James Bateman, previously chief investment officer of Fidelity's multi asset business, has launched New Value Investment, which is preparing to offer equity and multi asset funds.
Bateman (pictured) left Fidelity in July after seven years to set up his own venture, having also held roles at Barclays Wealth and Investment Management and Northern Trust Asset Management. "Subject to regulatory approval, we plan to manage equity and multi-asset strategies built around a redefined concept of value, reflecting a belief that responsible behaviours by companies drive long-term value creation," Bateman said. The firm's launch is framed in response to the changing world, with the democratisation of technology and an increase in environmental awareness meaning the s...
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