Charles Stanley has appointed Dan James to the newly created role of head of asset management.
James will be responsible for leading Charles Stanley’s asset management capability. In addition, he will help unlock the potential in the firm’s asset management investment solutions.
Go deeper with GlobalData
Furthermore, James has over 25 years’ experience and started at Mercury Asset Management as a private client portfolio manager before moving to ABN Amro Asset Management, Fortis Investments, and BNP Asset Management.
More recently, he worked for Aviva Investors where he was tasked with building and running the Global Fixed Income division.
Paul Abberley, CEO at Charles Stanley, said: “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.”
Charles Stanley also signed up for the BITA ESG Manager application from BITA Risk.
BITA Risk, part of corfinancial, build its firm on taking complex risk and portfolio data and turning it into something accessible. Now, it is utilising the same approach to ESG investment, automating many steps and integrating key data as part of the process.
Charles Stanley investment managers will now use detailed visualisations to understand exposures, check preference conflicts and assess the impact of ESG-driven changes.
Charles Stanley’s COO, Michael Bennett, said: “BITA ESG Manager has taken the complexity of ESG factor data and presented it with such clarity that it can be efficiently managed and monitored across large numbers of our clients, forming an integral part of our investment strategy.”
