- Home
- Court of Protection
- Services & Products
- Services & Products
- Discretionary investment management
- Advisory investment management
- Advisory dealing services
- Execution-Only dealing services
- Wealth Management services
- Charles Stanley Investment Funds
- Financial Planning services
- Traded Options, CFDs and Spread Betting
- ISAs
- SIPPs
- IHT Portfolio Service
- Cash Management
- Research
- Brochures
- About Us
- Contact Us
- Media Centre
- My Account
Swaine Adeney
Considered way of doing business
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.
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.
Your Investment Manager will meet with you at the outset to get an accurate measure of your requirements and objectives. You will be kept fully briefed on the progress of your investments through regular portfolio reviews and valuations. You can also view your portfolio through a secure, password-protected area of our website.
