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Latest news & opinion

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Features: 29/10/2020

Bringing children into the family wealth: an Investment Manager’s observations

Here are my thoughts on how to bring your children into the conversation in a balanced, informative way.

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Features: 29/10/2020

The technology shaping the way you’ll live tomorrow

Technological change is accelerating at an unprecedented rate. The world that this will create will be so utterly different from today that it is almost impossible to imagine how your life is going to be.

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?

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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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