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Latest news & opinion

Markets are being lifted by vaccine news – but managing budgets in the European Union will be challenging as it invests in the green revolution.
Features: 23/11/2020

Europe waits for the vaccine and goes green

Markets are being lifted by vaccine news – but managing budgets in the European Union will be challenging as it invests in the green revolution.

female hand holding a wedding ring
Features: 23/11/2020

Making a fresh start

One of the first decisions when deciding to separate is whether or not you can come to an agreement on the split of assets between yourselves or whether to enlist further help.

blurred image of people crossing the street in a busy city
Features: 23/11/2020

Investing with a clear mind: 3 tips to keep you in check

Mental health and investing don’t necessarily go hand in hand and the state of the former significantly affects the results of the latter.

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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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