Boersma retires as CIO of $71bn Templeton equity business

Alan Bartlett hired as replacement

clock • 1 min read

Franklin Templeton has hired Alan Bartlett as the new CIO of its $71bn AUM global equity business (TGEG) replacing Norm Boersma, who retires after 27 years with the firm.

Bartlett, who joins from 1 October, will oversee TGEG's global, regional and small cap equity strategies and will report to TGEG chair Sandy Nairn. He joins from London-based independent multi-boutique Goodhart Partner, of which he was a founding member and CEO. Prior to this, Bartlett worked as CIO of the institutional multi-manager team at WestLB Mellon Asset Management, where he ultimately spearheaded the management buyout that led to the creation of Goodhart. Prior to his investment career, he carried out senior research roles at MM Asset Management, Aon Investment Consulting and ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Mattioli Woods snaps up Cullen Wealth

Mattioli Woods snaps up Cullen Wealth

Companies House filings outline pre-Budget swoop

Isabel Baxter
clock 04 November 2024 • 2 min read
Financial planning firm Boosst becomes employee-owned

Financial planning firm Boosst becomes employee-owned

100% of shares transferred to the EOT without imposing any third-party debt

Isabel Baxter
clock 28 October 2024 • 2 min read
Openwork receives minority investment from Bain Capital

Openwork receives minority investment from Bain Capital

Following the network’s hunt for minority investor support in 2023

Isabel Baxter
clock 28 October 2024 • 2 min read