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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 fill in the enquiry form and a member of our team will be in touch

020 3813 2691

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Really good (and short!) summary of the changes needed to a Statement of Investment Principles by October 1st.. https://t.co/nOQ2NYc3mK

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Our industry experts



Bob Campion, CFA
Senior Portfolio Manager and Head of Fiduciary Management


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.


Sarah Wise
Client Operations Associate

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. 

 

Chris Ainscough, CFA
Director of Asset Management


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.


Jane Bransgrove
Director of Asset Management


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.
 

Nigel Humphrey
Senior Portfolio Manager

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.

 

Morgan Bocchietti
Analyst

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.
 

Pippa Lyons, CFA
Associate Portfolio Manager

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.
 

Hedley Lovegrove
Associate Portfolio Manager

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.

 

Ross Brookes
Head of Fund 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
Senior Analyst


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. 


Daniel Riddaway, CFA
Portfolio Manager

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

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.

Adam Carruthers
Collectives Analyst

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.

 

 

Ben Johnson
 
Collectives Analyst

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.

 

John Redwood
Chief Global Strategist

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.
 

Scott Gardner, CFA
Asset Allocation Analyst

Scott joined Charles Stanley in January 2019 to work on asset allocation strategy and provide advice on a 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.
 

Jeremy Spain
Fund Manager & Fixed Income Analyst


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.
 

Tina Cook
Head of Equity Research

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.

 

Benjamin Kelly
Equity Research Associate

Ben joined Charles Stanley in 2019, sitting within the Equity Research team as a 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 Institue for Securities and Investments. Prior to joining Charles Stanley, Ben worked at Aviva Investors, Barings Asset Management and Thesis Asset Management. 

Arthur Castle 
 

Investment Strategy Analyst

Arthur joined Charles Stanley on  the grade 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

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

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

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.