The VT Chelsea Managed Funds are relatively new, but our fund-picking skills are not. Through the Chelsea Core Selection, Darius, Juliet and the Chelsea research team have consistently added value for our clients.
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I joined Chelsea's training scheme, in February 1996, after graduating from Birmingham University with a BSc (Hons) in Chemistry, so I am just starting my 25th year with the company. I was promoted to managing director in February 2000. As well as managing the business and being part of the research team, I have an active role in the financial media and am quoted regularly in both national newspapers and more specialist financial publications as well as TV and Radio. I lead the investment team on our managed funds launched in June 2017.
In 2014, I helped to launch FundCalibre, an independent fund ratings and research business.
I am also Chairman of the Association for Independent Discount and Non-Advisory Brokers (AIDB). The AIDB represents the views and interests of the discount broking, execution-only and non-advised sales community to the regulator, the fund groups and platforms and the general public.
I am also a member of the IA sectors committee and a judge on most fund manager awards including Investment Week and Portfolio Adviser.
Outside work (almost literally, as our office is a stone's throw from the stadium) I am a dedicated Chelsea football fan. When I'm not at a match I'm usually entertaining my two children.
Juliet has been at Chelsea for almost 20 years. She quickly rose to the position of head of research in 2001 and was made research director in 2013. She currently selects funds for Chelsea’s Selection and Core Selection lists and model portfolios, which are featured in the highly subscribed Viewpoint magazine. She also compiles a Fund Review, covering over 400 funds.
James is a senior research analyst at Chelsea Financial Services and has a BA in War Studies from King's College London. Before joining Chelsea he worked in equity research for the institutional brokerage firm Redburn. James has a passion for improving financial education and he wants to encourage more people to save and invest.
Joss obtained a first-class MSc at Bayes Business School in 2021 having finished my bachelor’s studies at Bristol University the previous year. He is IMC level I qualified and working towards becoming fully certified in the coming months. As a recent addition to Chelsea, his role comprises of fund research, producing daily valuations for the fund range, and interviewing managers of investment funds among responsibilities. Outside of work, he is an an avid follower of sports. He particularly love going to the races and watching my beloved Arsenal.
The VT Chelsea Managed Fund range was launched to offer Chelsea’s clients a one-stop shop to invest as well as giving them access to the Chelsea research team’s most up-to-date investment views and fund preferences. However, Chelsea does not offer investment advice and cannot say, which of these funds, if any of you should invest into.