Charles Stanley, part of Raymond James Wealth Management, has bolstered its Investment Management Services team with the appointment of two new Investment Managers, as it continues to expand its presence across the UK and grow its client base.
Hitesh Mistry and Gregory Perdon both bring significant experience in Wealth Management and Private Banking. In their new roles they will be responsible for providing Charles Stanley clients with investment management services, designed to deliver the right outcomes for their individual objectives, developing existing and new client relationships.
With over 30 years’ experience specialising in discretionary portfolio strategies and advisory services for high-net-worth individuals, Trusts, SIPPs, charities, and corporate clients, Hitesh joins from Rowan Dartington – the Discretionary arm of St. James’s Place – where he spent almost a decade as Investment Manager. He will be based in Charles Stanley’s Birmingham office, reporting into Robert Dornan.
Gregory joins from McInroy & Wood where he was Investment Director, having previously spent 12 years at Arbuthnot Latham where he was Co-Chief Investment Officer. He brings 26 years’ experience delivering excellent portfolio performance and as a trusted advisor to HNW families, trustees and professional intermediaries. He joins the London team, where he will report into Will Walker-Arnott.
David Pederson, Managing Director Investment Management Services at Charles Stanley said:
“As the external landscape continues to evolve and new challenges emerge, it is crucial that we have the best team in place to help our clients protect and grow their wealth. Recruiting talented and experienced Investment Managers remains a key priority at Charles Stanley to support these objectives, and for us to continue to offer the high standard of service that our clients know and expect from us.
“Hitesh and Gregory’s combined experience will be invaluable as we continue to grow our presence both in London and the Midlands and I am delighted to welcome them to the team.”
