The exciting partnership between ClearView and Human Financial marries ClearView’s existing product and service offering with Human Financial’s investment and technology expertise.
At platform and portfolio level, nothing changes for now except that Human Financial will be applying its investment expertise through a heavyweight investment team, led by CIO Angus Sippe, focused on delivering more consistent, positive returns.
Many of you met Angus and the Human Financial team at our recent Wealth and Investment Update, if you missed it view the recording.
Angus has 19 years of investment management experience focused on global multi-asset & OCIO investing for large pension funds and insurers based across three continents. He was until recently the senior multi-asset portfolio manager at Schroders, responsible for $7 billion in absolute return, benchmark relative and ESG sustainable products. Angus was one of five voting members on Schroders’ Global Asset Allocation committee, responsible for guiding AA for portfolios in excess of $250 billion. You can hear from him in this Market Insights video.
Human Financial’s CEO, Andrew Barry is also an important member of the investment team. Andrew has been involved in investment management for over 19 years. Prior to leading Human Financial, he was both CEO and CIO for Alpha Beta, a quantitative investment management business, operating institutional quantitative and statistical arbitrage hedge funds in Sydney, Hong Kong and London. Prior to Alpha Beta, he was a portfolio manager for a number of multi-asset macro hedge funds including Coronation and Sable in London.
Another member of the senior investment team is Brendan Scarf. Brendan has 21 years of global financial industry experience in structured finance, private credit and equity, derivatives, trading and structured investments. Previously he was Head of Structuring at Deutsche Bank in Sydney where he oversaw in excess of $6 billion in structured credit and equity transactions. Prior to joining Deutsche, Brendan worked at Macquarie in Sydney, London and New York across a wide variety of structured equity, credit and derivative transactions.
The investment leadership team is supported by two senior investment analysts, one quantitative analyst, and two investment support staff.
The full merger process will take some months to complete. Initially, we’ll continue to operate under the ClearView banner, while starting to inject Human Financial’s investment expertise. The merger of other operations will be complete later in the year.
It’s key to emphasise that existing products and portfolios remain the same; and that contact details and processes will not change for now.
At this point no communication with your clients is necessary. When the transaction completes, we’ll provide all the documentation and content you need to communicate with your clients.
In the meantime, if you have any questions, please contact your BDM, or for research queries please continue to email [email protected].
Looking ahead, this exciting partnership aims to make a real difference to you and your clients: with a strong investment team, swift product innovation and service to support your business.