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Who’s Moving Where In Wealth Management? – Stonehage Fleming, Progreny, Allfunds

10 October 2024

Stonehage Fleming Investment Management
(SFIM), the multi-family office, has appointed Carolyn Bell (pictured) as deputy portfolio manager for its £3.8 billion ($4.97 billion) Global Best Ideas Equity Strategy (GBI), with immediate effect. She joined SFIM as partner in April 2024

Launched in 2013, GBI is a high-conviction equity strategy investing in the world’s best quality growth companies, the firm said in a statement.

Bell will be working closely with Gerrit Smit, head of global equity management and lead portfolio manager, on investment decisions and the daily management of GBI and other collective vehicles with the same investment strategy.

She has 16 years of industry experience. Previously, she was an investment manager at Aegon Asset Management running a number of strategies covering US and global equities, and technology. Prior to Aegon, Bell spent five years as an investment analyst at Baillie Gifford.

“Carolyn has made a significant positive impact on the GBI proposition since her arrival and she will play a valuable role as deputy portfolio manager in helping manage a strategy which has grown substantially in recent years,” Smit said. “This new position reflects the significance of GBI for SFIM and for the group as a whole, and it will provide clarity around the investment team structure as we continue to evolve to best meet the requirements of professional investors.”

Progeny
UK-based , the funds industry wealthtech platform, has appointed Patrick Mattar as global head of exchange-traded products distribution.

Previously, Mattar was global head of ETFs at Aberdeen Standard Investments, now abrdn; before that, he was managing director of iShares at BlackRock.