Bespoke Discretionary Managed service
The benefits of high quality, focused investment management go far beyond the financial returns. Having the right relationship in place should be a requirement too.
- Free up your time and resources with the help of our expert investment managers.
- A truly bespoke investment portfolio that works hard for your client.
- Speak exclusively with your investment manager – not a separate relationship manager.
- Continuous monitoring ensures we keep your client’s portfolio on track to achieve its objectives.
- Take advantage of our local presence – we have 24 offices across the UK.
- £250,000 minimum investment.
Choosing an investment manager to work with can be a difficult decision. Contact us today to discuss how we can help you.
020 3504 7446
Discretionary Investment Management
Is this right for you?
Working closely with you to understand your client’s ambitions, concerns, attitude towards risk and capacity for loss, we will build a bespoke investment portfolio to fit those exact requirements.
Genuine, personal service
Unlike other wealth management companies, we don’t use relationship managers. We think it’s important that the person responsible for your clients’ investments is accountable to you.
Save yourself time
By outsourcing investment management to a specialist like us, you can free up time and resources to focus on managing client relationships.
Truly bespoke
When building a bespoke portfolio, we don’t cut corners. We spend time getting to know each client’s requirements so that any solution we provide is delivered with confidence.
Expertly managed
We will provide you with an expertly crafted portfolio, but it doesn’t end there. Continuous monitoring ensures we remain flexible and react quickly to opportunities or threats.
Aligned with your offering
We work with you as an extension of your own offering. Because each portfolio is truly unique, we can adapt our approach on a client by client basis.
Accessible wherever, whenever
With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environmentYou can also use our Discretionary Managed service for a range of other accounts, including:
- Flexible ISAs
- Junior ISAs
- Self-Invested Personal Pensions
- Small Self-Administered Schemes*
*SSASs are not regulated by the Financial Conduct Authority.
Brochures & guides
Charles Stanley
Heritage and independence.
When you work with Charles Stanley, you can feel confident that your clients’ investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.
Blended Managed Portfolios
A range of diversified portfolios designed to achieve specific investment objectives within a defined level of risk.
Multi-Manager Portfolios
Total return and income portfolios invested in what we believe are the best funds available.
Dynamic Passive Portfolios
Total return portfolios combining active, hands-on management with low-cost passive funds.
