Paul A welcome text
‘Managing wealth for generations’ – that is what we have done and what we continue to do…
I extend a very warm welcome to you from everyone at Charles Stanley and a welcome to what we hope will be a happy and rewarding experience for you and your family in developing a long-lasting investment management relationship with us.
Charles Stanley can trace its origins back to a banking partnership in Sheffield in 1792 and there are few companies in the world with a heritage that long. It is something that we are all intensely proud of and feel a huge responsibility in continuing as custodians of this great City name. Our clients are at the heart of absolutely everything that we do and it is the relationship that we have with you, be it face-to-face, digitally or through an intermediary that ensures the longevity and success of the company.
At every level of the organisation we have our clients’ best interests at the forefront of our thoughts
To date, clients trust us with over £20 billion of funds that we either manage or administer on their behalf. At that scale, we still strive to ensure a personal service and you can be sure that at every level of the organisation we have our clients’ best interests at the forefront of our thoughts.
We appreciate that there is a lot of competition in investment management and we continue to push the boundaries, as we have done since 1792, of technical and professional development. Our Investment Managers around the country at 31 different locations are some of the best in the industry. Our digital client services continue to see record levels of investment and interaction. Our intermediary offering is one of the best in the investment business whilst services such as Financial Planning, Pension Administration, Charities, Fund Management and Court of Protection all add up to a compelling offering to clients of Charles Stanley.
Over the coming pages of this website you will find a wealth of information, but please do not hesitate to contact us directly if you would like to find out more and start your relationship with Charles Stanley.
Thank you for considering Charles Stanley.
Chief Executive Officer
Homepage 2015 services
Our Investment Services
Traditional, high-quality service for the discerning private investor
Private Client Investment Management
Charles Stanley offers a comprehensive service to Private Clients: advising on, managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments. We also provide extensive services in administering clients’ investments and cash, in financial planning, managing ISAs and many ancillary activities.
Charles Stanley Direct enables clients to manage and monitor their own ISA, SIPP, Fund and Investment accounts in real time. Our award-winning online platform provides in-depth investment data, up to the minute Market News and Commentary, as well as premium in-house Fund and Equity Research.
Charles Stanley has received an unprecedented six Defaqto 5 Star Ratings across the following services: Bespoke Discretionary Management, DFM Model Portfolio Services, Collectives Portfolio Service (both on and off platform), the PanDynamic and PanAsset Model Portfolios. Our flexibility enables you, the Adviser, to choose the way that best suits your own methods of working, your investment philosophy and the services you seek to offer your clients.
Regional Office Network
Charles Stanley’s regional offices are core to the business strategy of the Group, providing local investment management and wealth management services plus many other ancillary financial services to Private Clients, Charities, Trusts, professional intermediaries and financial institutions. We are located in 24 sites – please see the listing here.