Charles Stanley’s Global Outlook for clients of Waverton Wealth

As we enter a new year, we invite you to join Jane Bransgrove and Benedict Tottman from Charles Stanley for a look ahead to 2024.

Jane is a Director of Asset Management and has been with Charles Stanley since 2013 when the company acquired Pan-Asset Capital Management. She previously worked at Sarasin Chiswell (formerly Cantrade), having studied at Loughborough University reading Accounting and Financial Management. Jane Bransgrove looks after private clients, charities and trusts on a Discretionary and manages model portfolios for financial advisers, specialising in active asset allocation combined with passive implementation. She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment

Benedict joined Charles Stanley in August 2021 and is a Multi Asset Strategist and Portfolio Manager, responsible for producing thematic macroeconomic and market research as well as the management of multi-asset portfolios. Benedict works on asset allocation design and is a member of the Asset Allocation Committee and the Investment Strategy Forum. Before Charles Stanley, Benedict worked at River and Mercantile as an investment consultant and he has a first-class honours degree in Management from the London School of Economics.

Jane and Benedict will provide an outline of the current positioning of their portfolios, a look back at 2023 and what are the potential market and economic drivers for the upcoming year. There will also be an opportunity to ask any specific questions or concerns you have.