News Summary
LONDON, 1st June 2021 – Brown Advisory, an independent and privately held global investment management firm, announces the appointments of Rosanna Arikoglu and Alexander Bottenheim as portfolio managers within its U.K. private client and charity team. These appointments will support the expansion of Brown Advisory’s international business, which is run out of the London office and has seen client assets increase to $15 billion, of which $3 billion is managed for private clients and charities.
Ms. Arikoglu joins from Smith and Williamson where she was an associate director and had spent 8 years looking after a broad range of private clients and charities. Rosanna sat on the fund selection committee and was a member of the responsible investing team. She started her career at HSBC as an analyst in the Global Markets team.
Mr. Bottenheim joins from Stonehage Fleming Investment Management where over 10 years, he held analyst, portfolio manager and most recently, director positions advising UHNW U.K. and international families and family offices. Prior to this, he was a solicitor working in London and Berlin for K&L Gates, specializing in cross-border M&A transactions and capital markets. Alexander was admitted to the New York State Bar in 2008 and is also a CFA Charterholder.
These two hires follow another recent appointment in London of Ryan Myerberg, a Global Sustainable Fixed Income portfolio manager, who together with his former Janus Capital colleagues, Chris Diaz and Colby Stilson, will lead the development of new global sustainable fixed income strategies.
The hires made this year now take the total number of London-based colleagues to 60, ensuring that the investment manager is able to maintain the highest level of service with its growing client base.
Logie Fitzwilliams, Head of International Business and Global Head of Sales at Brown Advisory, said: “We are thrilled to welcome Rosanna and Alexander to Brown Advisory as we continue to expand our private client and charity team in London. As our client base grows we will continue to look for talented investment managers like Rosanna and Alexander who bring strong investment acumen and enable us to maintain the highest level of service for our clients”
Brown Advisory is seeing increasing numbers of clients choosing to embrace sustainable investing principles across their portfolios. This is an area of specific expertise for the firm, enabling clients to incorporate a broad range of environmental, social and governance (ESG) matters as well as client-specific priorities, which can enhance returns while driving better societal outcomes at the same time.
Given Brown Advisory’s history and its American roots, the firm also has expertise in looking after those with assets, residences and citizenship in multiple countries, and supports many US-connected individuals and families.
Quintin Ings-Chambers, Head of International Private Clients and Charities at Brown Advisory, said: “We work with a wide range of private clients, each of whom has their own unique investment goals, and have always taken a highly customised approach to portfolio construction to ensure their objectives are met. We are delighted to have further strengthened our team and look forward to working with Rosanna and Alexander who will support our bespoke offering and ensure we continue to help our clients meet their evolving long-term investment goals.”
Media Contacts
TB Cardew
Tom Allison: 07789 998020
Tania Wild: 07425 536903
Guy Dennis: 07917 918226
Email: [email protected]
Brown Advisory
Polly Corry: 020 3301 8132
Email: [email protected]
About Brown Advisory
Brown Advisory is an independent investment management firm committed to providing its clients with a combination of first-class investment performance, strategic advice and the highest level of service. Brown Advisory has been a private, independent and colleague-owned firm since 1998. Today, the firm has more than 700 colleagues – each with an equity interest – serving private clients and institutions in 39 countries from 11 offices globally and is responsible for US$115 billion in assets for private and institutional clients as of 31st March 2021*.
*As of 31st March 2021, Brown Advisory had approximately $114.5 billion in client assets for the following entities: Brown Advisory, LLC, Brown Investment Advisory & Trust Company, Brown Advisory Securities, LLC, Brown Advisory Ltd., Brown Advisory Trust Company of Delaware LLC, Brown Advisory Investment Solutions Group LLC, Meritage Capital LLC, NextGen Venture Partners, LLC and Signature Financial Management, Inc.