Finely crafted investments


Amati News

Anna Wilson joins Amati Global Investors as fund manager

17 January 2018

Amati Global Investors Limited (“Amati”) is delighted to announce the appointment of Anna Wilson, (previously Anna Croze) an experienced fund manager specialising in UK equities. Anna joins the investment team at Amati of Paul Jourdan, David Stevenson and Douglas Lawson across all products; the TB Amati UK Smaller Companies Fund, Amati VCT plc, Amati VCT 2 plc and the Amati AIM IHT Portfolio Service. At the same time, Douglas Lawson will move to a part-time role at Amati.

Anna joins from Adam & Company, where she led research for the PAM-award winning wealth manager. She brings her expertise running the successful AIM-listed portfolio service to Amati as well as a breadth of experience in managing substantial OEICs, private client and charity portfolios. She co-managed the Adam Worldwide Fund and the Stewart Ivory Investment Markets Fund which won three Lipper Awards under her stewardship.

Previously Anna worked for Threadneedle Investments and led research into East African Financial Markets from Old Mutual Asset Management in Nairobi. She spent six years at the start of her career as a fund manager for Henderson Global Investors in London co-running Enhanced Index Funds and the UK Equity Market Neutral Fund, as well as being a media sector analyst.

Paul Jourdan, CEO of Amati said:
“We are very pleased to be welcoming Anna to the investment team at Amati. We have known Anna for some time and been impressed with her approach to stock picking, which we believe will fit in very well with the investment philosophy that we cultivated at Amati. Our team-based approach to portfolio management means that we can readily benefit from the additional expertise and analytical capacity that Anna will bring, whilst maintaining the investment process that we have spent many years honing.”

Anna Wilson said:
“I am delighted to be joining what is an established investment team at Amati. It is a new challenge at a good time and gives me an excellent opportunity to stretch myself for clients in a unique firm. I enjoyed six and a half years at Adam Investments where we delivered excellent growth and performance for clients, and I move on very good terms. The challenges and opportunities facing investors in markets globally right now could hardly be more interesting and I can’t wait to get started”.