20 June 2022
CCLA Investment Management, a responsible investor pioneer and the UK’s largest charity investment manager (Charity Finance Survey 2021), today announces the appointment of three new hires to support its push into the UK retail market.
Sam Pennefather, Samuel Lynes and Alexandra Dacres-Hogg join CCLA’s retail distribution team in newly created roles in London, reporting into Jasper Berens, who was appointed last year to spearhead CCLA’s new wealth, intermediary and retail business. This announcement follows last week’s launch of the company’s first fund for individual investors – the CCLA Better World Global Equity Fund.
Sam Pennefather will join CCLA in the Summer as Head of Strategic Relationships from Jupiter Asset Management where he worked for over a decade, most recently as Director & Head of Strategic Alliances in the retail distribution team. At CCLA, he will be responsible for building relationships with Strategic Partners across the intermediary landscape in the UK, including placing CCLA’s recently launched fund into intermediary and investment platforms, research houses, national and network financial advisers and life insurance companies. Before Jupiter, Pennefather worked at Fidelity International.
Joining him in the team will be Samuel Lynes who has been recruited from Majedie Asset Management to join CCLA as Senior Sales Manager. At Majedie, Samuel was a Client Director focused on growing the company’s retail presence and developing wholesale relationships. Previously, he was at Woodford Investment Management for three years and M&G Investment Management for nearly 20 years, working across investment and sales roles in London.
Alexandra Dacres-Hogg joined CCLA in April as Sales Manager from Muzinich & Co, where she worked in UK wholesale distribution. Prior to this, she held sales roles at Sanlam Investments and M&G where she focused on discretionary and wholesale client relationships and distribution.
At CCLA, Samuel and Alexandra will both be tasked with building CCLA’s relationships with London-based Discretionary Wealth Managers and placing CCLA’s products for retail investors into client portfolios.
CCLA has also been working with experienced marketing consultant, Malcolm Dodds since April to secure distribution of the CCLA Better World Global Equity Fund through the UK retail and intermediary platforms.
In addition to these hires, CCLA is looking to appoint a communications manager and a sales support executive in the immediate future, as well as three regional sales managers to build relationships across the UK over the course of the next year.
Mr Jasper Berens, Head of Client Relationships and Distribution, said:
I am delighted to welcome Sam, Alexandra and Samuel to our growing UK retail sales team. All three are highly regarded across the industry and bring a wealth of client relationship experience. After years of our non-profit clients asking us if they could invest their personal money, and with the rising interest in ESG oriented investment approaches, now is the perfect time for CCLA to be moving into the UK retail market. This team will be invaluable in enabling this expansion and I look forward to working with them all to bring CCLA’s strong investment credentials combined with genuine and authentic ESG approach to a wider group of people. We are building a formidable team here at CCLA and I’m immensely excited about the future.
Miranda Barham: firstname.lastname@example.org or +44 (0)7899 030304
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