Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service on 4 June and Ben Willis (above) has joined the company as Head of Portfolio Management.
Willis, who will have overall responsibility for the new service, will be based in the Company’s Bath office, working alongside Investment Research Manager Justine Fearns.
Willis entered the financial services industry in 1999 when he joined Chartwell Investment Management. He left Chartwell in 2006 and joined Whitechurch Securities as Head of Research and Senior Investment Manager. He was lead manager on several of Whitechurch’s discretionary portfolios wand had joint responsibility for running around £400 million, before leaving Whitechurch to join Chase de Vere.
Willis said: “I am very excited about launching Chase de Vere’s new discretionary investment service, as I know that I have the skill set, experience and expertise to make it a success. I am aiming to translate the award-winning performance I’ve achieved previously to the new portfolios I will be running.
“It has been relatively straightforward to make gains over the past decade, as most assets have risen in value. However, it is likely that we face more challenging times ahead and my experience in generating returns, while effectively managing risk, should prove beneficial for Chase de Vere’s clients.”
Chase de Vere CEO Stephen Kavanagh said: “I want to make sure that Chase de Vere has a market-leading discretionary model portfolio service. This is why we have recruited Ben Willis, who is an experienced and successful investment manager.
“With the launch of this new service, we will be able to manage our clients’ investments and pensions on either an advisory or discretionary basis, whichever suits their needs best. This is a big step forwards as we aim to provide the best overall service for our clients and to be recognised as the leading firm of independent financial advisers in the UK.”