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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

Tensions high in trade tussle

Article | Investments | 22/05/2019

2018 was the year that saw words turn into actions, with tensions climbing steadily higher. Three rounds of tariffs were brought in by the US on over $250 billion of Chinese goods, causing China to retaliate in a ‘tit for tat’ move.

Robust returns in April

Article | Investments | 17/05/2019

Read more about how Solomon Nevins, Senior Investment Manager, and Mayank Markanday, Investment Manager, positioned the Architas Diversified Real Assets Fund  and the Architas Diversified Global Income Fund last month in shareable, client-friendly PDFs. 

US growth helps drive market rally

Article | Investments | 17/05/2019

Read more about how Nathan Sweeney, Senior Investment Manager, positioned the Architas Multi-Asset Active Fund range last month in a shareable, client-friendly PDF.

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