Past event

OnDemand: Quarterly MPS Webinar March 2023

Watch our March MPS webinar where we discuss the economic outlook and how this guides our portfolio strategy

13th Mar 2023 OnDemand

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Quarterly MPS Update

In each webinar we will discuss the economic outlook and how this guides our portfolio strategy .

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Key topics we explore each quarter:

  • A review of the last quarter and the outlook for the next quarter
  • The impact on portfolios
  • The changes we are putting in place to position the portfolios

You will also have the opportunity to ask questions to our speakers and take part in polls throughout the webinar. 

Speakers

Dan James

Dan James

Head of Asset Management

Dan joined Charles Stanley in 2020 as the Head of Asset Management. He is responsible for the central investment process and chairs the Investment Strategy Forum. He also chairs the Responsible Investment Committee at Charles Stanley. Previously Dan lead the Fixed Income business globally at Aviva investors and prior to that he was the CIO Absolute Return and Global Aggregate at BNP Asset Management and CIO Fixed Income at ABN AMRO.

Chris Ainscough

Chris Ainscough

Director of Asset Management

Chris is a Director of Asset Management, having joined Charles Stanley in April 2014. He is responsible for Charles Stanley's range of open-ended UCITS investment funds as well as the Charles Stanley Blended MPS suite. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University.

Oliver Faizallah

Oliver Faizallah

Head of Fixed Income Research

Oliver has over 10 years of experience in research and investment roles, with a focus on fixed income and credit. He was a fixed income analyst at Mitsubishi UFJ Trust and Banking Corporation, before working as a credit research analyst at Fitch Ratings and then as a credit portfolio manager at a UK public pension fund. Prior to joining Charles Stanley, he worked in the fixed income team at St. James’s Place Wealth Management. He holds a degree in Economics from the University of Manchester and has passed all three levels of the CFA programme.

Peter Brooks

Peter Brooks

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.

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Past Event
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