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Who’s Moving Where In Wealth Management? – Invesco, PKF Smith Cooper, Others

Editorial Staff

11 April 2023

Invesco
has appointed Sarah Osato as an investment manager within its charities team.

Osato will be responsible for managing charity investment portfolios, as well as working alongside the rest of the team in building new relationships with charities and promoting the Quilter Cheviot Global Income & Growth Fund for Charities.

Reporting to head of charities, William Reid, she has joined from tax recovery specialists WTax, where she worked as head of partnerships. Osato has also worked in the asset management industry at Anchor Capital, where she began her career as an equity research analyst, before progressing to portfolio manager, the firm said in a statement.

Quilter Cheviot’s charities team currently provides investment services to over 650 charitable organisations and since 2020 has run the Quilter Cheviot Global Income & Growth Fund for Charities. The charity authorised investment fund invests across all assets and is designed to make accessing investments for charities less onerous and costly.

Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March, the firm said.

Quilter oversees £99.6 billion in customer investments (as at 31 December 2022). The business has two branded segments. Quilter encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the multi-asset investment solutions business. Quilter Cheviot includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.