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

Daniel's Biography

Daniel joined Charles Stanley in 2015. He supports all areas of the fiduciary management service, with particular focus on strategic modelling and portfolio construction. Prior to joining Charles Stanley, Daniel worked at Capita Employee Benefits as an Investment Analyst. Daniel is a CFA Charterholder, holds the Investment Management Certificate, and has a first-class honours degree in Mathematics from the University of Warwick.

Contact Daniel

• 020 7149 6307
• [email protected]
• LinkedIn Profile
• London office

Contact Preksha

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