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  • About
    About Jupiter

    About Jupiter

    For over 35 years we’ve aimed to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.

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    Our Principles

    We follow a set of principles that guide us and underpin the way we do business. Our most important principle is to put our clients at the heart of everything we do.

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    ESG & stewardship​

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    Taking a stake in the highest quality companies who actively balance the needs of three core stakeholders: Planet, People and Profit.
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    Providing investors with access to the transition to a more sustainable world.

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    Investment glossary

    Use our glossary to search for definitions of some commonly used investment terms.

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    Jupiter Merlin Weekly: Central banks keep talking, but who’s listening?

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    Achieving Net Zero alignment today

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    Jupiter Merlin Weekly: It’s difficult to escape the inflation debate

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    Assessment of value

    Our 1st annual assessment of value for our UK unit trusts is now available.
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Investment Teams

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Alternatives
Equities
Fixed Income
Multi-Asset
Multi-Manager
Stephen Pearson

Stephen Pearson

Chief Investment Officer

Before joining Jupiter, Stephen worked at hedge fund boutique Sloane Robinson, where he was the partner responsible for European equity investments. Prior to this, he worked for seven years at GT Management plc as an analyst and UK/European fund manager. He began his investment career in 1986.

Stephen has a degree in classics and holds the Securities Institute Diploma.

Katharine Dryer

Deputy Chief Investment Officer

Before joining Jupiter, Katharine worked as a managing director in BlackRock’s Euro Fixed Income and Multi-Asset Client Solutions teams. Prior to this, she worked at Morgan Stanley and Deutsche Asset Management, where she was a fixed income specialist. She began her investment career in 1997.

 

Katharine has a Master’s degree in Modern and Medieval Languages and an MBA.

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Abbie Llewellyn Waters

Abbie Llewellyn-Waters

Head of Sustainable Investing, Environment and Sustainability
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Adam_Schor_350x300

Adam Schor

President and Chief Risk Officer, NZS
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Aimee Truesdale

Aimee Truesdale

Assistant Fund Manager, Global Emerging Markets
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Alastair Irvine

Investment Director, Independent Funds
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Alejandro Arevalo

Head of Emerging Market Debt
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Alejandro Di Bernardo

Credit Analyst
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Algy Smith-Maxwell

Fund Manager, Independent Funds
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Amadeo Alentorn

Co-Head of Strategy, Systematic Equities
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Amanda Sillars

Amanda Sillars

Fund Manager, Independent Funds
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Andrew Rubins

Andrew Rubins

Credit Analyst
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Antoine Hucher

Equities Analyst
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Ariel Bezalel

Head of Strategy, Fixed Income
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Avinash Vazirani

Avinash Vazirani

Fund Manager, Global Emerging Markets
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Ben Whitmore

Ben Whitmore

Head of Strategy, Value Equities
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Brad Slingerlend

Investor, NZS
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Brian McCormick

Equities Analyst
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Brinton Johns

Investor, NZS
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Carmen Azad

Investment Specialist
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Charlie Spelina

Charlie Spelina

Credit Analyst
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Chris Mahoney

Fund Manager, Gold & Silver
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Chris Smith

Chris Smith

Fund Manager, UK Growth
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Claudia Ho

Claudia Ho

Equities Analyst
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Claudia Ripley

Claudia Ripley

Investment Director, UK Growth, Value Equities & Global Sustainable
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Colin Croft

Fund Manager, Global Emerging Markets
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Dan Carter

Fund Manager, Global Equities
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Dan Nickols

Daniel Nickols

Head of Strategy, UK Small & Mid Cap
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David Cameron-Mowat

Assistant Fund Manager, UK Small & Mid Cap
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David Lewis

Fund Manager, Independent Funds
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Dermot Murphy

Fund Manager, Value Equities
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Ed Meier

Fund Manager, UK All Cap
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Ellen Mann

Equities Analyst
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Errol Francis

Fund manager, UK All Cap
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Freddie Woolfe

Freddie Woolfe

Analyst, Environment & Sustainability
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George Fox

Analyst, Independent Funds
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Gregory Herbert

Gregory Herbert

Fund Manager, European Growth
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Guy de Blonay

Fund Manager, Global Equities
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Harry Richards

Harry Richards

Fund Manager, Fixed Income
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Hilary Blandy

Fund Manager, Fixed Income
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Huw Davies

Investment Director, Fixed Income
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Ian Heslop

Co-Head of Strategy, Systematic Equities
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James Bowmaker

Fund Manager, UK All Cap
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James Gilbert

Assistant Fund Manager, UK Small & Mid Cap
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James Moir

Equities Analyst
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James Murray

Senior Analyst, Systematic Equities
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James Novotny

Credit Analyst
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James Simpson

James Simpson

Legal Counsel, Fund Management
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Jason Pidcock

Jason Pidcock

Fund Manager and Head of Strategy, Asian Income
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Jenna Zegleman

Jenna Zegleman

Investment Director, Global Emerging Markets, Asian Income & Financials
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Jim Goff

Senior Advisor, NZS
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Joe Furmanski

Investor, NZS
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Joe Lunn

Fund Manager, Gold & Silver
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Joe Moxham

Credit Analyst
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Joel Ojdana

Credit Analyst
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John Chatfeild-Roberts

Head of Strategy, Independent Funds
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Jon Bathgate

Investor, NZS
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Jon Wallace

Jon Wallace

Fund Manager, Environment and Sustainability
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Joseph Chapman

Assistant Fund Manager, Multi-Asset
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Lakshay Thakur

Lakshay Thakur

Credit Analyst
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Lee Manzi

Fund Manager, Multi-Asset
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Leon Wei

Leon Wei

Credit Analyst
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Liz Gifford

Fund Manager, Global Emerging Markets
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Luca Evangelisti

Head of Credit Research and Fund Manager, Fixed Income
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Luke Kerr

Luke Kerr

Fund Manager, UK Small & Mid Cap
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Magnus Spence

Magnus Spence

Head of Investments, Investment Companies
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Makeem Asif

Fund Manager, Multi-Asset
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Mark Evans

Analyst, Environment and Sustainability
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Mark Heslop

Fund Manager, European Growth
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Mark Nash

Fund Manager, Fixed Income
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Mark Nichols

Mark Nichols

Fund Manager, European Growth
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Mark Richards

Mark Richards

Strategist, Multi Asset
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Matt Cable

Fund Manager, UK Growth
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Matthew Morgan

Matthew Morgan

Investment Director, Multi-Asset
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Matthew Pigott

Matthew Pigott

Assistant Fund Manager, Global Emerging Markets
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Matus Mrazik