Andrew Marks

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Andrew Marks Profile

Andrew Marks is the managing director and the head of Europe, Middle East, and Africa (EMEA) Distribution of Artisan Partners UK LLP. He is responsible for the strategy and business development across several regions, especially in Europe, the Middle East, Africa, and Latin America, working closely with each of the firm’s autonomous investment teams. Detailed below is more information on his personal background, education, work history and experience, work accomplishments, business philosophies, and links to recent press articles about him.

Personal Background

  • Andrew Marks is currently based in London, United Kingdom, but he has lived in Oxford, Godalming, and Birmingham.
  • He speaks five languages, and these are English, French, Galician, Italian, and Spanish.
  • After completing his degree in Hispanic Studies at the University of Birmingham, Marks worked as a freelance musician for three years, from July 1996 to January 1999.
  • He’s a member of the Old Carthusians group on LinkedIn. Old Carthusians is a group that serves as an opportunity for former pupils from Charterhouse School to get in touch.
  • He is interested in Simon Sinek, author of famous books on leadership, such as "Start With Why: How Great Leaders Inspire Everyone to Take Action" and "Leaders Eat Last: Why Some Teams Pull Together And Others Don't."

Education

  • Andrew Marks attended Dragon School Oxford from 1982 to 1986 for his elementary school education.
  • For his high school education, he attended Charterhouse School in Godalming, “one of the UK’s leading independent boarding schools,” from 1986 to 1991.
  • Right after high school, he attended the University of Birmingham and completed his degree B.A. Hispanic Studies in 1995.
  • In 2009, he attended the Residential LESF Programme of INSEAD, "one of the world’s leading and largest graduate business schools."

Work History and Experience

  • In August 2011, Marks joined Artisan Partners as managing director of Artisan Partners UK LLP, which is part of the Global Equity strategy of the firm. Roughly two years later, he also became the head of EMEA Distribution of the UK arm of the firm.
  • Before joining Artisan Partners, Andrew Marks worked for T Rowe Price for a decade. He joined the company as a business development executive in 2001 before being promoted to director of the Southern Region, which includes Southern Europe, Switzerland, and Latin America in September 2007. In January 2010, he became the director of T Rowe Price in the UK & Ireland and held the same position until he left the company and joined Artisan Partners in August 2011.
  • Marks also worked for Initiative Europe as head of institutional research for private equity and venture capital for almost three years, from February 1999 to September 2001.
  • Andrew Marks is a member of the ICI Global Retirement Savings Committee at the Investment Company Institute since May 2016. ICI is a leading association representing regulated and mutual funds globally.
  • He is also a member of the Philanthropy Committee at Nordoff Robbins, the UK's leading independent music therapy charity since June 2016.
  • He is an RSA Fellow since December 2016. RSA—or the Royal Society for the Encouragement of Arts, Manufactures, and Commerce—is a global community of proactive problem solvers, uniting people and ideas to resolve the challenges of our time.

Accomplishments

  • According to Andrew Marks, Artisan Partners' Markets Strategy and High Income Strategy emerging first in the Emerging Market Equity in U.K. and the US High Yield Bonds (USD) universe, respectively, in the 2017 CAMRADATA Independent Quantitative (I.Q.) scores and rankings is due to his talent-driven business model that is designed to attract and retain talented investment professionals focused exclusively on active, high value-added investment strategies as well as that of his team.
  • The vast majority of Artisan growth in 2017 was from clients in EMEA, and Andrews drove this. "As of March 31, 2017, 18 percent of the firm's $103.8 billion in assets under management was sourced from clients outside the US, including over $3 billion in its UCITS fund complex in Ireland."
  • Andrew Marks emerged one of the top finalists in the 2019 Professional Pensions Rising Star Awards in the Adviser of the Year category.

Business Philosophies

  • Andrew Marks believes that "skilled active management can deliver positive outcomes for investors and society." The types of strategies Marks' team manage across all asset classes are "at the most active end of the spectrum, with little or no regard to benchmarks."
  • Marks also believes that the "shared purpose and commitment to higher value-added investing" have allowed them to keep a single, integrated brand over time.
  • Marks added that everything they do at Artisan Partners is designed to create an investment culture that allows their talent to thrive. He said, "The foundation of the firm’s strategy is to continue to promote our business model of attracting, developing and retaining talented investment professionals. Unlike fund selectors, the company focus on buying talent, as opposed to renting it, so its emphasis is very much on the longer-term."

Recent Articles Published about Andrew Marks

  • He was featured in the May 2019 issue of the Investment Europe where he talked about the "artistic approach" of Artisan Partners in asset management.
  • Andrew Marks was one of the speakers in Fund Marketing Distributions in 2019. He is also the moderator of the said discussion. The discussions are about evolving fund flow trends and investor behaviors.
  • In this 2019 Global Fund Media article, Artisan Partners UK has received external seed funding to formally launch the firm's World UCITS Fund.
  • Andrew Marks, together with Jason White, the portfolio manager on the Growth team of Artisan Partners, was one of the presenters in this BrightTalk 60-minute webinar titled, "Finding Growth in a Maturing Bull Market." To listen to the webinar, interested parties need to sign up.
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Perception Of Andrew Marks

Andrew Marks has been recognized as highly skilled in hedge funds, asset management, and investments. In addition, he also emerged as one of the finalists in the Mentor of the Year category in the 2019 Professional Pensions Rising Star Awards. Detailed below are more expert perceptions about Andrew Marks in the financial world.

Expert Perceptions in Financial World

  • Dean Patenaude, Artisan Head of Global Distribution, sees Andrew Marks as one of the most experienced marketers in the industry. He said, "Hiring a very experienced marketer like Andrew Marks reflects our long-term commitment to providing investment management services to investors outside of the U.S."
  • Andrew Marks has been recommended by Russell Borland, an executive and team coach in Leadership Development. Borland perceived Marks as a highly talented communicator. Borland and Marks’ team have worked together for 18 months between 2018 and 2019. Their partnership resulted in "the London office sourcing a sizeable base of assets under management."
  • Andrew has received 11 endorsements for his skills in hedge funds, 10 for his asset management skills, and 16 for his investment skills. These endorsements are from executives, partners, and financial officers from companies in different industries.
  • Marks was a finalist for Mentor of the Year in the 2019 Professional Pensions Rising Star Award, an award in the pensions sector for individuals who have bolstered and supported the rising stars of tomorrow through mentoring, training, or other initiatives.
  • In February 2019, Andrew Marks was one of the expert speakers in the Fund Marketing & Distribution 2019 by Informa PLC. Together with other notable experts, their discussions revolved around evolving fund flow trends and investor behaviors.

Research Strategy

To provide an in-depth review of how Andrew Marks is seen in the professional financial world, we first looked into his LinkedIn profile for recommendations from partners, clients, and executives from other companies, which we added in our findings above. Next, we looked into press releases by Artisan Partners and third-party sources that mention Andrew Marks. We individually looked into these press releases; however, we only found one where a colleague said something about Andrew Marks, and this was published in 2011, the time when Marks joined the firm. The rest of the articles we found that mentions Andrew Marks is him saying about milestones that Artisan Partners has achieved. We also looked into published reports and digital magazines on investments and asset management, and we only found the May 2019 issue of Investment Europe where Andrew Marks was one of the featured people. However, in this magazine, no one was interviewed about Andrew Marks' performance in the industry. Instead, Andrew Marks just talked about the artistic approach of Artisan Partners. Because of very limited number of articles on Andrew Marks, we were only able to add information from his LinkedIn profile and from a 2011 article.


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