June 1, 2022
Chartwell becomes sixth boutique investment manager in Carillon family
St. Petersburg, FL – Carillon Tower Advisers (Carillon), a global, multi-boutique asset management firm, today announced the addition of Chartwell Investment Partners to its lineup.
Chartwell joins ClariVest Asset Management; Cougar Global Investments; Eagle Asset Management; Reams Asset Management (a division of Scout Investments); and Scout Investments as the sixth boutique investment manager in the Carillon family.
“We believe Chartwell will be a great fit in the Carillon culture,” said Bob Kendall, president of Carillon. “It is clear to us that Chartwell associates share our client-first philosophy and commitment to integrity and long-term thinking.
“We will be taking our time and working together with a broad coalition of vested parties to ensure a thoughtful partnership.”
Chartwell, founded in 1997, has approximately $11.2 billion under management in domestic equity and fixed income strategies available through a variety of investment vehicles. The firm will retain its brand under the Carillon umbrella.
The acquisition of Chartwell (previously owned by TriState Capital, which Carillon parent company Raymond James completed its purchase of today) has no impact on the structures of the five existing Carillon boutique investment managers nor on the relationships clients have with those firms.
Carillon and its boutique investment managers had $64 billion in assets under management as of March 31, 2022.
About Carillon Tower Advisers, Inc.
Carillon Tower Advisers is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our partner affiliates – ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments – we offer a range of investment strategies and asset classes through multiple vehicles. Our focus is on sustainable, risk-adjusted returns and alpha generation. We believe this lineup of institutional-class portfolio managers can help investors meet their long-term business and financial goals. Ultimately, our structure allows affiliated investment teams to focus on what they do best: managing portfolios.
Shree Dhond/Doug Allen
Dukas Linden Public Relations
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CTA22-0338 Exp. 3-31-23