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Investment Services

Bespoke Investment Management

Investment Services

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Portfolio Management

The Discretionary service brings your client comprehensive and continuous portfolio management from an investment professional. We live in increasingly volatile financial times and through our Discretionary service the Investment Manager can react quickly to situations as they develop and closely monitor your client's portfolio to ensure that it continues to be invested in accordance with the relevant risk parameters and strategic objectives. The Discretionary service allows your Charles Stanley Investment Manager to take advantage of appropriate opportunities on your client's behalf and report these to you and/or your client.

We will discuss your client's investment objectives and attitude to risk at the outset to formulate the guidelines for the management of their portfolio. Our investment decisions are then made within these parameters and our mandate is periodically reviewed with you and/or your client.

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. 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.

Bespoke Advisory Managed Services

The Charles Stanley Advisory Investment Management service offers the same level of investment management and administration as our Discretionary Service for intermediaries, with the exception being that you or your client makes the final decision on the individual purchases and sales.

Both these services bring your client comprehensive and continuous portfolio management, as well as a range of other facilities. In either case we will discuss your client's investment objectives and requirements in advance, and formulate guidelines for their agreement in conjunction with you the intermediary.

Discretionary Management can be appropriate for a wide range of accounts, including:

  • Investment Account
  • ISA
  • Offshore Bond
  • Trust
  • SIPP
  • Alpha SIPP

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