In July 2002, he joined New Star Asset Management as UK Fund Manager, later becoming Joint Chief Investment Officer, and saw his UK Growth Fund grow substantially.

Throughout his career he has been involved in building investment companies into major industry players, using his extensive knowledge and experience to deliver results in terms of fund management, investment team building and influencing overall company strategy and direction.

Phil Roantree - Bond Fund Manager

Phil has 23 years’ experience in the financial services industry. He has managed a broad spectrum of bond portfolios for 18 years, including segregated, unit linked, sterling, global, government and credit portfolios. From 1994 to April 2009 he managed a Sterling denominated credit unit trust, originally managed by Prolific, through a number of changes of ownership of the fund’s managing company, including Aberdeen Asset Management and New Star.

As well as working through the upheaval that inevitably follows management change, this also involved successfully negotiating tax legislation changes to restructure the fund away from preference shares towards bonds, to maintain maximum tax efficiency for PEP investors.

Phil's ability to manage his portfolio seamlessly and successfully through several major ownership and tax regime changes, maintaining his focus on delivering healthy income levels, highlights his commitment to providing investors with strong and stable investments and consistent, healthy returns.

In addition to his responsibility for managing Querns’ Fixed Interest portfolio, Phil will be using his attention to detail and industry experience in the role of Chief Investment Officer.