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: Thursday, May 23rd, 2:32PM

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

Thursday, May 23rd 2024
Best of Breed Sydney Research Tour
Offshore

Thursday, May 23rd 2024
Best of Breed Sydney Research Tour
Offshore

Wednesday, June 12th 2024
Mindful Money Conference & Awards 2024
Auckland

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

Thursday, August 8th 2024
DigiMarCon New Zealand
Auckland

Thursday, August 8th 2024
TECHSPO Auckland 2024 Technology Expo (Internet ~ Mobile ~ AdTech ~ MarTech ~ SaaS)
Auckland

Wednesday, August 14th 2024
DigiMarCon Oceania 2024 - Digital Marketing, Media and Advertising Conference & Exhibition
Auckland

Wednesday, August 14th 2024
DigiMarCon Australia 2024 - Digital Marketing, Media and Advertising Conference & Exhibition
West Coast

Tuesday, September 17th 2024
Meet the Managers
Wellington

Wednesday, September 18th 2024
Meet the Managers
Canterbury

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