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Latest news & opinion

The so-called ‘green revolution’ is seeing developed nations turn to alternative energy to power a transformation of the environment and their economies. But Opec thinks it can still sell oil.
Features: 02/12/2020

Oil bulls and bears fight it out

The so-called ‘green revolution’ is seeing developed nations turn to alternative energy to power a transformation of the environment and their economies. But Opec thinks it can still sell oil.

Preparing for Brexit
: 02/12/2020

Preparing for Brexit

Though the precise nature of the United Kingdom’s future relationship with the EU continues to remain uncertain, at Charles Stanley we are taking steps to ensure that we continue to provide the best possible outcomes for our clients, whatever the result of negotiations.

Man looking at computer screen video conferencing
Features: 02/12/2020

The use of technology during lockdown

Our latest Akademia video discusses how advisers can use technology to develop their businesses and the two big trends which started to emerge across the industry.

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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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