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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.

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.

Fiduciary news

Investing for the Future

Held in the Banking Hall – a lovely old venue in the City of London – Charles Stanley’s Fiduciary Team hosted our first conference for our defined benefit pension scheme clients and their advisers.

Monthly Market Commentary - May 2019

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

The Middle East stirs some old worries

America is intensifying its policy against Iran in the Gulf, and challenging more EU policy over Iran and energy as well as trade.

Putting energy into investment

The UK’s Climate Change Committee recommends UK moves to zero net carbon dioxide emissions by 2050. What are the implications?

Are technology shares still a good buy?

A review of the first-quarter results of technology companies such as Microsoft, Amazon, Facebook, Twitter, Netflix and Google.

After new US all-time highs, what now for markets?

After markets got off to a fabulous start in 2019, Garry White looks at what could be next for equities.

Monthly Market Commentary - December 2018

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

The final word

It’s the end of a 15-month review into the fiduciary management industry – and the result is good news for pension schemes.

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.

Events diary

November 2020



2021: The Outlook for Investment Markets

Join Charles Stanley’s Chief Investment Officer Jon Cunliffe and Chief Global Strategist John Redwood for a discussion on the outlook and themes for investment markets in 2021.

More details

January 2021