paris and holds the Investment Management Certificate. | ||
Tony Yarrow | - | 2005 | 2008 |
Biography | Tony commenced his career as a financial adviser in 1984, and began managing funds in 1988. He has been managing investment funds continuously since then. He founded Wise Investment, now Oak Investment Partnership, in 1992 to help people manage their investments and financial affairs. The company’s aim from the beginning has been to build relationships on understanding and trust, rather than selling products. Tony specialises in managing investment portfolios and is Co-Portfolio manager of the TB Wise Multi-Asset Income and TB Wise Multi-Asset Growth funds as part of the Wise Funds subsidiary. The team's process begins with economic, market, fund and company analysis. Fund management for him is the process of putting ideas into action. |
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