tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Monday, July 22nd, 6:53PM

People

rss
People

Curveball thrown

Changes at Devon Funds as a portfolio manager changes direction and takes a new curve.

Friday, February 17th 2023, 3:28PM

After more than two years working with the team at Devon Funds, portfolio manager Victoria Harris has decided it is time for her to leave the business and focus her efforts on her other commercial interest, The Curve.

This is a digital platform established to support women to better understand the world of investing. She will leave Devon in April and will be spending much of the next year in the UK growing her business there.

Devon managing director, Slade Robertson says that “Victoria has been a fantastic member of our team, but she goes with our support, and we are excited for her as she commits to this new direction in her career. Victoria worked on our Sustainability Fund and contributed heavily to Devon’s ESG program."

"Fortunately, we have successfully built strong layers of succession throughout our business, and as such I have great confidence in the transition of responsibilities. Mark Brown, Devon chief investment officer, will take up the reins of managing the Sustainability Fund, alongside Patrick Washer, who has been promoted to the role of assistant portfolio manager for this strategy, together with his existing duties as an equity analyst.

Alice Jones will also assist in this area as Devon’s ESG Analyst. Jones has already been working with Harris in this capacity.

Devon manages $2 billion on behalf of wholesale and retail clients with a focus on the New Zealand and Australian equity markets. Devon continues to have one of the largest equity investment teams in New Zealand.

Tags: Devon FM

« AIA adds new Vitality CoachThe axe falls at Kiwi Wealth »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Tuesday, July 23rd 2024
Brightstar 20th Annual Financial Markets Law conference
Auckland

Tuesday, July 23rd 2024
Quotemonster Roadshow 2024 - Taupo
Waikato

Tuesday, July 23rd 2024
Financial Advice New Zealand Connect Tour - Dunedin
Otago

Wednesday, July 24th 2024
Quotemonster 2024 - Tauranga
BOP

Wednesday, July 24th 2024
Financial Advice New Zealand Connect Tour - Christchurch
Canterbury

Thursday, July 25th 2024
Quotemonster 2024 - Hamilton
Waikato

Thursday, July 25th 2024
Financial Advice New Zealand Connect Tour - Palmerston North
Wairarapa

Tuesday, July 30th 2024
Quotemonster 2024 - Auckland West
Auckland

Wednesday, July 31st 2024
Quotemonster 2024 - Christchurch
Canterbury

Thursday, August 1st 2024
Quotemonster 2024 - Invercargill
Southland

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com