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Who's Moving Where In Wealth Management? – Evelyn Partners, Hunters, Martin Currie
Editorial Staff
6 September 2022
Evelyn Partners Colin Morton, Martin Currie’s head of UK Equities, will retire on 31 December 2022, the firm said in a statement. Both Russon and Bullas will report to Michael Browne, global head of investment strategy and oversight at Martin Currie, the firm said in a statement. Welcoming the move, Browne said: "They demonstrate Martin Currie’s commitment to develop leadership talent in line with a thoughtful and strategic succession plan." In his expanded role, Russon will lead the focus on UK large caps and oversee portfolio managers Jo Rands and Will Bradwell, who will report directly to him starting from 1 October 2022. Meanwhile, Bullas will lead on UK small and mid-caps and oversee portfolio managers Dan Green and Marcus Tregoning as well as investment analyst Courtney Westcarr, who will report to him from 1 October 2022, the firm said.
, an equity specialist based in Edinburgh and part of the Franklin Templeton group, promoted Ben Russon and Richard Bullas this week to co-head of Martin Currie’s UK Equity team from 1 October 2022.