Charles Stanley has promoted head of digital marketing and communications Magnus Wheatley to managing director of its D2C business Charles Stanley Direct.
The move is the latest in a series of shake ups for the firm, and one the wealth manager said will help more closely align Charles Stanley Direct's research function with that of the wider firm. The changes will also see Marcus Tree being appointed head of digital operations, responsible for the client helpdesk and administration hub in Edinburgh. Mike Lilwall remains as head of proposition for Charles Stanley Direct in addition to his role as director of Charles Stanley Group . The firm's D2C Foundation portfolios and fundlists will be now managed by Charles Stanley's collectives ...
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