Above page content

    Site map  Cookie policy

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.  A truly bespoke investment portfolio that works hard for your client.

  • Speak exclusively with your investment manager – not a separate relationship manager.
  • Free up your time and resources with the help of our expert investment managers.
  • Continuous monitoring ensures we keep your client’s portfolio on track to achieve its objectives.
  • Take advantage of our local presence – we haveover 20 offices across the UK.  
  • £250,000 minimum investment.

Get in touch today to find out how we can partner with you as an extension of your offering.   

020 3504 7446

WDX replacement - Services form

£

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us

Discretionary Managed Service

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 environment

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

Latest news & opinion

Fiduciary news: 02/06/2020

Investing in a Time of Covid – the Impact on Pension Funds Webinar

Join Charles Stanley’s Chief Investment Officer Jon Cunliffe and Chief Global Strategist John Redwood for a discussion on how the Covid-19 crisis has impacted investments globally.

Cardboard boxes with text made in China and chinese flag on the roller conveyor
Features: 02/06/2020

China drives into global trouble

China may discover that more counties in the world now intend to stand up to Beijing’s actions, as the US finds a rare political unity in opposing its actions from technology to Hong Kong.

Social Entrepreneurism: 02/06/2020

Anxiety in times of crisis: Professional Advisers Webinar

Watch on-demand our first webinar in our series exclusively for Solicitors and Accountants

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your 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.