Pension Trustees

Bob's Biography

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.

Contact Bob

• 020 7340 9291
• [email protected]
• London office

Preksha's Biography

Preksha supports all areas of the fiduciary management service, from pension portfolio strategy to monitoring asset allocation. Prior to joining Charles Stanley, Preksha worked at M&G Investments and T.Rowe Price where she specialised within Fixed Income. Preksha has a degree in Economics from the London School of Economics and has passed all three levels of the CFA programme.

Contact Preksha

• 0207 149 6980
• [email protected]
• London office

Contact Dan

• 0207 149 6621
• [email protected]
• London office

Ross's Biography

Ross Brookes joined Charles Stanley in September 2008 and was appointed Head of Collectives Research in October 2016. With a total of 20 years investment experience, he is a Chartered Fellow of the CISI and holds the CISI Masters in Wealth Management.

Contact Ross

• 0207 149 6538
• [email protected]
• London office

Scott's Biography

Scott joined Charles Stanley in January 2019 as the research team's strategist. Scott works with Jon Cunliffe on asset allocation design, in particular the Motorway and Autobahn model portfolios. He is responsible for producing cyclical & thematic macroeconomic and market research. Prior to Charles Stanley, Scott was a fixed interest fund manager in his native New Zealand. Scott is a CFA Charterholder.

Contact Scott

• 0207 149 6909
• [email protected]
• LinkedIn Profile
• London office