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Latest news & opinion
Last Week in the City: Concern over rising US infections
Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook this week ending 10 July.
Vulnerability, rituals and learning to live in uncertain times: Professional Advisers Webinar
Watch on-demand our second webinar in our series exclusively for Solicitors and Accountants
Investment strategy update
Charles Stanley’s Investment Strategy Committee met this week – here are its conclusions.
General Contacts
Main reception
For existing clients and main reception please call:
020 7739 8200
020 7739 8200
New enquiries
To enquire about becoming a Charles Stanley client please call us on:
020 3813 2637
Charles Stanley Direct
To contact Charles Stanley Direct please call us on:
013 1550 1234
013 1550 1234
Client satisfaction
93%
of our Discretionary Managed Private Clients who responded are satisfied
with Charles Stanley
Results from our 2020 Private Client Survey – Discretionary results only.
Charles Stanley surveyed 4,631 Investment Management clients; 1,065 responded; a 23% response rate.
Net Promoter Score (NPS)
63%
How likely are our Discretionary Managed
Private Clients to recommend Charles Stanley
9%
19%
72%
*NPS Score = Promoters % (scores 9 or 10) - Detractors % (scores 6 to 0)
Our awards
Nominations
Defaqto Service Rating
Please see below the rating Charles Stanley has obtained for an excellent level of service for DFM Service as reflected by the Defaqto Gold Service Rating.
Defaqto Star Ratings
Please see below the ratings Charles Stanley have obtained which uniquely combine an assessment of the features and benefits that a product has to offer.
Defaqto Diamond Ratings
Please see below the ratings Charles Stanley have obtained which uniquely combine a quantitative assessment of both performance and numerous other data points, including manager tenure, assets under management and costs.
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