Chase de Vere strengthens investment management team

Employment & Skills | Financial Services | South West

Ben Willis

Chase de Vere, the independent financial advisers, has announced the appointment of Brad Packham as a research analyst, as it strengthens its investment management team.

This appointment follows the launch of their Select Portfolio Management Service in June, which gave Chase de Vere clients access to an in-house discretionary investment management service for the first time.

The investment team is headed by Ben Willis, who joined the company from Whitechurch Securities where he was lead manager on a number of award-winning portfolios. Ben is assisted by Justine Fearns, who has worked as an investment expert at Chase de Vere for 20 years.

Brad Packham, who will be based in the Company’s Bath offices, will work with Ben and Justine, being actively involved in fund research, portfolio maintenance and ongoing reporting.

This will be Brad’s first permanent role, having graduated with a First-Class Honours Degree in Economics from the University of Bath in July 2018. He previously completed a one-year placement working in the Fixed Income Team with Vanguard Asset Management, where he assisted their Active Trading Desk and Credit Research Analysts.

Ben Willis, Head of Portfolio Management, Chase de Vere, said: “I am delighted that Brad will be joining our portfolio management team. He is a bright young graduate who will provide valuable support to our existing team, while developing his own professional career at Chase de Vere.

“We are determined that our clients will benefit from a market-leading investment proposition as this will help us to achieve our goal of being the premier firm of independent financial advisers in the UK.”

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