Quilter appoints Investec’s Adrian Todd to research team

Todd becomes senior manager research analyst

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Quilter Investors has appointed Investec Wealth’s Adrian Todd as senior manager research analyst.

Todd spent over eight years at Investec analysing long-only, alternatives, and passive strategies. Previously, he was an associate director of fund research at Coutts for almost five years where he made the move from portfolio management to fund research.

In his new role, Todd will be responsible for researching funds in the alternative investment universe, including hedge funds for private markets and infrastructure. He will report to head of manager research Kristian Cassar, who is the lead of one of three teams under the ‘extended research hub’. The hub also holds an operational due diligence team and responsible investing team.

See also: Quilter adds Juniper Financial Planning to network

“Alternatives have become a crucial component within portfolio construction and as a result we want to ensure we have dedicated coverage from experts within the field,” Cassar said.

“The alternatives universe is vast and covers a number of sectors, so we wanted to make it easier for our portfolio managers to search deeper and wider for best-in-class funds and trusts to add to their multi-asset portfolios. Adrian brings valuable experience within alternatives, which will be a real benefit for the team and advisers we work with.”

In the final quarter of last year, Quilter reported net flows of £56m and a total assets under management and administration increase of 5% to £106.7bn.

On his move, Todd said: “Alternatives can be complex and challenging but also provide scope for differentiation and long-term outperformance in multi-asset portfolios, so I am looking forward to getting stuck in and providing ideas to the team for potential inclusion within our portfolios.”

This article was written for our sister title Portfolio Adviser

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