CCLA Investment Management has made a triple distribution hire, with Sam Pennefather, Samuel Lynes and Alexandra Dacres-Hogg joining the firm’s UK retail team.
All three are newly-created roles based in London and reporting to Jasper Berens, head of client relationships and distribution, who had been appointed last year to spear head CCLA’s new wealth, intermediary and retail business.
Pennefather joins as head of strategic relationships from Jupiter Asset Management where worked as director and head of strategic alliances.
He will be responsible for building relationships with strategic partners across the intermediary landscape in the UK for CCLA.
Lynes joins from Majedie Asset Management having operated as a client director. In his new role as senior sales manager, Lynes will be tasked with building the firm’s relationships with London-based discretionary wealth managers and placing CCLA’s products for retail investors into client portfolios.
Dacres-Hogg has joined from Muzinich & Co as sales manager. In her previous role, Dacres-Hogg worked in UK wholesale distribution. She also held sales roles at Sanlam Investments and M&G where she focused on discretionary and wholesale client relationships and distribution.
Berens 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.
“We are building a formidable team here at CCLA and I’m immensely excited about the future.”
This announcement follows last week’s launch of the company’s first fund for individual investors – the CCLA Better World Global Equity Fund.
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