Event

2025 Strategic Asset Allocation Webinar

13th Feb 2025 11:00 am Online

Event overview

In this webinar, we look at what are the main themes that could emerge in 2025 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.

Register now

Central banks seemed successful in engineering a soft landing in 2024. Risk assets performed well, particularly the US led by the “magnificent seven” tech companies. But rising government debt levels have rocked bond markets. How does that translate into investment opportunities in 2025?

As hopes of an economic recovery start to build, Head of Intermediary Sales & Strategic Partnerships (South), Tom Hawkins will take a close look at our Strategic Asset Allocation (SAA) with Director of Asset Management, Chris Ainscough and Multi-Asset Strategist and Portfolio Manager, Benedict Tottman.

Join our engaging and interactive session as our experts cover:

Key investment themes - opportunities within each asset class

Our SAA - review of the process, changes from last year and the impact on portfolios

Our experts will also answer attendees’ market-related questions in our Q&A, although please note they cannot provide individual financial advice.

Panellists

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.

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.

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.

Find a suitable investment service for your client

Choose from our wide range of investment solutions to suit your client's investment objective and risk appetite.

Working with Financial Advisers

Discretionary Services

For your clients who have more specific requirements for their investments we have a range of Discretionary Services.

Find out more

1 of 3

Working with Financial Advisers

Managed Portfolio Services

For your clients who are looking for high quality active, passive or blended portfolios with a defined level of risk.

Find out more

2 of 3

Working with Financial Advisers

Charles Stanley Funds

For your clients who are looking to invest directly through an Open Ended Investment Company (OEIC), seeking seeking a broad-based investment approach with a defined level of risk.

Multi-asset funds
Monthly High Income
Equity

Find out more

3 of 3