Phill has been actively managing a range of clients portfolios for over 25 years and offers a bespoke management service for private clients, trusts, personal pensions, and company account. She is a member of the CFA Institute and the CFA Society of Baltimore. He was previously a Director at Kleinwort Benson, before which he worked at Schroders. Past performance is not a reliable guide to future returns. We also may disclose such information to unaffiliated third parties who are service providers to you or to the Funds, such as broker-dealers, transfer agents, custodians, or our mail processing firm. Contact. Katie looks after private clients, charities and trusts, and has completed the Chartered Wealth Manager qualification gaining the highest mark in the country for one of the papers. He is responsible for the day-to-day management of Discretionary investment portfolios held within the Birmingham office. While we utilize extensive quantitative analysis, common sense and good judgment are also key components of our selection process. Simon specialises in providing financial and wealth structuring advice to high net worth individuals, their families, trusts and businesses. Mark lives with his wife Francesca in the village of Matfield just outside Tunbridge Wells and enjoys fly fishing, skiing, playing backgammon and walking the dogs at weekends. Mr. Yanagi received a Bachelor of Arts in Economics from Rutgers College and an MBA from Columbia Business School. In addition to the strategies listed below, we offer a complete array of services including index replication strategies and liability-driven investing. Contact. Prior to this, Brian served as the firms Director of Investment Systems and Operations. Branch Manager/ Senior Investment Manager. She joined Charles Stanley in 2004 where she creates bespoke discretionary portfolios for private individuals, trusts, pensions and charities. Prior to joining the DigitalBridge business in 2010, Mr. Chang was a Partner with TPG Capital, an international private equity investment firm that he joined in 1993. in Philosophy, Politics, and the Public at Xavier University, and her M.B.A from Mt. "Implications of the New Fannie Mae and Freddie Mac Risk-Based Capital Standard" (March).Fannie Mae Papers 1, no. His primary responsibility is as an Equity Research Analyst covering the following industries: energy and materials. During this time Mark helped steer his clients through the TMT or Dotcom 'bubble' of the late 1990s, and more recently the Financial Crisis of 2007/08. Scott entered the Financial Services Industry in 1992. John is a Fellow of the Chartered Securities Institute and holds the Securities Institute Diploma. The focus at Charles Stanley will be to develop financial adviser relationships across the North of England working closely with the Investment Managers in the Leeds and Manchester offices. will not be made available to such retail customers. He graduated from the U.S. Military Academy at West Point and holds a B.S. She enjoys rock climbing, hiking, running, and traveling. Manjari Govada, CFA, is a Principal at DigitalBridge Investment Management. Peter Mallon is an excellent Senior Associate, very thorough and with great client communication skills, he is undoubtedly a future star. We believe that bond portfolios should be sufficiently diversified across a broad spectrum of sectors and that individual position sizes in the portfolio should be calibrated to their potential degree of risk. She currently serves on the board of the Spannocchia Foundation and enjoys traveling, hiking, and skiing. Specialising in clients with founder holdings, working closely with the company and the family to ensure that portfolio risk is managed appropriately. Prior to ING, Chris was an Analyst at Goldman Sachs in the Investment Management Division and a CPA at PriceWaterhouseCoopers in the Communications and Technology practice. Outside of work, James is a keen sportsman, particularly enjoying squash, tennis and golf, although due to his three children, opportunities to play are increasingly few and far between. Outside of the office his interests include cycling, golf and skiing as well as the arts and travel. She has very ably supported William Shaw and others throughout her time at Charles Stanley and we are delighted that she has continued with us beyond her thirteenth year of employment. She has over 30 years' experience in tax, financial planning and private banking. Highly versatile partner John Rifeis recognised for his experience handling both primary fundraisings and secondary transactions. 