UCA Funds Management appoints Director of Investments

James Cook
JAMES COOK
Uniting Ethical Investors Limited - Director of Investments
DEPARTURE
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Date: July 2017
Position: Head of Tailored Portfolios - ANZ Wealth
APPOINTMENT
UNITING ETHICAL INVESTORS LIMITED
Date: August 2017
Position: Director of Investments

Ethical investor, UCA Funds Management, has announced the appointment of James Cook as director of investments, effective August 2017.

In this role, Cook will be responsible for the formulation of investment strategy and overall management of UCA Funds Management portfolios.

Cook has more than 32 years' portfolio and senior management experience in Australia and the UK. He joins UCA Funds Management from ANZ where he spent most of his ten years with the firm as head of portfolio management for ANZ Trustees. Most recently he was the head of tailored portfolios for ANZ Wealth.

Previously, he ran a number of analyst and portfolio manager teams across diversified portfolios, international and domestic equities for Norwich Investment Management, Portfolio Partners and ANZ.

Commenting on his appointment at UCA Funds Management, CEO, Michael Walsh, said: "James is a highly experienced senior investment manager, with a strong background in portfolio management. He has led investment teams through organisational change, periods of strong business growth as well as day-to-day operations. His experience working with charitable organisations will also be an asset to our investors, many of whom are from the not-for-profit sector."

Cook replaces Ben Pedley who left the firm in November 2016 following eight months in the role.