Pension Trustees

Dan's Biography

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.

Contact Dan

• 0207 149 6621
• dan.james@charles-stanley.co.uk
• London office

Benedict's Biography

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.

Contact Benedict

• 0207 149 6431
• benedict.tottman@charles-stanley.co.uk
• London office

Rebekah's Biography

Rebekah joined Charles Stanley Fiduciary Management in April 2022 as Consultant Relations Director, focussing on business development alongside Bob Campion. Rebekah joins from SEI, where she was also Consultant Relations Director. Prior to that, Rebekah spent 10 years on the Consultant Relations Team at BlackRock. Rebekah has a Business Economics degree from London Metropolitan University, and holds the Investment Management Certificate.

Contact Rebekah

• 02071496922
• rebekah.bennett@charles-stanley.co.uk
• London office

Barnaby's Biography

Barnaby has been working in pensions and investment for 15 years, starting as an investment consultant before switching to fiduciary management. Throughout his career he has advised pension scheme trustees and charities on all aspects of investment including journey planning, risk management, and end-game strategy. He currently manages portfolios for DB pension schemes with a range of long-term objectives. Barnaby qualified as a Fellow of the Institute & Faculty of Actuaries in 2014 and holds masters degrees in finance and economics.

Contact Barnaby

• 020 7149 6187
• barnaby.low@charles-stanley.co.uk
• London office