410-454-5713 Stephen joined Charles Stanley in 2005 having previously worked at Scott Goff Hancock, Teather and Greenwood and Dryden Wealth management. Business Development Manager (South East). She has worked in the industry for many years, including a long spell in London as head of client services for a major investment house, before moving back to Yorkshire and joining Myddleton Croft in 2006 where she worked until its acquisition by Charles Stanley. Join our team of experts at DigitalBridge. It also has a specialism in litigation finance funds. in Economics and Political Science from the University of Delaware and obtained a masters degree in Financial Economics from Fairleigh Dickinson University. She enjoys getting to know clients and helping them with any queries. Ian graduated with a BSc (Hons) in agriculture in 1982. He has more than 15 years of experience in the financial services industry, focused on equity analysis and managing portfolios for individuals, families, foundations, endowments and institutional clients. He is an Associate of the Chartered Institute for Securities & Investments and our First Aid Officer. Nick has been nominated for COLWM awards for the past 2 years and was also named in the City Wire 'Top 30 under 30' in 2015. With the ever-increasing blurring between asset classes, we expect to deliver return and volatility characteristics in keeping with the spirit of bond expectations. [citation needed], Orszag was director of the Congressional Budget Office from January 2007 to November 2008. Prior to joining Charles Stanley, he spent four years as an Investment Analyst at a boutique investment firm. His role at Aviva was widespread, dealing in all areas of pensions and investments as well as shaping IFA businesses and providing technical support. Payden & Rygel has developed a Business Continuity Plan to ensure that all critical functions continue in the event of a disruption in normal operations. He is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society of Baltimore. Very efficient and pragmatic with strong business oriented approach. Jane Bransgrove joined Charles Stanley in 2013 when the company acquired Pan-Asset Capital Management. He joined Charles Stanley in 2020 as the next step in his career, providing essential paraplanning support to Financial Planning Director, Paul Barratt. He has just finished his final exams to become a qualified Wealth Manager and at some stage he would like to take the third and final CFA exam. Eric entered the Financial Services industry in 2013. Previously, Mr. Oliveira served as Director of Audit for Siemens, where he was responsible for operational audits in North America and abroad. Jonathan has over 30 years experience in financial services having started at Prudential. The firm prides itself on its risk controls and risk discipline. He started his investment career with Brewin Dolphin, where he spent 11 years. The Core Bond strategy exploits opportunities across maturities and sectors in the investment grade universe. Christopher Goodand Alex Amosare also key partners in the team; Good focuses on PE funds, while Amos work predominantly involves credit and real estate. After graduating from Phillips Exeter Academy with high honors (1987), Orszag earned an A.B. Will is a Director of Private Clients and has been with Charles Stanley for over 20 years. He has more than 16 years of investment management experience working with individuals, families, foundations, and institutional clients. She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment. Michael is a Senior Advisor of 1919 Investment Counsel, LLC. His legal drafting is also among the most articulate and clear Ive seen from transactional lawyers. He prides himself on the high level of service he provides to clients and their advisors to meet their individual needs. Prior to Ridgewood Infrastructure, Mr. Hart was an investment professional at IFM Investors, one of the largest infrastructure investors globally. Prior to this Jamie was providing support in business banking for Royal Bank of Scotland after studying ILEX Legal Secretary at Havering college. Janet's great passions are classic cars, antique jewellery and music. He took over the responsibility of the Manchester branch and was appointed as Director of Private Clients in the North of the country in October 2018. She initially worked with Paul Robinson but following Paul's retirement in April 2017 joined with William Shaw and Will Le Blanc-Smith. The intermediate maturities along the yield curve provide a large portion of the return of longer securities with a fraction of the price volatility. Ottawa announces almost $15 million for six Toronto tech firms. Mr. Yohannan received a Bachelor of Science, magna cum laude, in Finance and Economics from the Stern School of Business at NYU and an MBA from the Stanford Graduate School of Business with a Public Management & Social Innovation Certificate. He is an industry leader with success in cultivating, guiding, and closing complex network co-location, peering and network cost reduction focused negotiations. During his 6-year tenor, Mr. Sidhu grew edotcos tower count and key financial metrics four-fold and expanded its operations from 3 to 8 countries. I appreciate his client oriented approach and his teams general availability to support us on multiple deals at the same time., Chris Elson stands out with his calm demeanor, balanced views, network, and work ethic., A team with great strength and depth. Alison is a Managing Director at 1919 Investment Counsel, LLC and the Head of Social Research. He is a CFA Charterholder and a member of the CFA institute and the CFA Society of Philadelphia. Addleshaw Goddard's 'very personable, client focused team'has a focus on mid-market and emerging GPs. Steve is a Managing Director at 1919 Investment Counsel, LLC and the Director of Equity Research. Good depth of bench., Ian Warner and Oliver Crowley are all technically very able but pragmatic and solution oriented., The team are well resourced with individuals with a significant amount of relevant and up-to-date market experience and always provide commercially focussed advice., Oliver Crowley and Ian Warner are always happy to work with me and think outside what the norm may me, and see if there is genuinely a solution to my somewhat quirky requests., Client focused, responsive, structured billing arrangements, good at keeping clients informed of regulatory developments, Nice people, responsive, friendly. In her spare time, Erika enjoys exploring the Napa Valley with family and friends in search of the next best fruit of the vine. Simon is a Chartered Financial Planner and has a BA (Hons) from the University of Nottingham. 