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Contact the Fiduciary Team

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A bespoke investment strategy – managed by us and controlled by you.

  • Take control of your investment strategy and meet your pension scheme’s objectives.
  • Delegate the day-to-day implementation of your strategy to professionals.
  • Dynamic portfolio management means we can react quickly to changing market conditions.
  • We independently research all available funds to ensure we select best-in-class.
  • Benefit from hands-on training and a genuinely personal service.
  • We offer you one ‘all-in’ fee with no additional or hidden charges.

If you would like to find out more about Charles Stanley’s Fiduciary Management service, we are happy to provide a free, no-obligation risk assessment of your pension scheme’s current investments and liabilities. 

If you are interested in finding out more, contact us today to discuss how we can help you.

020 3733 1522

Our industry experts

30+ investment experts, with over 100 people in technical support

Bob Campion

Head of Fiduciary Management

020 7340 9291

More about Bob

Bob is responsible for leading Charles Stanley’s Fiduciary Management service. Bob has worked with trustees and their advisers for more than a decade, and spent six years as a member-nominated trustee for a medium-sized DB pension scheme. Bob is a CFA Charterholder, holds the Investment Management Certificate, and has a degree in Philosophy from the University of Warwick.

Daniel Riddaway

Portfolio Manager

0207 149 6307

More about Daniel

Daniel is a portfolio manager within Charles Stanley’s Fiduciary Management Team, having joined Charles Stanley in May 2015. He supports all areas of the fiduciary management service, with particular focus on strategic modelling and portfolio construction. Prior to joining Charles Stanley, Daniel worked at Capita Employee Benefits as an Investment Analyst. Daniel is a CFA Charterholder, holds the Investment Management Certificate, and has a first-class honours degree in Mathematics from the University of Warwick.

Jon Cunliffe

Chief Investment Officer

020 7149 6253

More about Jon

Jon joined Charles Stanley in January 2016 and is the Chief Investment Officer and Head of the firm’s Research Team. Jon began his career at the Bank of England, becoming an Official in the Gilt Edged and Money Market Division in 1994. He subsequently held a number of senior fixed income roles at Lombard Odier, ABN AMRO Asset Management and Aberdeen Asset Management, before joining Tesco’s in house pension team as Head of Fixed Income and Asset Allocation. Jon holds a BA (Hons) in Divinity from Robinson College Cambridge

Ross Brookes

Head of Fund Research

0207 149 6538

More about Ross

Ross joined Charles Stanley in September 2008 and was appointed Head of Collectives Research in October 2016. He holds the Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management, the Investment Management Certificate (IMC) and has a total of 15 years’ investment experience.

John Redwood

Chief Global Strategist

0207 149 6121

More about John

John Redwood has been an investment Director and Head of Investment research, the Chairman of a couple of global international industrial companies, a Non Executive Director of an Investment Trust and an active value investment fund, and a co- founder of an investment company that pioneered dynamic asset allocation investing through index tracking funds. He is now part time Chief Global Strategist of Charles Stanley, running a demonstrator fund and writing about it in the FT and providing regular commentary on China, the USA and the EU economies and markets.

Sarah Wise

Associate - Portfolio Management Support

020 7149 6113

More about Sarah

Sarah joined Charles Stanley in the October 2018, having previously worked at AJ Bell Securities. Sarah's primary focus is on client support services and operations for fiduciary management clients. She holds a LLB Law degree and has over 3 years' experience in the industry.

Lynn Hutchinson

Senior Collectives Analyst (Passives)

020 7149 6130

More about Lynn

Lynn started working in the City in 1992. Since joining Charles Stanley in 2013, following the acquisition of Evercore Pan Asset, she has led the passive fund research programme and is responsible for selecting both index and exchange traded funds onto the firm’s preferred and covered fund lists. Lynn began selecting index tracking products for portfolio inclusion in 2008 when she joined a new start-up company Pan-Asset. Prior to this she was a member of the dealing and investment strategy implementation team at Sarasin. She holds the Investment Management Certificate.

Scott Gardner

Analyst - Investment Strategy

More about Scott

Scott Gardner CFA, joined Charles Stanley in January 2019 as an investment strategist and is responsible for producing thematic macroeconomic cycle and market research. Scott works closely with Jon Cunliffe on asset allocation design and management of Research's model portfolios. Before Charles Stanley, Scott was a fixed interest portfolio manager for Trustees Executors in his native New Zealand.

Chris Ainscough

Director of Asset Management

0207 149 6736

More about Chris

Chris is a Director of Asset Management, having joined Charles Stanley in April 2014. He is responsible for Charles Stanley’s range of open-ended UCITs investment funds, and advises on a number of Charles Stanley’s segregated mandates and models. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University.

