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Latest news & opinion

We have just witnessed the Japanification of world finance as central bank attempt to counteract measures to stop Covid-19. How will this all end?
Features: 28/10/2020

Debts, deficits and stimulus

We have just witnessed the Japanification of world finance as central bank attempt to counteract measures to stop Covid-19. How will this all end?

infographic with planet and people
Features: 27/10/2020

You better be ready for the ‘green revolution’

The environment may be the biggest winner of the US presidential election, as the vote could flip US policy on its head. Low-carbon energy – and investors in the technology that makes it possible – may be nearing their time in the sun.

Rear view of a businessman wearing a dark suit and scratching his head looking at light bulbs and question marks on gray wall.
Features: 27/10/2020

A question from a client: What should I be asking?

I hope this insight into the dynamic between investment manager and client is of interest and may perhaps have served as a good thought-provoking exercise.

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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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