205-414-3338 Under his leadership, Equinix grew from $2 billion to $34 billion in market value, while revenue increased from $400 million to $4.4 billion. Elliot has a BSc (Hons) in Business Management & Marketing. She recently was appointed to a 3-year term on the National Council on White House History. They have an enviable market position advising all of the large PE funds which means their industry knowledge is second to none., Dan Lloyd is really starting to the step out of the shadows of some of the big names and personalities in the STB team. November 4, 2022, Natalie Trevithick, Director, discusses the opportunities in fixed income with Bloomberg.November 2, 2022. The 20232027 investment plan was presented to the president's climate. Graeme is planning lead, and works by understanding the goals and priorities each individual has, what motivations and views they have around money, and then distilling those priorities into a plan of action. Hugh is a Trustee of the Perivoli Foundation and Jos Cervical Cancer Trust and a Director of S.W. During his 13 years with MIP, Mr. Yanagi led a number of investments in sectors including telecommunications, energy and transportation. National Security Advisor, Chief of Staff, Deputy White House Communications Director, Public Engagement and Intergovernmental Affairs, Director, White House Information Technology, Assistant to the Vice President for Intergovernmental Affairs and Public Liaison, Assistant to the Vice President and Director of Communications, Deputy Chief of Staff to the Vice President, Deputy National Security Adviser to the Vice President, Residence Manager and Social Secretary for the Vice President and Second Lady, National Security Adviser to the Vice President, Director of Administration for the Office of the Vice President, Domestic Policy Adviser to the Vice President, Chief Economist and Economic Policy Adviser to the Vice President, Deputy Press Secretary to the Vice President, Director of Communications for the Second Lady, Orszag, Peter. The changes that are already occurring may not only affect routine jobs, as some top-paying jobs are also likely, Banking institutions are starting to fear that they are increasingly perceived as a utility in terms of peoples financial management a situation some say is making them the plumbing of the system, while big tech companies can, Banks are leading the charge as corporate venture capital funding hits an all-time high. Haig Bezian is a Managing Director at DigitalBridge Investment Management. As a result of the strong US dollar, the US Federal Reserve's swift hike. Washington, DC: Center on Budget and Policy Priorities, Orszag, Peter and Joseph E. Stiglitz. Kate is a Trustee for a local professional theatre company, Guildford Shakespeare Company; she loves both theatre and classical music. As a firm, we embed ESG considerations in our investment processes. Before Siemens, Mr. Oliveira worked for Amgen as Audit Manager and Senior Finance Manager. Isabel joined Charles Stanley in January 2020. Our Intermediate Core Bond strategy strikes a compromise between yield on the one hand and price volatility on the other. Matt is a Certified Trust Financial Advisor. Contact. The firm is dedicated to comprehensive, independent research and analysis. He joined Scudder Private Investment Counsel (a predecessor firm) in 1998. Advising Crosstree Real Estate Partners in relation to the formation and capitalisation of their third special situations fund, focusing on UK special situations real estate investments. Mr. Anderson is responsible for finance, corporate development and portfolio management for DigitalBridge Investment Management on a global basis. Previously, he was the Chief Technology Officer at Blue Frog Solutions, the leading provider of software for secure data transfer, messaging and transaction processing between insurance carriers/underwriters and distributors/agents. Matt Stoller American Economic Liberties Project Director, Research. The information provided is not intended to provide a sufficient basis on which to make an investment decision. Miller Kreider is Principal and Portfolio Manager at 1919 Investment Counsel (1919), where he manages over $800 million of client assets. Glen's interests away from work include spending time with his family, playing golf and running, regularly participating in local 5km park runs. He moved to Charles Stanley in 2007. In his spare time he is kept busy by his wife and young daughter. He is a Chartered Fellow of CISI, sits on the Private Client Investment Management Committee. The enhanced cash strategy offers a higher yielding