People Moves

Who's Moving Where In Wealth Management? – Growthdeck, Fidelity International

Editorial Staff 24 January 2024

Who's Moving Where In Wealth Management? – Growthdeck, Fidelity International

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Private equity firm Growthdeck has appointed investment industry professionals Anna Daniels and Gaelle Lebray as relationship directors as it continues to grow its business development team. 

Daniels was previously CEO of Involved Investors, an SME investment network. She was responsible for helping early-stage companies find strategic routes to funding development and growth. Daniels also has experience as an entrepreneur, angel investor, board advisor and mentor, having previously founded, scaled and exited Daniels Group, a corporate health and fitness business.

Lebray is an executive director with nearly 20 years of experience in investment banking with the likes of JP Morgan & Co and Morgan Stanley. She is also a dedicated athlete who has raced in triathlon for GB as a non-professional (age grouper) and is a former Triathlon World and European Champion. Before joining Growthdeck, Lebray spent four years as an executive coach for performers in the financial services industry.

Growthdeck offers investment opportunities in UK growth businesses to sophisticated and high net worth investors.  

Fidelity International
Global investment manager, Fidelity International, has appointed Christine Baalham and Tom Record as co-portfolio managers in its global equity team.

Their appointments follow Jeremy Podger’s recent decision to step down as portfolio manager from the end of March 2024. However, Podger will remain aligned with Fidelity International in his future role as senior advisor, providing mentorship to colleagues, the firm said in a statement.

Baalham and Record, based in London, will be equal co-portfolio managers on the UK-domiciled Fidelity Global Special Situations Fund (OEIC), and the Luxembourg-domiciled Fidelity Funds – World Fund (SICAV).

Baalham, who has nearly 20 years’ investment experience, previously worked at Ninety One, where she was co-portfolio manager on the core Global Equity Fund and a founding member of the 4Factor equity team. Previously, she worked in research and portfolio management at Schroders.

Record, who also has close to 20 years’ investment experience, was previously at Liontrust where he was a member of its global fundamental team. He joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for eight years. Prior to Majedie, Record was an investment manager at Baillie Gifford.

“They share a deep belief in fundamental research and active management and have both worked seamlessly in team-based structures. These individuals present the right cultural fit and dynamism to lead this strategy,” Ilga Haubelt, head of equities, Europe, Fidelity International, said.

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