We are pleased to announce the appointment of David Barfoot to the newly-created role of Head of Fund Sales.
Barfoot joins Smith & Williamson from JP Morgan Asset Management, where he was Executive Director (Sales) covering discretionary clients including wealth managers, DFMs, fund of funds and private banks.
Based in London and reporting to Ed Rosengarten, Barfoot will lead the sales team. He will focus on growing the assets in the group’s funds, which include the Short-Dated Corporate Bond Fund managed by Ian Kenny, the Global Inflation-Linked Bond Fund headed by Thomas Wells, the Enterprise Fund led by Mark Boucher, and the Artificial Intelligence (AI) Fund run by Chris Ford and Tim Day. The £131.5m* Smith & Williamson AI Fund has recently celebrated its one year anniversary.
Commenting on Barfoot’s appointment, David Cobb, Co-Chief Executive at Smith & Williamson, said: “I am delighted that David has joined the firm to help accelerate the growth in this key area for Smith & Williamson. He has the right experience and ability to drive growth in our funds proposition, which includes access to exciting thematic opportunities as well as strategies providing diversified global inflation protection and proven UK equity long/short expertise.”
Barfoot said: “Smith & Williamson has built a focused range of funds that enable investors to meet specific requirements or gain exposure to structural growth opportunities with the potential to deliver attractive returns for many years to come. This is an exciting time to be joining Smith & Williamson and I look forward to working with the team to help execute its ambitious growth plans.”
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of publication.
Notes to editors
Smith & Williamson is an independently owned professional and financial services group with over 1,700 people. The group is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices and mid-to-large corporates. The group has twelve offices; these are in London, Belfast, Birmingham, Bristol, Cheltenham, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton.