Above page content

    Site map  Cookie policy

Contact the Fiduciary Team


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 3813 2771

 

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.

 

Our industry experts


Bob Campion, CFA

Senior Portfolio Manager

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, CFA

Portfolio Manager

020 7149 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.


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.


Jon Cunliffe

Chief Investment Officer

020 7149 6253

More about Jon

Jon joined Charles Stanley in January 2016 and is the Chief Investment Officer of the Asset Management Division 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.


Chris Ainscough, CFA

Director of Asset Management

020 7149 6736

More about Chris

Chris is a Senior Portfolio Manager and Director of Asset Management, after joining 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.


Adam Carruthers

Analyst

020 7149 6871

More about Adam

Adam joined Charles Stanley in 2016. He is responsible for the selection of best-in-class managers across all asset classes for inclusion in Charles Stanley’s multi-asset 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.


Jane Bransgrove

Director of Asset Management

020 7340 9282

More about Jane

Jane is a Director of Asset Management, with responsibility for the team that runs Asset Management’s range of investment products and services. She has been an investment manager for over 20 years, is an Associate member of the CFA Society of the UK and a Chartered Member of the Chartered Institute for Securities & Investment.


Ben Johnson

Collectives Analyst

020 7149 6626

More about Ben

Ben moved into Charles Stanley’s Collectives Research Team in October 2016 as an Analyst, having initially joined the company in January 2016 as an Investment Writer with a specific focus on funds and investment trusts. He previously worked for Invesco Perpetual and Succession Group. Ben graduated in 2013 from the University of Southampton with a degree in Politics and International Relations, and has passed all three levels of the CFA Program.


Nigel Humphrey

Senior Portfolio Manager

020 7149 6773

More about Nigel

Nigel joined Charles Stanley in March 2009 and has 28 years’ of investment experience, having also worked as a Senior Private Banker at SG Hambros Bank and Coutts. He is a Chartered Fellow of the Securities Institute, an Associate of the Chartered Institute of Bankers and holds the Dip PFS, CeMap qualifications.


John Redwood

Chief Global Strategist

More about John

John Redwood has over 40 years’ investment experience, having held senior investment roles at Robert Fleming and NM Rothschild in the 1970s and 1980s. More recently he has been a Pension trustee, Investment Committee member for an Oxford College, Chairman of an investment company and a non-executive Director of a hedge fund and an Investment Trust. An early advocate of tracker funds, he has written extensively on economics and investment, with published books on the global market, private finance, the Euro and the 2008 crash. He holds the CISI Level 6 qualification, the Investment Management Certificate, and is a Distinguished fellow of All Souls College Oxford.


Morgan Bocchietti

Analyst

020 7149 6381

More about Morgan

Morgan joined Charles Stanley in January 2017, having graduated with a bachelor’s degree in Finance from EDHEC Business School in France and a Master of Science in Investment Management from Cass Business School in London. Prior to joining Charles Stanley, Morgan worked at Credit Suisse within the discretionary multi-asset team. He has passed Level I and Level II of the CFA Program, and is currently a Level III candidate.


Scott Gardner, CFA

Investment Strategy Analyst

020 7149 6909

More about Scott

Scott joined Charles Stanley in January 2019 to work on asset allocation strategy and provide advice on Charles Stanley’s range of investment products. Prior to joining Charles Stanley, Scott worked as a Fixed Interest Portfolio Manager in New Zealand for two and half years and has a strong background in asset allocation. He holds a Master’s degree in Financial Economics and is a CFA Charterholder.


Pippa Lyons, CFA

Portfolio Analyst

020 7149 6132

More about Pippa

Pippa joined Charles Stanley in February 2014, having graduated from the University of Birmingham with a degree in International Studies with Economics. She holds the Investment Management Certificate and is a CFA Charterholder.


Jeremy Spain

Fund Manager & Fixed Income Analyst

020 7149 6598

More about Jeremy

Jeremy joined Charles Stanley in March 2011. He sits on Charles Stanley’s Investment Strategy Committee and is responsible for distributing fixed income research as well as co-managing the fixed income allocation of the Asset Management Division’s open-ended investment funds. Jeremy 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. Jeremy holds a Certified Diploma in Accounting & Finance from the Chartered Association of Certified Accountants and a City Law Diploma.


Hedley Lovegrove

Associate Portfolio Manager

020 7149 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.


Tina Cook

Head of Equity Research

020 7149 6511

More about Tina

Tina is Charles Stanley’s Head of Equity Research. In the 2011 Financial Times/StarMine Awards for Europe, she was rated the number one stock picker for the utilities industry. Prior to joining Charles Stanley in 2008, she worked as a lead analyst at research firm Hardman & Co. Tina holds a DPhil in Psychology from Oxford University and an MSc in International Securities, Investment and Banking from the ICMA Centre. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and achieved Chartered Wealth Manager status in 2013.


Ross Brookes

Head of Collective Research

020 7149 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.


Benjamin Kelly

Associate Analyst

020 7149 6548

More about Benjamin

Ben joined Charles Stanley in 2019, sitting within the Equity Research team as an Associate Analyst. He has completed the Investment Management Certificate, has passed Level I of the CFA Program, and is a Chartered member of the Chartered Institute for Securities and Investments. Prior to joining Charles Stanley, Ben worked at Aviva Investors, Barings Asset Management and Thesis Asset Management.


Lynn Hutchinson

Senior Analyst

020 7340 9283

More about Lynn

Lynn joined Charles Stanley following the acquisition of Evercore Pan Asset in 2013. She analyses passive funds - both index funds and exchange traded funds to be included on the Charles Stanley Preferred and Covered passive fund lists. She holds the Investment Management Certificate and has over 25 years' investment experience.


Arthur Castle

Asset Allocation Analyst

020 7149 6532

More about Arthur

Arthur joined Charles Stanley on the graduate programme in October 2017, spending several months experiencing different departments within the business before joining Asset Management on a permanent basis. Arthur has a degree in Government and Economics from the London School of Economics, holds the Investment Advice Diploma and has passed Level I of the CFA Program.


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.


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.


Julie Haynes

Client Operations Associate

020 7149 6541

More about Julie

Julie joined Charles Stanley in June 2014, working in the Client Data department before joining the Asset Management Department in July 2018. Julie has over 30 years’ experience in financial services, having previously worked at HSBC for 26 years in roles covering global custody, cash management and investment banking.

From Twitter: @CS_Fiduciary

Looking forward to hosting our next breakfast briefing on November 21st... https://t.co/WVLg8mvyQ3

( Follow )

From Twitter: @CS_Fiduciary

Smaller DB schemes continue to dominate the market for Fiduciary Management services.. https://t.co/3Cf9d2SzpR

( Follow )