Investment Funds

Long relative (UK domiciled)

Chris Rice
Funds managed
Click here for biography
Chris Rice

Chris Rice joined Cazenove in 2002. As Head of European (ex UK) equities, he is responsible for all aspects of European (ex UK ) equity strategy, portfolio construction and performance. He is manager of the Cazenove European Fund (onshore) and the Cazenove European Equity (ex UK) Fund (offshore) and co-manager of the Cazenove European Equity Absolute Return Fund. He is responsible for sector research in Banks & Specialty Finance (including Property) and Oil & Gas. Chris joined from HSBC Asset Management ( Europe ) Ltd where he held a similar position, responsible for their retail and institutional Pan-European and European equity funds. Prior to HSBC, he was a Japanese and European fund manager at Scottish Amicable Investment Managers. Chris graduated from the University of Salford with First Class Honours in Finance and Accounting as well as a MPhil in Monetary Economics from the University of Glasgow and he is IIMR qualified. He is a Managing Director of Cazenove Capital Management and has 19 years of investment experience.

 OBSR AA rating 

Peter Harvey
Funds managed
Click here for biography
Peter Harvey

Peter Harvey joined Cazenove Capital in 2005. He is Head of Credit with specific responsibility for credit strategy and managing the Cazenove Strategic Bond Fund and Cazenove Strategic Debt Fund. Peter joined from F&C Management Ltd where he had been Head of UK Credit. Over the five years to December 2004, Peter was ranked in the top decile of Standard & Poor’s UK Corporate Bond league table. During his eleven years at F&C, Peter also ran funds covering emerging market corporate bonds, high yield and distressed debt. Before joining F&C, Peter spent three years with Lloyds Bank Capital Markets Group. He graduated with a 2.1 degree from the University of St Andrews and speaks Spanish fluently. Peter is a Director of Cazenove Capital and has 19 years of experience analysing and investing in corporate debt.

OBSR A rating
Alex Smitten
Funds managed
Click here for biography
Alex Smitten

Alexander Smitten joined Cazenove in 2000. He is a member of the Credit Team with responsibility for establishing the UK economic outlook and investment policy for all segregated and pooled gilt portfolios. He is manager of the Cazenove UK Corporate Bond Fund and The Income Trust for Charities, a UK authorised Common Investment Fund and the Cazenove UK Corporate Bond Fund. Alex joined from Intercapital where he set up the gilt agency broking desk. Prior to this he was at Daiwa Securities, Natwest and TSB/Hill Samuel where he was responsible for all government bond activity on behalf of the group. Alex graduated from the City University with a degree in Banking and International Finance. He has 24 years of investment experience.

Matt Hudson
Funds managed
Click here for biography
Matt Hudson

Matthew Hudson joined Cazenove in 2001. He is a member of the Pan-European equity team with responsibility for income/growth portfolios. He is manager of the Cazenove UK Equity Income Fund and The Equity Income Trust for Charities, a UK authorised Common Investment Fund and he is responsible for the following UK sectors: Banks, Construction & Materials, Gas Water & Multi Utilities, Mining and Electricity. Matthew joined from AIB Govett Investment Management where he was a UK equity fund manager. Prior to this he was a chartered accountant at PriceWaterhouseCoopers in the financial services division. Matthew graduated from Cambridge University with a degree in History. Matthew has 11 years of investment experience.

David Docherty & Tim Russell
Funds managed
Click here for biography
David Docherty & Tim Russell

David Docherty joined Cazenove in 2000. He is a member of the Pan-European equity team and Manager of The Growth Trust for Charities, a UK authorised Common Investment Fund. He is the 2nd appointed Manager of the Cazenove UK Growth & Income Fund (onshore) and the Cazenove UK Equity Fund (offshore), both managed by Tim Russell (Head of Pan-European equities). He also has specific responsibility for the UK’s Aerospace & Defence, Automobiles & Parts, Industrial Engineering, Industrial Metals, Oil & Gas Producers, Oil Equipment & Services and Electronic & Electrical Equipment sectors. David joined from M&G Investment Management where he was a fund manager and chairman of the UK model portfolio committee. Prior to this he was a fund manager at Gartmore Investment Management (1994-1997) and Lloyds Investment Management (1989-1994). David graduated from Durham University with a degree in History and gained an MBA from Cranfield School of Management. He is a Director and has 21 years of investment experience.

Tim Russell joined Cazenove in 2003. He is Head of Pan-European equities with specific responsibility for UK equity strategy, portfolio construction and performance across the range of Cazenove Capital Management’s UK institutional, charity, private clients and retail funds. He is also manager of the Cazenove UK Equity Absolute Return Fund, the Cazenove Leveraged UK Equity Fund and the Cazenove UK Absolute Target Fund. Tim joined from HSBC Asset Management (Europe) Ltd where he also had overall responsibility for UK equities and was manager of six of their funds valued at £2 billion, including the AAA rated HSBC UK Growth & Income Fund. Prior to HSBC, he held a similar position at Lazard Asset Management achieving a Fund Research rating across their entire range of UK funds. In 1997 Tim was awarded the Investment Week Income Fund Manager of the Year. Prior to joining Lazard in 1992, Tim was awarded the Roy Wright scholarship, sponsored by Rio Tinto plc, which enabled him to spend two years in industry in marketing, financial and strategic roles. He started his career in 1985 as a corporate finance executive with Merrill Lynch (Europe) before joining UBS Phillips & Drew as an institutional salesman. He graduated from Keble College, Oxford University with an MA (Hons) in Politics, Philosophy and Economics. He is a Managing Director and has 25 years of investment experience.

OBSR A rating
Julie Dean
Funds managed
Click here for biography
Julie Dean

Julie Dean joined Cazenove in 2002. She is a member of the Pan-European equity team and manager of the A rated Cazenove UK Opportunities Fund, the Cazenove UK Dynamic Fund and the Cazenove Managed UK Equity Fund. Her specific UK sector responsibilities are: General Finance, Life Insurance, Non Life Insurance and Pharmaceuticals & Biotechnology. Julie joined from HSBC Asset Management (Europe) Ltd where she was responsible for similar funds as well as institutional portfolios. Prior to HSBC, she was a UK equity fund manager for Invesco GT. Julie graduated from St Anne’s College, Oxford University with a BA (Hons) in Modern History. She has 17 years of investment experience.

Paul Marriage
Funds managed
Click here for biography
Paul Marriage

Paul Marriage joined Cazenove Capital in 2005.  He is a member of the pan-European equity team and Manager of the Cazenove UK Smaller Companies Fund and Cazenove Capital’s UK Dynamic long-short funds (UCITS and Cayman domiciled hedge fund); the Cazenove Absolute UK Dynamic Fund and the Cazenove UK Dynamic Absolute Return Fund.  Paul joined from Insight Investment where he was head of UK Small Cap investments valued at £750 million.  Prior to this, he was an analyst at GH Asset Management.  Paul graduated from University College, Oxford with a degree in Modern History.  He is a member of ASIP and has 12 years of investment experience.

Telephone: 0800 015 9592

Register here