Mattioli Woods has appointed Dean Cheeseman as managing director of client investment proposition.
Cheeseman has over 25 years of experience in asset management for both institutional and retail asset management, wealth management and fund ratings.
He most recently worked for Janus Henderson and left in December 2022.
At Janus Henderson, he was co-lead portfolio manager on the multi-asset solutions sold to UK clients and lead portfolio manager on the International Equity fund, which was available to clients in the US.
Prior to that, at Mercer, he personally managed more than $5bn (£3.98bn) of multi-asset risk profiled DC funds and a number of global equity funds for DB solutions.
He said: “Mattioli Woods is and always has been a disrupter in the sectors it works in, and I am really pleased to be part of its journey.
“Since it started 30 years ago in Ian’s garage, the business has had a clear vision for how it wants to help clients fulfil their dreams through sound financial planning and the investment strategy is at the heart of that.
“I am looking forward to leading the investment team and finding innovative ways to help our clients.”
In his new role, Cheeseman will be responsible for overseeing Mattioli Woods’ investment strategy, portfolio management and research, as well as leading the team of investment consultants.
He will also work closely with clients to understand their needs and goals and will be reporting directly to Michael Wright, deputy chief executive officer.
Mattioli Woods said this appointment demonstrates its strategy to build its end-to-end solutions for clients within an integrated business model.
Wright said: “Dean has a proven track record of delivering strong performance as well as a wealth of knowledge and expertise of the global markets and the latest trends and opportunities.
“He will lead the development of our investment proposition and asset allocation, supported by our growing in-house investment team.
“His appointment reflects our commitment to continuing to evolve the business and, in particular, our investment capabilities and solutions to meet the changing needs of our clients.”
sonia.rach@ft.com
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