our investment team
Our award-winning team has over 20 years of experience in the socially responsible investment market. Sue Round joined us as an investment analyst back in 1984, and she is now Head of Investments. Senior Fund Manager Rob Hepworth has been with us since 1988. He now manages the Amity International Fund, and is AAA rated by Citywire*.
Fund Managers
Sue Round, Head of Investments
Sue has been with Ecclesiastical for nearly 25 years and has been the Fund Manager of the Amity UK fund since its launch in 1988.
Rob Hepworth, Senior Fund Manager
AAA* rated by Citywire, Rob is also one of their top 100 Fund Managers. He joined Ecclesiastical in 1988 and has managed the Amity International fund since its launch in 1999.
Chris Hiorns, Fund Manager
Chris took over the management of the Amity European Fund in 2007. He also co-manages the Amity Sterling Bond fund with Rob Hepworth.
Andrew Jackson, Fund Manager
Andrew joined Ecclesiastical in 2003 and manages the UK Equity Growth fund. His wealth of experience includes stints at Canada Life, Lloyds Investment Managers and SG Asset Management.
Investment Analysts
Ketan Patel, Socially Responsible Investment Analyst
Ketan started his career at the Equity Derivatives Trading Desk at JP Morgan. From there he moved to Clerical Medical Asset Management (now Insight Investment) before joining us in 2003.
Lionel Allen, Investment Marketing Research Analyst
Lionel joined Ecclesiastical in 2005 to support the investment team. Previously he worked for Jupiter Asset Management as part of the Technical Operations team, focusing on retail funds.
Sales Team
John Harris, IFA Sales Manager
John joined Ecclesiastical in January 2005 to assist with the development of the Intermediary market. He has spent all his working life in the financial services industry including over 22 years with Henderson Global Investors.
Ryan Manente, IFA Sales Manager
Ryan joined Ecclesiastical in 2009 to assist in driving sales within the intermediary market. he has over 4 years sales experience in the financial services industry and has worked at organisations such as Skandia and The Hartford. In addition, Ryan has completed a Degree in Management and Economics coupled with a Diploma in Financial Markets.
Rachel Timson, IFA Sales Support Manager
Rachel joined in March 2008 to support the sales team. She has spent 7 years working within the financial services sector, previously working for a transfer and administration company, who’s clients included F&C, Neptune and Gartmore.
*For the 3 years to 30 April 2009 based on risk adjusted performance.
This is for professional advisers only. The material is not suitable for private investors.
Please note that past performance should not be seen as an indication of future performance, and that the value of investments can fall as well as rise.
