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Patrick Farrell appointed as CIO

We are delighted to have appointed Patrick Farrell as Head of Research and Chief Investment Officer (CIO).

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We are pleased to announce that we have appointed Patrick Farrell as Head of Research and Chief Investment Officer (CIO) at Charles Stanley.

Patrick brings with him unrivalled experience, with over 30 years in investment management roles at some of Australia’s largest companies. He was CIO for the Suncorp Group, the largest general insurance group in Australia, as well as BT Financial Group, the wealth and asset management arm of Westpac, one of Australia’s ‘big four’ banks.

Patrick will chair the Investment Committee and further develop the framework for the investment strategy and processes, as well as the Responsible Investing and ESG offering at Charles Stanley. He will lead engagement between Charles Stanley investment staff and the central Research team to provide the internal investment network with investment ideas and implementation strategies that reflect the house view on key elements, such as asset allocation, in order to improve risk-adjusted returns for client portfolios.

Patrick will work closely with the Asset Management team, led by Dan James, in a collaborative asset allocation process. He joins the team in January and will be based in London, reporting directly to Paul Abberley, CEO.

I am delighted to welcome Patrick to the team. He is an industry heavyweight, with an excellent track-record in delivering results, both in terms of investment performance, with consistent first quartile positioning relative to peers, as well as business growth. Patrick’s appointment combined with a collaborative house model provides our clients with a world-class investment platform based on in-depth research and rigorous process, that will ultimately deliver strong investment performance.

Paul Abberley, CEO at Charles Stanley

I am delighted to be joining a team of exceptionally knowledgeable investment specialists to help drive the investment strategy at Charles Stanley. My focus will be on bespoke research that helps identify investment opportunities as well as potential downside risks that seek to further enhance the benefits in portfolio construction that can help deliver strong risk-adjusted returns for our client portfolios.

Patrick Farrell, appointed Head of Research and CIO

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Patrick Farrell appointed as CIO

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