AXA IM Strengthens Tech Team with Key Appointments
People | Jan 07, 2025 | AXA Investment Managers UK Ltd
AXA Investment Managers (AXA IM) has announced the appointment of James Dowey and Matthew Ward as portfolio managers within its Thematic Equities team, specifically focusing on technology. Both come with significant experience in the field, with Dowey previously being Co-Head of the Global Innovation Team at Liontrust Asset Management, and Ward serving as Head of Global Technology Equities at Barings. These additions aim to enhance AXA IM's technology range, contributing to a growing franchise overseen by Tom Riley, Head of Global Thematic Strategies at AXA IM Core. The hires are seen as pivotal in advancing AXA IM’s thematic investment strategies, which have been at the forefront of the firm’s growth over the past decade. AXA IM's thematic range, currently managing around $9 billion in assets, includes innovative strategies such as those focused on robotics. The firm continues to leverage its extensive sectoral expertise to expand its global reach, while managing substantial ESG-integrated assets.
Sectors
- Asset Management
- Technology
- Financial Services
Geography
- United Kingdom – The new portfolio managers and the thematic equities team are based in London, highlighting the geographical relevance.
- Global – AXA Investment Managers has a worldwide presence with operations in 18 countries, reinforcing its global strategic focus.
Industry
- Asset Management – The article discusses AXA Investment Managers, a significant player in the asset management sector, and its strategic hires to strengthen its thematic equity strategies.
- Technology – The focus on new hires is within the thematic equities team focusing on technology, indicating the industry's relevance.
- Financial Services – AXA IM operates within the broader financial services industry, offering investment opportunities, including ESG-integrated assets.
Financials
- $9 billion – Thematic range assets under management by AXA IM.
- 869 billion – Assets managed by AXA IM as of September 2024, including non-consolidated entities.
- 480 billion – ESG-integrated, sustainable or impact assets managed by AXA IM as of December 2023.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| AXA Investment Managers UK Ltd. | Private Equity Firm | Company | AXA IM is a leading global asset manager known for its thematic investment strategies. |
| James Dowey | Portfolio Manager, Technology | Person | Joins AXA IM from Liontrust Asset Management with 19 years of industry experience. |
| Matthew Ward | Portfolio Manager, Technology | Person | Previously Head of Global Technology Equities at Barings, with 23 years of industry expertise. |
| Tom Riley | Head of Global Thematic Strategies | Person | Oversees the thematic equities team and has been with AXA IM for 15 years. |
| Pauline Llandric | Portfolio Manager, Technology | Person | Works with Tom Riley and part of the team managing technology funds at AXA IM. |
| Liontrust Asset Management | Former Employer of James Dowey | Company | An asset management company where James Dowey was Co-Head of the Global Innovation Team. |
| Barings | Former Employer of Matthew Ward | Company | Previously employed Matthew Ward as Head of Global Technology Equities. |