AUM Downturn Asset under management at JOHCM UK Dynamic has contracted from £1.3bn in 2023 to around £400m by May 2026, indicating sensitivity to fund manager turnover and capacity management. Sales teams should position services that support performance continuity, succession planning, and client win-back strategies.

Leadership Changes Key departures and new hires across UK and EM markets (e.g., Alex Savvides departure; Joshua Herson joining UK equity income; Roshni Bolton and Jack Gater hires in EM) signal turnover risk but also growth in coverage. Opportunities exist to offer transition support, onboarding services, and competitive product demonstrations to maintain client confidence.

Expansion Focus J OHCM maintains global footprint with offices in London, New York, Boston, Paris, Munich and Singapore, suggesting appetite for regional client engagement and distribution enhancements. Propose outsourced distribution, ESG data services, or regional marketing support to strengthen presence in key markets.

ESG Engagement Historically embedded ESG integration in portfolios, including a senior fund manager with a detailed engagement process, points to demand for ESG analytics, engagement reporting, and sustainability-focused investment solutions to attract and retain institutional clients.

Tech & Infrastructure JOHCM uses modern tech stack (Webflow, HTTP/3, Microsoft 365, Outlook) and emphasizes nimbleness and low bureaucracy. This creates opportunities to offer fintech integrations, data visualization, and client portal enhancements that align with their lean culture and performance-focused mandate.