Charles Stanley, part of Raymond James Wealth Management, has enhanced its Investment Management Services team with the recruitment of two experienced Investment Managers, reinforcing its commitment to strengthening its UK footprint and supporting continued client growth.
Hitesh Mistry and Gregory Perdon bring extensive expertise in Wealth Management and Private Banking to their new roles. They will focus on delivering tailored investment management solutions to Charles Stanley’s clients, ensuring outcomes aligned with individual financial objectives while fostering both existing and new client relationships.
With more than three decades of experience in discretionary portfolio strategies and advisory services for high-net-worth individuals, trusts, SIPPs, charities, and corporate clients, Hitesh joins from Rowan Dartington, the discretionary investment arm of St. James’s Place, where he served as an Investment Manager for nearly ten years. He will be based in Charles Stanley’s Birmingham office and will report to Robert Dornan.
Gregory joins from McInroy & Wood where he was Investment Director, having previously spent 12 years at Arbuthnot Latham where he was Co-Chief Investment Officer. He brings 26 years’ experience delivering excellent portfolio performance and as a trusted advisor to HNW families, trustees and professional intermediaries. He joins the London team, where he will report into Will Walker-Arnott.
David Pederson, Managing Director Investment Management Services at Charles Stanley said: “As the external landscape continues to evolve and new challenges emerge, it is crucial that we have the best team in place to help our clients protect and grow their wealth. Recruiting talented and experienced Investment Managers remains a key priority at Charles Stanley to support these objectives, and for us to continue to offer the high standard of service that our clients know and expect from us.
“Hitesh and Gregory’s combined experience will be invaluable as we continue to grow our presence both in London and the Midlands and I am delighted to welcome them to the team.”
