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investment trust

"We were delighted with the efficiency of the process and the eventual result..."

Richard Prosser, Chair,
Aberdeen Latin American Income Fund Limited

Fletcher Jones have worked on board appointments in the Investment Trust sector since 2001. Over this time, we have undertaken successful searches for most of the leading asset management groups, working with the investment trusts managed by the likes of Aberdeen Standard, Baillie Gifford, BlackRock, Fidelity International, Janus Henderson, Martin Currie, and Schroder.

Appointments in the Investment Trust sector are particularly interesting because of the range of asset classes (equities, bonds, real estate, and infrastructure, for example) and the range of geographic focuses of the trusts, all requiring specialist knowledge. The high levels of governance in investment trusts also adds an interesting element; transparency in searching for Non-Executive Directors is key. We understand this governance and recognise the benefit for investors – the safeguards in place give high levels of confidence for investors.

At Fletcher Jones, we are conscious of the increasing importance of environmental, social, and corporate governance, of the growth of platforms, of increasing direct investment by individuals, and the importance of asset size and liquidity of shares, all of which have come about for many reasons, including the consolidation in the wealth management and private banking sector. Our understanding of these key concerns enables us to have intelligent discussions with candidates and identify those individuals who will best add to a board.

Active in the sector for many years, we have refreshed some boards completely and have been involved in many, now highly regarded, directors’ first appointments. Fletcher Jones have always been at the forefront of considering diversity of candidates. We have tremendous experience of searching for directors whose careers have had significant experience with investment and audit. In the last decade, we have seen a growing interest in candidates that bring a variety of other experiences to boards, including those from industry, think tanks, journalism, or public service.

Richard Fletcher
Managing Director

Jo MacLennan

Monica Langa

Leah Stewart

Rachel Walling
Search Co-ordinator

Emma Walker
Search Co-ordinator

Donna Rose
Search Co-ordinator

"We engaged Fletcher Jones to help find an experienced NED to join our Board. We hadn't worked with them before but, as anticipated, they added value from the outset as we worked together to develop our initial role profile...."
Martin Moore, Chair, BMO Commercial Property Trust Read in full

"Fletcher Jones comprehended the brief and put forward some good candidates, along with some recommended by board members.  They interviewed all the candidates and gave us a detailed background on them and their skills..."
Jean Matterson, Chair, Capital Gearing Trust Read in full

"Fletcher Jones did an excellent job for us. They were efficient and highly professional. We tasked them with finding a director with experience of Asia and its equity markets but one who would also add to the Boards diversity of thinking...." 
Peter Rigg, Chair, Schroder Oriental Income Fund Trust Read in full

"The process was held online throughout with good input from the team at Fletcher Jones to allow us to make the appointment of an excellent director to our Board. We are delighted with the experience and the outcome."
Raymond Abbott, Chair, Foresight 4 VCT Read in full

“In seeking such an individual, the Board was also keen to, as a FTSE 250 company, not only broaden the range of views around the Board table but do so in a manner that was seen by the market to improve the diversity of the Board.”
Chris Samuel, Chair, JPMorgan Japanese Investment Trust Read in full

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