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Investment Services

Investment Services

Investment Services

Our principal business remains as it was a century and more ago, the provision of a traditional, high-quality service to the discerning private investor.


At Charles Stanley we pride ourselves on our commitment to our clients. Providing a 'Personal Investment Service' is very much in the DNA of the whole firm and it is this commitment that we believe makes Charles Stanley stand out from the rest of the investment community.

We strive to provide the very best levels of personal service for all clients from Discretionary, Advisory and Execution-Only clients through to Corporate clients, both large and small, plus Charity and Court of Protection clients. We invest heavily in our administration functions and Information Technology systems and our 'back-office' consistently wins praise from clients for its attention to detail and swift handling of client queries. Please see our range of services in this section below and opposite.

Our Services Include

Intermediary Services

Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients

Corporate Clients

Our principal business remains as it was a century and more ago - the provision of a traditional, high quality service to the discerning private investor

Fund Management

Matterley is the fund management division of Charles Stanley and is a specialist investment boutique focused on delivering consistent out-performance for our clients

Financial Planning Services

Clients’ financial affairs are constantly changing and evolving and to meet these challenges we believe that your financial strategy needs to adapt similarly to changes in your situation

The Collectives Portfolio Service

The Collectives Portfolio Service (CPS) is a discretionary investment management service, which invests solely in funds and provides clients with a managed exposure to best-in-class third party fund managers

Inheritance Tax Portfolio Service

The Inheritance Tax Portfolio Service consists of an investment portfolio, personal to you and managed by us on a discretionary basis

Court of Protection

We recognise that some of our clients will have been through the trauma of a court action and will need support, reassurance and financial expertise as they face the prospect of an uncertain future

Charities, Trusts & Foundations

Your Charity is unique. We believe that a successful investment strategy for a Charity must take into account the factors that make it individual

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