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Stephen Allen

Head of Dealing and Implementation
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.

THIS WEEK

Latest insights from our team

Helping you meet the flexible retirement...

Article | Investments | 16/11/2018

Since 2015 retirement savers have been given a lot of freedom with their pension pot because of government reforms. This has had a massive impact on the choices available.

Quarterly Investment Review - Q3 2018

Article | Investments | 01/11/2018

The Architas Quarterly investment review (QIR) is a step-by-step guide to how Architas Funds have performed recently, how different political and economic factors have driven financial markets, and what this means for your investments.

Sheldon MacDonald’s monthly update: Markets move...

Article | Investments | 11/10/2018

The value of sterling fluctuated in September. This had a knock on effect on equities, which although also saw some highs and lows ended the month relatively flat.

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