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Fiduciary Management

A bespoke investment strategy – managed by us and controlled by you.

  • Take control of your investment strategy and meet your pension scheme’s objectives.
  • Delegate the day-to-day implementation of your strategy to professionals.
  • Dynamic portfolio management means we can react quickly to changing market conditions.
  • We independently research all available funds to ensure we select best-in-class.
  • Benefit from hands-on training and a genuinely personal service.
  • We offer you one ‘all-in’ fee with no additional or hidden charges.

If you are interested in finding out more, contact us today to discuss how we can help you.


Events diary

June 2019



Investing for the Future with David Blunkett

On Behalf of the Charles Stanley Fiduciary Team, we are delighted to invite pension fund trustees and their advisers to join us for an afternoon conference exploring the challenges of managing defined benefit schemes.

More details

We focus on helping you, the trustees, take control and meet your pension scheme’s objectives through our market-leading Fiduciary Management service. Our expert team of trusted portfolio managers will work with you to develop and define a bespoke, dynamic and long-term investment strategy.
One that is managed by us and controlled by you.

Specialists in smaller pension schemes

Our service has been specifically designed with smaller schemes in mind.

A fully bespoke service

We understand that every scheme is unique, and so the investment strategy that we design with you will be fully bespoke, with all aspects of our service tailored to you and your needs.

A highly sophisticated service

Including access to market-leading liability matching assets, and powered by detailed asset-liability modelling.

A strategy that is easy to set up, easy to monitor, and easy to understand

Our experts will provide hands-on training and support every step of the way.

Access to our successful multi-asset investment team

Detailed asset allocation, fund selection and ongoing risk monitoring will be fully managed by our multi-asset investment team, utilising a tried-and-tested investment process with an impressive, demonstrable track record.

A fully comprehensive service

All aspects of our service is covered by our headline fee, with no additional charges for any further work or for attendance at meetings.

From Twitter: @CS_Fiduciary

Unravelling interest rate policy in the US, a recovery in risk assets and the impact of a carbon-neutral economy -… https://t.co/plVeO0xdaC

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From Twitter: @CS_Fiduciary

Delighted to announce Nigel Jones, Roger Mattingly and Hugh Nolan as expert panellists for our June 27th client con… https://t.co/9ch1j5EkRz

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Fiduciary news

Charles Stanley adds award-winning managed portfolios to 7IM platform

Charles Stanley is pleased to announce its award-winning range of managed portfolios will now be available to advisers through the 7IM platform.

Can the drugs industry provide insight into Trump’s trade war?

Last Friday marked the official start of Donald Trump’s trade war, as tariffs on $34bn of Chinese goods came into force.

Market Commentary June 2018

Jon Cunliffe, Charles Stanley Chief Investment Officer, offers up his monthly market commentary

Should markets worry about the west and Russia?

John Redwood, Charles Stanley’s Chief Global Strategist, looks at the looming NATO meeting.

Women in Finance Awards - Tsitsi Mutiti

Charles Stanley is delighted to announce that Tsitsi Mutiti won the Rising Star of the Year award at last night’s Women in Finance Awards.

Our view on the City regulators’ pension consultation

As the UK’s Competition and Markets Authority approaches its initial conclusion, Charles Stanley Asset Management calls for an industry-wide code of conduct.

Market Commentary April 2018

April shows an improvement on the first quarter

A rising dollar is positive for US small capitalisation shares

The dollar has started to rise following a period of weakness. This is positive for dollar dividend payers and US smaller companies.

Gold’s place in a portfolio is limited

An Egyptian billionaire has put half his $5.7bn (£4.2bn) net worth into gold. But with the outlook for prices mixed, is it a sensible move?

Charles Stanley

Heritage and independence.

When you work 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 a team of more than 30 multi-asset investment professionals, you can take advantage of the strong investment governance needed in today’s regulatory environment.