The personal investment service

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Charles Stanley's Discretionary Investment Management services brings you comprehensive and continuous portfolio management

Charles Stanley's Discretionary Investment Management services brings you comprehensive and continuous portfolio management

Discretionary Investment Management

Our Discretionary service allows you to hand over the day-to-day management of your investment portfolio to your Investment Manager, who will monitor your holdings and make the investment decisions on your behalf. In matching your portfolio to your individual objectives and personal risk tolerances, your Investment Manager will consider all asset classes.

This service brings you comprehensive and continuous portfolio management, as well as a range of other facilities. We will discuss your investment objectives and requirements with you in advance, and formulate guidelines for your agreement. Our investment decisions are then made within these guidelines, which are reviewed periodically.

If you choose to have your investments managed you can nominate your own Investment Manager within the company. If you do not have an existing contact, we will allocate a suitable Investment Manager, supported by a small dedicated team, to look after your account.

Occasionally, clients like to maintain particular shareholdings which do not necessarily fit into the agreed pattern of the portfolio. This is respected, of course, and we seek to build the rest of the portfolio to take this into account. Your Investment Manager is available to discuss particular investment ideas that you may have, and to give suitable recommendations.

You can view your portfolio at any time on the internet, by way of a confidential password that we supply to you upon request. Additional benefits include access to our Financial Planning staff, guidance on tax planning, our monthly newsletter, and use of either our nominee services or CREST Personal Membership.

We would like you to become our client....

Please click either of the above brochures for further information.

Swaine Adeney : Considered way of working
The Personal Investment Service: Made for you

Swaine Adeney

Considered way of working

In 1750 James Swaine bought a whip making business in Piccadilly, and a royal appointment to King George III quickly followed.


Over the next century the reputation and product range expanded and Swaine found himself providing bags and umbrellas to the aristocracy of the day.


Today the company still uses time-honoured crafting processes for producing fine attaché cases and leather bags.


At Charles Stanley we admire this considered way of doing business and like to think that our suit approach to financial planning puts us in the same company.

Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.