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Latest news & opinion

Fiduciary news: 05/08/2020

Monthly words for July 2020

Whilst equities have recovered impressively from their March lows, this year has been characterised by widely divergent regional stock market performance.

Young businessman working on his laptop in the office, select the icon security on the virtual display.
Features: 05/08/2020

Akademia short: Essential cyber security tips to keeping you safe

Recently, I took part in an Akademia short video, where experts give top tips in 15 minutes.

mindfulness.jpg
Radio: 04/08/2020

Harlequins Mindfulness Series

In partnership with Harlequin F.C., Luke Doherty, the team’s mindfulness coach, talks to us about the importance of mindfulness in both our professional and personal lives.

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Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

Client satisfaction

93%

of our Discretionary Managed Private Clients who responded are satisfied
with Charles Stanley

Find out more

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.

Coronavirus (COVID-19)

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