Wealth manager Charles Stanley has announced the appointment of Dan James to the newly created role of Head of Asset Management.
In his new role, Dan will be responsible for leading its asset management capability and unlocking the potential offered by Charles Stanley’s compelling range of asset management investment solutions. He will focus on building scale, growing revenue and driving future development, reporting to Paul Abberley, CEO.
Dan has over 25 years’ experience having started his investment career at Mercury Asset Management as a private client portfolio manager before working for ABN Amro Asset Management, Fortis Investments and BNP Asset Management. More recently he worked for Aviva Investors where he was responsible for building and running the Global Fixed Income division located in multiple countries.
Commenting on his appointment, Paul Abberley, CEO at Charles Stanley says:
“We have an outstanding team which delivers award-winning, 5-star Defaqto-rated solutions and Dan’s proven expertise, experience and industry know-how positions him well to advance our asset management capability and build on our reputation for delivering exceptional client service. I look forward to working with him to taking our cost-effective, market-leading proposition to the next level and protecting and enhancing investor returns.”