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Rathbones’ Top 100 fund research head to depart

Rathbones’ Top 100 fund research head to depart

Rathbones’ head of fund research Mona Shah is set to depart after more than 10 years at the firm.

Shah, a Citywire Top 100 stalwart, has been responsible for fund selection and due diligence across the firm’s long-only and alternative strategies. She also sat on Rathbones’ collectives research and strategic asset allocation committees, and assisted with the management of Rathbones’ multi-asset portfolios.

Alex Moore, a research analyst who joined the business from the British Steel Pension Fund in 2015, will take over as head of collectives research in July. He will report to Elizabeth Savage, who is head of research.

‘Mona has contributed greatly to the success of the research team and she leaves with our best wishes for the next stage in her career,’ said a Rathbones spokesperson.

‘Alex, a senior member of the team, is well placed to lead and evolve the collectives research process, working alongside Rathbones’ investment committees,’ they added.

Shah joined the fund research team in September 2007 after graduating from the University of Bristol and was promoted to head of collectives research in January 2017.

Her exit will follow that of investment managers Hugh Adlington, Andrew Hess and Andrew Mackintosh-Walker in April. They have joined ex-colleague Tim Eliot-Cohen to set up a new London office for Close Brothers in the west end.

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