Carolyn Bell has been hired as deputy portfolio manager for Stonehage Fleming Investment Management’s flagship £3.8bn ($4.9bn) Global Best Ideas Equity Strategy (GBI).
Bell, a partner at SFIM since April 2024, will collaborate closely on daily management of GBI and other collective vehicles using the same investment strategy, as well as investment choices, with Gerrit Smit, head of global equity management and lead portfolio manager.
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GBI is a high-conviction equity strategy that was introduced in 2013 and invests in the world’s most significant quality growing firms.
With a background in investment management at Aegon Asset Management, where she oversaw multiple strategies encompassing technology and US and international equities, Bell possesses 16 years of industry expertise.
She was also employed as an investment analyst at Baillie Gifford for five years before joining Aegon Asset Management.
Her new post is effective immediately.
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By GlobalDataSmit stated: “Carolyn has made a significant positive impact on the GBI proposition since her arrival and she will play a valuable role as Deputy Portfolio Manager in helping manage a strategy which has grown substantially in recent years.
“This new position reflects the significance of GBI for SFIM and for the Group as a whole, and it will provide clarity around the investment team structure as we continue to evolve to best meet the requirements of professional investors. I look forward to working with Carolyn as part of our ongoing commitment to delivering attractive returns for clients over the long term, with the support and resources of SFIM and the wider GBI investment team.”
Bell added: “SFIM is a performance-orientated boutique with a culture that seeks to maximise the exciting structural investment opportunities we see today. It has been a pleasure to join a talented investment team whose sole focus is to find the world’s best companies and I am delighted to assume this new position at an exciting time for GBI.”
Furthermore, earlier last month, Stonehage Fleming appointed Priyanka Hindocha as head of the UK family office.
Hindocha joined the UK family office team as a senior associate in 2019 after five years at Deloitte. She then became director in 2021 and promoted to partner in June 2024.
As head of UK family office, Hindocha will oversee the UK family office business and work closely with key stakeholders to ensure continued growth of the business and collective achievement for the UK family office team.
