Mon, 01/09/2014 - 13:37
Diane Earnshaw has been named head of UK consulting for the Morningstar Investment Management group.
Edward Fane joins the group as senior investment consultant and portfolio manager.
Earnshaw has more than 18 years of experience in manager appraisal and selection, and joined Morningstar in 2010 with the company’s acquisition of Old Broad Street Research (OBSR). At Morningstar she has led the company’s UK coverage of multi-asset funds, which incorporates the entire spectrum of asset classes available to UK investors, as well as managing some key consultancy relationships. She is also a member of the Morningstar Portfolio Review Committee.
Fane joins Morningstar after nine years at Thesis Asset Management, a private client discretionary asset management firm, where he co-managed the company’s Optima fund-of-funds range and developed and ran its model portfolio service. In his new role, Fane will provide best practice investment consulting and portfolio management services to advisers and institutional investors, including, wealth managers, foundations, and insurance companies.
“These appointments reflect our commitment to delivering market-leading investment solutions for our consulting clients,” says Robin Johnson, co-head of investment consulting and portfolio management, EMEA for the Morningstar Investment Management group. “Diane has broad experience working within the UK fund industry, and her appointment will further support our provision of the highest level of investment advice and service to all our UK clients to improve investor outcomes.
“Edward brings significant investment management experience to our team, adding a further level of expert insight and support for our clients. We are pleased to welcome him on board, as we continue to build on our consulting and portfolio management business, including our discretionary funds management offering for UK advisers.”
The Morningstar Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine research and global resources with proprietary Morningstar data.
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