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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

The View - Summer 2019

Article | Investments | 31/07/2019

The Summer edition of The View provides a step-by-step guide to how Architas Funds have performed recently, how the political and economic environment has driven financial markets, and what this means for your investments.

Equity and bond markets boosted by Fed action

Article | Investments | 24/07/2019

We had a very strong equity market with the US market experiencing its best June since 1955. The source behind the lift to markets in general was the US Federal Reserve (Fed) indicating that it could cut interest rates soon, potentially reversing a number of the four rate rises of last year. As a result many markets acted as if the Fed has already made the cuts.

Your guide to passive investing

Article | Investments | 15/02/2019

In this guide to passive investment you can find out about the basics of investing in funds, the benefits of asset allocation and how passive investing itself works.

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