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 Japan sectors.
Stephen holds the Chartered Institute of Securities’ Commodity and Derivatives and the Securities and Financial Derivatives Representative exams, along with the IMC.
Latest insights from our team
Article | Investments | 16/11/2018
October was a fright-fest for global stockmarkets, with most indices down at least 5%.
Article | Investments | 15/11/2018
Retirement savers have been given a lot of freedom with their pension pot. But we all know the choices people now face at retirement can seem a little overwhelming. That is why we have produced this guide for you to share with your clients.
Article | Investments | 14/11/2018
We all want to help clients understand what they’re investing in and to try to break down the barriers some feel about investing. Working with our network of adviser clients, we have designed two new tools to increase the transparency and understanding of the Architas Funds you may recommend.