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Contact a broker: 020 7149 6437 / Switchboard: 020 7739 8200
We manage your clients' investments actively within a structured and disciplined framework
Our Services for Intermediaries and Independent Financial Advisers
Your professional relationship with your clients is probably one of the most important aspects of your business. We know, because the same applies to us and our clients.
We understand you need to trust and be sure that any service you introduce to your clients will enhance your own. That is why, at Charles Stanley, we offer accountants, legal practitioners, IFAs and other intermediaries a hand-made service designed to support their clients in the most personalised way. We want you to be assured that, in selecting Charles Stanley, you will be dealing with one of the leading private client investment managers in the UK, with a long heritage that stretches back to a banking partnership in Sheffield in 1792. The service and support we provide is based on our Investment Managers' extensive depth of experience, combined with sophisticated technology and exceptional research facilities.
Services for Intermediaries and IFAs
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Creating a portfolio that is well diversified, regularly monitored and that can be adjusted to suit market conditions requires a high degree of specialist expertise and can be time consuming. Using our investment management services will allow you to relinquish this administrative and regulatory burden by employing dedicated investment specialists with access to award winning research and analysis.
At Charles Stanley we are committed to managing your clients' investments actively within a structured and disciplined framework. We aim to maximise returns from a portfolio that has been designed to take account of each client's specific objectives and attitude to risk. In an ever changing world, investors need an investment portfolio that is constantly monitored and managed in order to meet their objectives.