alternative to short-term investments such as money market funds and bank certificates of deposit. in Finance from Towson University. John is a Senior Investment Manager at the Guildford office and manages portfolios for private individuals and trustees. Monika is a Board member of the Welcome Clubs International, Inc., an organization which was granted Special Consultative Status with the United Nations Economic and Social Council in 2020. With the focus on diversification, income and equity market participation, this strategy is appropriate for both investors focusing on income and those looking for a competitive large-cap value offering with lower volatility and attractive risk-adjusted returns. We do not sell personal information collected, nor make that personal information available on-line. Having graduated from Portsmouth University with a First Class Honours degree in Finance, Felix joined the Bournemouth office in June 2017 where he also spent his year in industry in 2014. In his free time, he enjoys tennis, ice hockey, traveling and spending time with his family. Wyn is a keen sports enthusiast, and especially enjoys watching rugby, and following his home town team of Llanelli Scarlets. . A scientist by training, I now seek to identify long-term trends, as well as uncovering the meaning behind unusual market movements. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University. David joined Torrie & Co in the summer of 1999 having been with Bell Lawrie White (Brewin Dolphin) for over a decade. Our independent culture allows us to customize portfolios based on each client's special objectives. Mr. Sonnenstein received a Bachelor of Commerce from McGill University, and a post graduate degree in Chartered Accountancy. He graduated from Newcastle University with a First in Business Management and is a Chartered Wealth Manager. Leigh-on-Sea Outside the office, Elana devotes her life to learning an obscure Greek instrument, the lyra with sympathetic strings, which takes her on study trips to the other side of the world on a regular basis. Our US Government Bond strategy is a high quality, short to intermediate maturity strategy, for risk averse investors. He explained the variety of steps his administration will be taking to get out of financial trouble, including those to encourage domestic. Robert entered the Financial Services Industry in 1998. Here are a few of our most commonly searched for offices. Prior to joining Rand & Associates wealth management team, Russell spent 17 years at Fidelity Investments. Kelly holds a B.S. Our broad range of bond and stock strategies spans short-term cash management solutions through to our longer term absolute return fixed income strategies and global equity investments. The judge rejected Kennedy's case against Orszag. Theres very little attrition and the growth of team has been organic a good sign of stable, long-term success., A highly experienced team that is able to advise/guide clients across the spectrum of private investment funds challenges. She holds two of the three papers required for the CISI Investment Operations Certificate. He began his career as an analyst for local government bonds at Moodys Investors Service and later was an assistant Vice President at Dexia Credit Locals New York branch in their public finance division. When not working or spending time with his family, he is a keen golfer, cyclist and supporter of local sport. The portfolios are tailored to meet each client's unique investment goals and tolerance for risk and can be customized to emphasize in-state tax benefits where appropriate. Finally, we may also disclose information to appropriate government agencies, and to others, as required by law or to prevent fraud. Richard lives on the Wirral with his wife Rachel and his three daughters. LIC. The following information regarding Payden Global Funds plc and Payden Global AIF ICAV is directed to non-US investors, and these funds are available for purchase by non-US investors only, subject to applicable local law. Prior to this, Brian served on a number of portfolio management, portfolio accounting and trading system implementations for a variety of Legg Mason affiliates. He holds the Chartered Wealth Manager (level 7) qualification as well as the IMC and IAD. Tim was instrumental in setting up Charles Stanleys Leigh-on-Sea (formerly Southend) branch. Andrew Meigh joined Charles Stanley as Director of Strategic Development in 2012 and was appointed to the Executive Committee in March 2017. Outside of the office her hobbies include gardening, and she belongs to a local book club. He is a member of the Estate Planning Council of Birmingham, Financial Planning Association, St. Lukes Episcopal, Birmingham Tip Off Club and serves as the Treasurer for the non-profit KidOne Transport. He joined the firm in 2001 as a Portfolio Administrator for fixed income portfolios and began trading in 2005. Comes up with innovative solutions.. Prosus NV, an Amsterdam-based tech investor, announced on Thursday that it netted $14.6 billion overnight from selling a 2% stake in Tencent. The Sidley team clearly has a wide breadth of experience in the sector, listens carefully and understands our business needs., The Sidley team provides us with advice in a clear and practical manner. Advising Gyrus on the establishment of its 1 billion target Gyrus Capital 2022 Bridge Fund. Ashurst stood out as having a wealth of experience in private equity fundraising, expertise in legal structuring and commerciality in dealing with LPs., Piers Warburton is an exceptional and highly experienced Head of Funds practice. Charlotte has been with Charles Stanley since August 2015; prior to this she developed her career at BNY Mellon in her role as a Corporate Actions Senior Specialist and more recently at Capita Asset Services as an Assistant Supervisor within their Share Plans department. 