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Shackleton, Charlie Lloyd | Selector Spotlight

May 18, 2026 | 15m 51s

Learning: Unstructured

Charlie Lloyd, Head of Investments at Shackleton, shares the firm's approach to financial planning. Charlie explains Shackleton's mission to become a trusted adviser in Britain through an integrated, process-driven investment strategy, emphasising cost-effectiveness, transparency, and a core-satellite investment policy.

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Allianz Global Investors is a leading active asset manager with more than 700 investment professionals in over 21 offices worldwide, and managing EUR 580 billion in assets. We believe that with every change comes an opportunity. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives. Curious and active in everything we do, we aspire to generate impact beyond alpha, steering our clients’ assets towards the right place at the right time, and building solutions that draw on capabilities across public and private markets.

Our focus on protecting and growing our clients’ assets allows us to create trusted partnerships, underpinned by a commitment to sustainability and driving positive change.

Data as at 30 September 2025. Total assets under management are assets or securities portfolios, valued at current market value, for which Allianz Global Investors companies are responsible vis-à-vis clients for providing discretionary investment management decisions and portfolio management, either directly or via a sub-advisor (these include Allianz Global Investors assets which are now sub-advised by Voya IM since 25 July 2022). This excludes assets for which Allianz Global Investors companies are primarily responsible for administrative services only. Assets under management are managed on behalf of third parties as well as on behalf of the Allianz Group.

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BNY Investments is a global asset manager with $2.2 trillion in AUM (as of December 31, 2025) and offers products and investments for institutional and intermediary clients. Backed by over 240 years of financial heritage, BNY Investments combines long-term perspective with forward-thinking investment expertise.

Our specialised investment firms bring deep expertise across asset classes and regions: our liquidity solutions provider, BNY Investments Dreyfus; index provider, BNY Investments Mellon; premier fixed income franchise, Insight Investment; equity and multi-asset management, BNY Investments Newton; specialised equity manager, Walter Scott; and Brazilian equity manager ARX. Each highly experienced investment team has its own proprietary investment process and approach.

Through six specialist investment firms and a robust global distribution platform, we deliver differentiated equity, fixed income and multi-asset strategies, supporting advisers with scalable model portfolios, and outcome-focused strategies. Our expertise in ETFs, model portfolios and OCIO solutions helps advisers and institutions navigate complexity with sharper insights and disciplined portfolio construction. We are proud to be a partner that delivers sharper insights, efficiency, value—and a winning edge—to our global client base.

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Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income strategies for different types of investors.

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 480 experienced investment professionals, with an average portfolio manager investment experience of 28 years.

Today Capital Group works with financial intermediaries and institutions to manage more than US$3.2 trillion in long-term assets for investors around the world.

*All data as at 31 December 2025

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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.

* PIMCO manages $2.01 trillion in assets, including $1.62 trillion in third-party client assets as of 30 September 2024. Assets include $79.9 billion (as of 30 June 2024) in assets managed by Prime Real Estate (formerly Allianz Real Estate), an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH, that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO. Employee data excludes PIMCO Prime Real Estate employees.

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RBC BlueBay Asset Management represents RBC Global Asset Management outside of North America and is an active asset manager. From equites and fixed income to alternatives, we find new ways to express client ideas in the market and drive better outcomes.

Our solutions-driven approach means we endeavour to empower our clients with the knowledge they need to help shape their investment ideas and decisions. We partner and evolve with our clients, creating and customising investment products that help them realise their goals.

We operate with total transparency throughout the business, providing clients with direct access to our investment teams and fostering a culture that encourages opportunity, resulting in a thoughtful and inclusive organisation that puts people first and delivers for clients.

Ideas happen here.

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Shackleton, Charlie Lloyd | Selector Spotlight

Learning: Unstructured

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Learning: Unstructured

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