Head of Global Consultant Relations,MFS Investment Management
Madeline is a Managing Director of MFS International (U.K.) Ltd. and Head of Global Consultant Relations for MFS Investment Management® (MFS®). In her role, she manages a global team that collectively looks after the relationships between MFS and the largest global consultants. She is based in London.
Maddi joined MFS in 2014 as head of UK institutional business and assumed her current role in 2018. Prior to joining the firm, she oversaw the UK institutional business for AXA Investment Managers. Before that, she spent 16 years at Threadneedle Asset Management, where she served in a number of roles, including head of global institutional business, head of UK distribution, fixed income specialist, head of insurance asset management and fixed income portfolio manager.
Earlier in her career, she worked as a fund manager for J.P. Morgan and as a fixed income sales professional for UBS.
Maddi earned her bachelor’s degree from the University of Oxford. She is a council member of the Pensions Policy Institute and a member of the DC Investment Forum Advisory Board.
Institutional Portfolio Manager - UK, MFS Investment Management
Owen, CFA, is an Investment Officer and Institutional Fixed Income Portfolio Manager at MFS Investment Management® (MFS®). He is a member of the MFS Global Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London.
Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and global fixed income portfolio manager at Goldman Sachs Asset Management for five years.
Owen earned a Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Fixed Income Investment Specialist, UBS Asset Management
Tony is a Fixed Income Specialist and has been with UBS since August 2015. In his role, Tony liaises between the firm's fixed income investment teams and the various distribution channels. His responsibilities include developing, managing, and servicing client relationships. He also works directly with portfolio management teams across a number of UBS Asset Management fixed income strategies.
Prior to joining UBS AM in March 2020, Tony was a Senior Research Analyst within the Investment Management Research team at UBS Wealth Management Americas. In this role, Tony was responsible for manager due diligence across taxable fixed income strategies including global and emerging markets debt. Prior to UBS, Tony led fixed income manager research at Brown Brothers Harriman Private Bank. Tony began his career with Clearbrook Global Advisors as a Research Analyst.
Client Relationship Manager, UK Institutional Client Coverage, UBS Asset Management
James is a member of the UK Institutional Client Coverage team. He is responsible for managing relationships with institutional clients and is also responsible for building relationships with prospective clients.
James joined UBS Asset Management in July 2020. Prior to this, he worked at Vanguard Asset Management for over six years. In this time, James worked with a variety of UK clients and most recently worked as a Business Development Executive working with financial institutions implementing passive investment strategies.
James holds the Investment Management Certificate and the Certificate in ESG Investing