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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.
Investment Options
Charles Stanley has been involved in SIPP management since their introduction in 1990. Charles Stanley's own SIPP products, offered through our specialist pensions arm, are:
The Charles Stanley Alpha SIPP
Designed to enable you to take advantage of the flexibility of a SIPP, constructing it around the type of investments you would prefer through four service options:
1. Discretionary Investment
You will be introduced to a Charles Stanley Investment Manager who will be responsible for managing your SIPP on a discretionary basis. Initially, you will agree your objectives with your Investment Manager who will identify the most appropriate strategy, taking into account your attitude to risk. You can then allow your Investment Manager to take care of making investment decisions and monitoring holdings on your behalf. Your Investment Manager will report regularly to you, with valuations and portfolio reviews.
2. Discretionary Collectives Portfolio Service
This service invests your SIPP in actively managed portfolios of unit trusts, Open Ended Investement Companies (OEICs) and investment trusts selected from the entire range of such funds. The Discretionary Collectives Portfolio Service comprises a selection of investments spread across four different portfolios and provides you with half-yearly valuations and reviews. It is tailored to suit your needs, taking into account your investment strategy which is determined by your financial objectives, circumstances and your attitude to risk. Your SIPP fund is managed on a discretionary basis by a team dedicated to monitoring and selecting funds.
3. Advisory Managed
Your SIPP portfolio will be invested in direct equities and collective funds by your Investment Manager receiving the same level of investment management and administration as under discretionary management, but with you making the final decision on the individual purchases and sales.
4. Execution-Only
If you wish to take a more hands-on approach to your SIPP investments, we can provide you with telephone and online dealing facilities. Through your execution-only dealer, or on Fastrade, our award-winning online and telephone dealing service, you can access price information and our various market reports to enable you to make your own investment decisions.