Past event

OnDemand Webinar: Strategic Asset Allocation Annual Review 2024

Watch our webinar where we look at what are the main themes that could emerge in 2024 and beyond.

7th Feb 2024 Online

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What we discuss

In this webinar, we look at what are the main themes that could emerge in 2024 and beyond, how they will impact the major asset classes and how different asset classes interact with each other. We also delve into what changes have we made to our Strategic Asset Allocation, and why it’s important to you and your clients.

Watch now

After another difficult year full of uncertainty, most investors will be looking forward to seeing growth on the horizon and the opportunities that come with it. As hopes of an economic recovery start to build, Head of Strategic Partnerships, Tom Hawkins takes a close look at our Strategic Asset Allocation with Multi-Asset Strategist, Benedict Tottman and our Portfolio Manager, Peter Brookes.

Watch our webinar now to hear our experts cover:

  • Key themes - opportunities within each asset class and portfolio positioning
  • Strategic Asset Allocation - review of the process, changes from last year and impact on portfolios”

Panellists

Tom Hawkins

Tom Hawkins

Head of Strategic Partnerships

Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SE region and he also spent 4 years as their Head of Marketing.

Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients.

Outside work Tom loves to ski in the winter, play golf when the sun is out and run around after his 4 sons.

Peter Brookes

Peter Brookes

Portfolio Manager

Peter joins us from a team within a prominent Private Wealth Management firm in Australia. He is a Portfolio Manager, has a Bachelor of Laws and Commerce from the University of Adelaide and is a CFA charterholder.

Benedict Tottman

Benedict Tottman

Multi Asset Strategist & Portfolio Manager

Benedict joined Charles Stanley in August 2021 as an investment strategist and is responsible for producing thematic macroeconomic and market research. Benedict works on asset allocation design and is a member of the Asset Allocation Committee and the Investment Strategy Forum. Before Charles Stanley, Benedict worked at River and Mercantile as an investment consultant. He has a first-class honours degree in Management from the London School of Economics and is a CFA Charter holder.

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