22/09/2021

Fulcrum Asset Management assembles strategic adviser panel

Share on linkedin

London 22 September 2021:

Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business. The panel will offer an additional layer of analysis and consultation regarding longer-term investments, enhancing Fulcrum’s existing capability in the area.

The three inaugural panel appointees are property expert Julian Stocks, a partner at Knight Frank, alternatives expert Nathan Peters and credit expert Ed Britton.

Head of Fulcrum’s Alternative Solutions, Matthew Roberts, believes that it is beneficial to seek independent expert opinions given the long-term idiosyncratic nature of these investments.

“We are excited by the growing demand for bespoke illiquid arrangements from investors, and while we have our own deep expertise in this area, a wide range of expert opinion can only enhance the decision-making process, particularly given the long-term nature of the investments.”

Julian Stocks has 30 years’ property experience in the UK and Europe, and along with his team at Knight Frank runs a series of high-profile active property portfolios and large single assets, with approximately £3bn under management. Ed Britton was a director, specialising in credit research at Willis Towers Watson, where he had served for more than 12 years before retiring in 2018. Prior to this he had been a fund manager at both Baring Asset Management and Newton Investment Management. Nathan Peters is a freelance adviser specialising in the alternative investment industry. As a former portfolio manager with Fulcrum, Nathan knows the firm, and the industry extremely well. In particular, he will bring expanded coverage of the Australian marketplace.

The new panel is in keeping with Fulcrum’s thoughtful and research-oriented culture.

Matt Roberts said: “Additional, independent advice supplied by these industry leaders will help us to maximise the chances of achieving our clients’ objectives in this interesting opportunity set.”

 

Collaborating

Recent News

16 June, 2022

Fulcrum launches two new strategies in the face of challenging market conditions

Fulcrum Inflation Protection Strategy and Fulcrum Discretionary Macro Strategy
Chalk logo image
10 May, 2022

Fulcrum drives US expansion with new hire

Fulcrum Asset Management announces the appointment of Chris DeMeo as Head of Solutions, North America. He joins from abrdn, where he was Head of Americas within its Client Solutions Group.
25 February, 2022

Fulcrum joins the Net Zero Asset Managers Initiative (NZAMI)

17 February, 2022

Money Maze Podcast, with Gavyn Davies

In this Money Maze Podcast, our Chairman, Gavyn Davies, discusses why the inflationary pressures of today aren’t quite comparable to the 1970s (when he acted as an adviser to the Labour governments of Harold Wilson and Jim Callaghan).
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.

 

You can find out the different types of cookies used on our website in our Cookies and Privacy Policy.

Necessary cookies