Jane Bransgrove

Director of Asset Management

020 7149 6124

More about Jane

Jane Bransgrove joined Charles Stanley in 2013 when the company acquired Pan-Asset Capital Management. She previously worked at Sarasin Chiswell (formerly Cantrade), having studied at Loughborough University reading Accounting and Financial Management. Jane looks after private clients, charities and trusts and manages model portfolios for financial advisers, specialising in active asset allocation combined with passive implementation. She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment.

Adam Carruthers

Collectives Analyst

020 7739 8200

More about Adam

Adam Carruthers is Collectives Analyst at Charles Stanley. He is responsible for the selection of best-in-class managers across all asset classes for inclusion in Charles Stanley’s multi-asset class portfolios and in the company’s collectives Preferred List. He was previously a Fund Manager with Barclays Wealth and Investment Management, responsible for the day to day management of a suite of UCITS multi-manager vehicles across multiple domiciles. Adam graduated with a Masters degree in Economics from Heriot Watt University, Edinburgh, and holds the Chartered Wealth Manager designation from the Chartered Institute of Securities and Investment.

Ben Johnson

Collectives Analyst

More about Ben

Ben joined Charles Stanley in 2016, initially as an Investment Writer before moving into the Collectives Research Team later that year. He is jointly responsible for the selection of best-in-class managers across all asset classes for inclusion on Charles Stanley’s collectives Preferred List. Ben graduated from the University of Southampton in 2013 and has previously worked at Invesco and Succession Group. He passed all three levels of the CFA Program at the first attempt.

Nigel Humphrey

Senior Portfolio Manager

0207 149 6773

More about Nigel

Nigel Humphrey joined Charles Stanley in March 2009 and has nearly 30 years of investment experience, having also worked as a Senior Private Banker for 15 years at Coutts & Co, and SG Hambros Bank for 2 years. He is a Chartered Fellow of the Securities Institute, an Associate of the Chartered Institute of Bankers and holds the Dip PFS, and CeMap qualifications. He is primarily responsible for managing our Multi Manager Portfolios, and also looks after private clients, charities and trusts on a Discretionary and Advised basis.

Jeremy Spain

Analyst (Fixed Income) & Portfolio Manager

0207 149 6598

More about Jeremy

Jeremy joined Charles Stanley in March 2011 and has almost thirty years’ experience in capital markets, specialising in fixed income and credit analysis for some of the City of London’s highest rated firms in both physical and derivative securities. He sits on Charles Stanley’s Investment Strategy Committee and co-manages the fixed income allocation of the Asset Management Division’s open-ended investment funds.

Hedley Lovegrove

Associate Portfolio Manager

0207 149 6471

More about Hedley

Hedley joined Charles Stanley Asset Management as an Associate Portfolio Manager in November 2018, after graduating from Sheffield Hallam University with a first-class honours degree in International Finance and Investment and completing a placement year within Charles Stanley’s Birmingham branch. He holds the Investment Advice Diploma and is a CFA Level 2 candidate.

Tina Cook

Head of UK Equity Strategy Committee

0207 149 6511

More about Tina

Tina Cook joined Charles Stanley in 2008, having previously worked at boutique equity research firm Hardman & Co. Tina heads the UK Equity Strategy Committee. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and achieved Chartered Wealth Manager status in 2013. In the 2011 Financial Times/StarMine Awards for Europe, she was rated the number one stock picker for the utilities sector. Tina holds a DPhil in Psychology from Oxford University and an MSc in International Securities, Investment and Banking from the ICMA Centre.

Ben Kelly

Equity Research Associate

0207 149 6548

More about Ben

Ben joined Charles Stanley in January 2019. He sits within the Equity research team as an Associate Analyst and is responsible for the selection of UK Equities for Charles Stanley's internal mandates. He has completed the Investment Management Certificate and has passed level one of the CFA Program. Ben is also a Chartered member of the Chartered Institute for Securities and Investments. He started his career in 2013 as a research assistant at Thesis Asset Management and has also previously worked at Aviva Investors and Baring Asset Management.

Conrad Amos

Senior Client Operations Associate

020 7149 6579

More about Conrad

Conrad joined Charles Stanley Asset Management in January 2019 as a Senior Client Operations Associate. Conrad has over 7 years’ experience in the industry having previously worked at Fidelity.

Arthur Castle

Asset Allocation Analyst

0207 149 6532

More about Arthur

Arthur joined Charles Stanley on the graduate programme in October 2017. After spending several months experiencing different departments within the business, he joined the internal research team permanently as an analyst. Arthur has a degree from the London School of Economics, holds the Investment Advice Diploma and is currently working towards the CFA qualification.

Stuart Foster

Middle Office Supervisor

020 7149 6577

More about Stuart

Stuart joined Charles Stanley Asset Management in July 2018 to manage the Portfolio Management Support Team – the team responsible for the operational, client support and reporting requirements of the division. Stuart has over 20 years’ experience in the investment industry, holding a number of middle and back office support roles at firms including Ruffer and Seven Investment Management.

Peter Brookes

Associate Portfolio Manager