Roz joined the firm in June 2021 as Chief Investment Strategist and is responsible for all matters relating to the investment functions of Epworth, including defining and executing the investment strategy, asset allocation, and fund performance. Roz is an Executive Committee member.

Prior to joining Epworth, Roz worked at UBS Asset Management, chairing their Product Strategy Board, helping build the global product range and develop an innovative product shelf and strategy. Roz has 25 years of experience in the investment industry, including 15 years as a consultant working with some of the world’s largest investors.

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