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Charles Stanley Pan Asset prefers to be the discretionary manager to a portfolio. Crucial to success is working closely with the client to define how much risk is appropriate and to decide what level of return is being sought. Based on this we can then design a portfolio specifically for that client’s needs. Each client has a different requirement for income, due to tax considerations and different attitudes to risk. This will affect the assets to be selected and the balance of the fund.
We are small enough and flexible enough to know that every client is different and important to us. We are big enough to follow all the main asset categories and provide the advice you need.
We do not try to put clients into our own funds or force them all onto the same model. We know our clients are all different, and reflect that in our bespoke portfolio service.