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Stephen Allen

Head of Investment Governance and Dealing
Stephen is responsible for the implementation and oversight of the control environment for the Investment Team, which meets all relevant regulatory requirements. Additionally Stephen manages our Investment Team dealing function and is responsible for the oversight of the daily fund dealing process and order placement for listed instruments.

Stephen joined Architas in 2008 and his 30+ years of investment experience has been gained in a variety of roles including over 15 years working for Morgan Stanley, where he was an Executive Director on the trading floor in their Institutional Equities division, as well as for Winterthur Life where he managed the Investment Technical Support team. He has previous experience of managing the Architas Multi-Asset Passive Fund range and the Phoenix Wealth Elite Diversified Market range and has experience of various asset class research, including the property and Japanese equity sectors.

Stephen holds the Chartered Institute of Securities’ Commodity and Derivatives and the Securities and Financial Derivatives Representative exams, along with the IMC.

THIS WEEK

Latest insights from our team

Insight

Liquidity matters

Article | Investments | 12/09/2019

Liquidity, or the ease of buying and selling an investment, has been at the centre of one of the big stories of recent months. 

Insight

Monthly Review August 2019: Close Look

Article | Investments | 11/09/2019

As wildfires burn in the Amazon and sea temperatures climb, President Macron has joined climate activists in claiming that ‘our house is burning’. Environmental harm presents both a challenge and an opportunity, for those hoping to invest wisely, but also make a difference. 

Insight

Monthly Review August 2019: Quick Look

Article | Investments | 11/09/2019

AUGUST: What happened?

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