1999. We also may disclose such information to unaffiliated third parties who are service providers to Payden & Rygel, such as broker-dealers, transfer agents or custodians. Independently-owned, we provide customized solutions and allow clients complete access to our resources. I would highly recommend them., The team as a whole are great to work with and make what can sometimes be stressful processes much easier. Bill earned a B.A. Led by a team of highly experienced investors and operators, The DigitalBridge team has developed a unique digital expertise over the last 25+ years, Our executives have diverse operating and financial backgrounds with hands-on experience across the industry, Consistently demonstrating thought leadership with a vision for physical layer infrastructure convergence, Executive Vice PresidentChief Financial Officer, Chief Administrative OfficerChairperson of ESG Committee, Managing DirectorChief Accounting Officer, Managing Director, Global Headof Human Resources, Executive Vice PresidentChief Legal Officer and Secretary. A move to the Bournemouth office in 2004 has seen Matthew further his career in this field, providing services to private clients, including ISAs and SIPPs, Trusts and Charities. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. Payden & Rygel provides superior solutions by employing a staff whose education, experience and vision have made the firm a leader in the field. John works with clients and prospects in providing customized investment solutions. Before embarking on her career with Charles Stanley, she worked for five years as a medical secretary. This website is for information purposes only. She holds Non-Executive positions at The Canada Life Group (U.K.) Limited, Canada Life Limited, Canada Life Asset Management and CNP Assurances (a company listed on the Euronext Paris Stock Exchange). Jim Perrin joined Charles Stanley in 2006 having previously worked for Teather & Greenwood , Prudential Bache & Fortis N.V. Matty Yohannan is Chief of Staff to CEO Marc Ganzi at DigitalBridge, focusing on advancing key growth initiatives and strategic projects. In 2019 Clive was named Wealth Manager of The Year in the City of London Wealth Management Awards. Financial Planning PA support to John Redpath. World Bank predictions show that due to China's downturn, economic growth in East Asia and the Pacific may experience a steep decline in 2022, though a marked recovery in growth rate is expected sometime in 2023. Murray H. Case is an Operating Partner at DigitalBridge and Chairman of Scala Data Centers. He alsoattended the General Manager Program in Executive Education at Harvard Business School. Marrion joined Charles Stanley in 2013 and provides secretarial support to the team of investment managers previously having vast experience in Legal and Medical administration functions. He is an Investment Manager & looks after portfolios for private clients, trusts and pensions and works closely with their other advisors to enable a strong partnership for holistic advice. Pan Finance is a trusted source of global financial intelligence with a readership base of +200,000 across 150 countries. 205-271-6223 Pan Finance is a trusted source of global financial intelligence with a readership base of +200,000 across 150 countries. Peter Hopper is a Managing Director at DigitalBridge Investment Management. office, See the Simon manages and advises on investment portfolios for a wide range of private clients and intermediaries, including trusts and charities incorporating Investment Companies, Offshore bonds and ISA`s investing in a wide variety of asset classes. Hugo Akerman has worked at Charles Stanley since 2005 and in the industry since 1986. Mr. Gellman also co-founded Apex Site Management, the largest third-party manager of wireless and wireline communications sites in the U.S. Apex merged with SpectraSite Communications to create the largest telecommunications site portfolio in the U.S. Prior to joining, Nick worked at Standard Life for 13 years as business development manager dealing with banks, wealth managers, building societies and financial advisers. Lu joined the firm from UBS Financial Services Inc., where she was a Financial Planning Specialist working with financial advisors to deliver planning and advice to clients. Combined expertise from your dedicated Financial Planner and Investment Manager. Since that time, he has focused primarily on fiber, small cell, and tower opportunities both domestically and internationally. In his time outside of the office, Adrian enjoys spending time with his family and friends, taking trips to the National Parks, staying in shape, and playing baseball. 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