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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. To find out more, contact Vicky Casebourne directly, or fill in the enquiry form and a member of our team will be in touch:

Vicky Casebourne, Institutional Business Development Executive

Vicky joined Charles Stanley in 2011 with a Diploma in Investment Management, having graduated with a Masters from Durham University. Vicky is responsible for business development within the fiduciary management team, as well as assisting with ongoing client relationships.

[email protected]

020 3813 2691

From Twitter: @CS_Fiduciary

The government’s revised gilt issuance policy could be a costly mistake for pension funds. This is why..… https://t.co/1r0PkP7WdZ

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From Twitter: @CS_Fiduciary

Inflated expectations, the return of volatility and your invitation to our seminar with Ellison on May 4th.… https://t.co/65OWgJCmNA

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From Twitter: @CS_Fiduciary

Really looking forward to hearing from Robin Ellison at our next seminar on May 4th. All welcome.… https://t.co/btScsj2HQm

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Our industry experts

Bob Campion, Senior Portfolio Manager

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. He holds the IMC qualification, and has passed Level I and II of the CFA Program.

Christopher Aldous, Head of Asset Management

Christopher has been involved in investment management since joining Cazenove in 1981.  He has since been a Director of Barclays deZoete Wedd, an Executive Director of UBS and a Managing Director of Robertson Stephens, the US technology investment bank. He co-founded Absolute Fund Management in 2001, where he managed a fund of hedge funds and was Chief Executive Officer until 2007. He is a Chartered Fellow of the Securities Institute.

Pierre Micallef, Multi-Asset Portfolio Manager

Pierre is responsible for developing and implementing asset allocation views and ideas across the team, and is fund manager on Charles Stanley’s range of multi-asset OEIC funds. Prior to joining Charles Stanley, Pierre was a multi-asset investment strategist for National Grid UK Pension. Previously, he held roles at Newton Investment Management and Schroders. 

Jane Bransgrove, Head of Portfolio Management

Jane joined Charles Stanley as part of the original Pan Asset team, and has 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 and is an Associate member of the CFA Society of the UK and a Chartered Member of the Chartered Institute for Securities & Investment. 

Chris Ainscough, Portfolio Manager

Chris joined Charles Stanley in 2013. He holds a Masters degree in Mathematics from Oxford University and since joining Charles Stanley he has completed the Investment Management Certificate and passed all three levels of the CFA Program
. He co-manages Charles Stanley’s range of multi-asset OEIC fund as well as advising on a number of Charles Stanley’s segregated mandates and models. Chris is also an Associate member of the Chartered Institute for Securities and Investments.

Daniel Riddaway, Portfolio Manager

Daniel joined Charles Stanley in May 2015, having worked at Capita Employee Benefits as an Investment Analyst. He holds a first-class mathematics degree from Warwick University and supports all areas of the fiduciary service, in particular investment analysis and strategic modelling. He holds the IMC qualification, and has passed Level I and II of the CFA Program.

Jon Cunliffe, Chief Investment Officer

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.

Ross Brookes, Head of Collectives Research

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.

Lynn Hutchinson, Head of Passive Product Research

Lynn leads Charles Stanley Asset Management’s passive fund research programme.  Prior to Charles Stanley, Lynn joined Cantrade in 1992 which subsequently became Sarasin Chiswell, where she was responsible for the investment administration of pension funds, corporate, private client and charity portfolios, including reporting, dealing and  investment strategy implementation. She holds the IMC qualification.

Jeremy Spain, Fixed Income Analyst

Jeremy joined Charles Stanley in 2011 and has 30 years’ investment experience covering capital markets and fixed income derivatives. Prior to joining Charles Stanley, Jeremy held the position of Head of Bond Trading and Sales at Banco Popolare di Milano in London, having previously held a senior role running proprietary bond portfolios at J. Henry Schroder & Co.