CEO Passes the Baton
After a decade at the helm, Dr. Adrian Banner is transitioning his CEO responsibilities to a new CEO for Intech’s next stage of growth. Adrian continues his role as Chief Investment Officer, dedicating his focus to portfolio management and research. Dr. Jose Marques, former Head of Trading at Bridgewater and, most recently, CEO of Entrypoint Capital, is Intech’s new CEO and joins Adrian as a member of Intech's Board of Directors.
Intech has advanced considerably under Adrian’s leadership, including a more prominent global client base, market penetration in defensive equity solutions, and a resolute commitment to sustainable investing. Adrian now passes the CEO baton to Jose for Intech’s next stage of growth.
Proven New Leadership
Jose is a 30-year industry veteran on both the buy- and sell-side. He has extensive experience providing and managing strategic direction for companies on a global basis. An engaged and hands-on manager, Jose offers a high level of business acumen with a relentless focus on client needs. He is a proven leader and effective CEO with deep quantitative investing experience.
“I’m excited to join a firm with Intech’s history and reputation for client service. With a solid foundation in place, I’m looking forward to making the most of Intech’s culture and talent to grow and expand the business.”
Jose Marques, PhD
Chief Executive Officer and Executive Director
“Dr. Marques is a proven leader and effective CEO, with more than 30 years of experience leading thoughtful and systematic transformations. He is unquestionably the right choice to lead Intech into a bright new future. I look forward to partnering with him.”
Adrian Banner, PhD
Chief Investment Officer and Executive Director
Intech’s management buyout starts a new chapter in our firm’s history. As a private, fully independent company, Intech can focus on our core mission: to provide clients with the highest quality investment strategies within an exemplary ethical organization, while fostering a friendly and rewarding environment for employees. And, with our colleagues invested alongside our clients, we are genuinely in this together.
Questions & Answers
Will this affect your investment process?
No. The management buyout will have no impact on how we manage client assets. Intech will continue the evolution of the investment approach established by our founder in 1987.
What are the terms of the deal?
The terms of the deal are not disclosed.
When did the deal close?
The transaction closed on March 31, 2022.
Who are the new owners? Largest shareholders?
Intech's founder, employees, and board members will own 100% of Intech. Jose Marques and Adrian Banner will be the firm’s largest shareholders.
Why did Intech and Janus Henderson agree to this management buyout?
Intech and Janus Henderson believe the management buyout unlocks greater potential for both firms, as we focus on our respective value propositions: Intech on delivering superior quantitative investment solutions to institutional investors, and Janus Henderson on providing active, fundamental investing.
Does Dr. Adrian Banner support these changes?
Yes. Adrian is a proponent of these changes. He played an integral role in identifying and vetting the new CEO, structuring the new ownership terms, and apportioning board representation. Adrian believes the infusion of talent at the CEO and board levels, combined with the ownership change, will be beneficial for Intech’s clients and the company’s future.
Will there be any other management changes?
No. There are no additional management changes because of this transaction.
Has my primary contact changed?
There is no immediate change to your primary contact. Please continue to engage with Intech or Janus Henderson as usual, speaking with the same client contacts.
Who do I contact with additional questions?
Please reach out to your primary contact or one of the individuals below.