Charity Management

Jeremy Wells joints Newton Charities team

07 September 2012

Wells is based in London and reports to Newton's head of charities, Andrew Pitt. He takes responsibility for the investment management company's larger charity clients

 

Having started his career with Scottish Amicable Investment Management in 1988, Jeremy Wells went on to work in fund management roles with PDFM from 1994-1996, Gartmore from 1996-98 and JP Morgan Asset Management from 1998. Until recently Wells headed up the charity investment team at J.P. Morgan Asset Management in London, as well as being the lead fund manager for their flagship UK Equity Fund for Charities. Wells is also an associate member of the UK Society of Investment Professionals, and achieved an MA in Modern History at Oxford University.
 
Managing £4.3bn of assets for over 300 UK charities, Newton's charities business team manages portfolios for charities and other specialist institutions. All investment mandates are managed in line with Newton's global thematic investment process, which harnesses its in-house research. With many members of the charities business team themselves being charity trustees, Newton is highly aware of the increasing demands placed upon charities and offers a comprehensive trustee education programme.
 
Andrew Pitt, Head of Charities at Newton, comments: "We are delighted that Jeremy has agreed to join our Charities Business team. Over the last year we have enhanced this team considerably with a number of exciting new hires. With Jeremy's wealth of experience in managing charity client mandates, we believe that our team is well placed as we focus on growing our charities business."

 

Share this article

Comments

Leave a comment

Your Name:
Your Organisation:
Job Title:
Email Address:
Telephone:
Your comment:
 

Unless you state otherwise, we will publish your comment on the website
Don't publish my comment

Type the letters you see in this picture to verify that a person is creating this email and not an automated program.

The letters are all lowercase