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Our Intermediary Investment Services
Comprehensive and continuous management

Bespoke Investment Management

The Discretionary service brings your client comprehensive and continuous portfolio management from an investment professional. Once the Discretionary portfolio is established we will handle all the paperwork and administration and provide you and your client with comprehensive records. Your Investment Manager will be on hand to provide assistance should it be required and you will be kept fully briefed on the performance of the investments through regular portfolio reviews and valuations. You can also monitor your client's portfolio online through a secure, password protected area of our website.

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DFM Model Portfolio Service

Charles Stanley has created three investment strategies aimed at those clients who prefer to be invested directly into UK shares and bonds. Portfolios are actively managed with the manager calling on the in-house expertise of our Matterley Team for UK equities, our Sutherland bond division for fixed interest and our Collectives Portfolio Service team for the international asset allocation and individual funds choice.

Our DFM Models

The Collectives Portfolio Service (CPS)

CPS is a model-based discretionary investment management service, which invests solely in funds, providing a managed exposure to best-in-class third-party fund managers. Available directly through Charles Stanley or via a growing number of third-party platforms, CPS offers 12 risk-rated models that are also mapped against pre-defined risk categories from Distribution Technology.

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IHT

‘Charles Stanley's Inheritance Tax Portfolio Service invests in portfolios made up of qualifying stocks quoted primarily on the Alternative Investment Market (AIM). It should be noted that investments in unquoted companies involve a higher degree of risk. We seek to reduce the risk through diversification, but a portfolio of this type will not be suitable for all investors.’

Our IHT Service

Charles Stanley Pan Asset

Charles Stanley Pan Asset is a wholly-owned operating division of Charles Stanley Group Plc which specialises in asset allocation research and advice for all types of investor across over 30 global asset classes.  These include institutional pension funds, charities and platform-based model portfolios.  It uses low cost index-tracking and passive investment solutions, such as Exchange Traded Funds (ETFs) to implement asset allocation decisions.

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Matterley RHI

The investment objective of the FP Matterley Regular High Income Fund is to generate a high income with the potential for capital growth from a portfolio consisting predominantly of UK bonds, government securities, high yielding equities and preference shares. 

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