Fulcrum Asset Management assembles strategic adviser panel

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Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business. 

The panel will offer an additional layer of analysis and consultation regarding longer-term investments, enhancing Fulcrum’s existing capability in the area. 

The three inaugural panel appointees are property expert Julian Stocks, a partner at Knight Frank, alternatives expert Nathan Peters and credit expert Ed Britton.

Head of Fulcrum Alternative Solutions, Matt Roberts believes that it is beneficial to seek independent expert opinions given the long-term idiosyncratic nature of these investments.

“We are excited by the growing demand for bespoke illiquid arrangements from investors, and while we have our own deep expertise in this area, a wide range of expert opinion can only enhance the decision-making process, particularly given the long-term nature of the investments.”

Julian Stocks has 30 years’ property experience in the UK and Europe, and along with his team at Knight Frank runs a series of high-profile active property portfolios and large single assets, with approximately GBP3 billion under management. 

Ed Britton was a director, specialising in credit research at Willis Towers Watson, where he had served for more than 12 years before retiring in 2018. Prior to this he had been a fund manager at both Baring Asset Management and Newton Investment Management. 

Nathan Peters is a freelance adviser specialising in the alternative investment industry. As a former portfolio manager with Fulcrum, Nathan knows the firm, and the industry extremely well. In particular, he will bring expanded coverage of the Australian marketplace.

The new panel is in keeping with Fulcrum’s thoughtful and research-oriented culture.

Roberts says: “Additional, independent advice supplied by these industry leaders will help us to maximise the chances of achieving our clients’ objectives in this interesting opportunity set.”

Fulcrum has a team of over 70 people including economists, asset class specialists and research analysts.

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