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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

person on laptop

Monthly Market Commentary - December 2020

The constructive market environment that started in early November continued through December, as positive vaccine news improved sentiment.

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Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook over the Christmas 2020 break.

Christmas market round-up: Good riddance to 2020

Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook over the Christmas 2020 break.

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A recovery in sectors hit hard by the pandemic may lie ahead – but 2021 may still be a challenge.

A better year in prospect

A recovery in sectors hit hard by the pandemic may lie ahead – but 2021 will still be challenging.

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A small piece of computer coding acted as the co-pilot in a US military jet for the first-time last week – and it could have significant implications for the future of work.

Human ingenuity means the robots won’t take all our jobs

A small piece of computer coding acted as the co-pilot in a US military jet for the first-time last week – and it could have significant implications for the future of work.

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Christmas Letter; ‘tis the season to be tender

As we turn our thoughts to the festive period and year end, it seems that for many pension scheme trustees it is the season to tender!

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Monthly Market Commentary - November 2020

November was an extraordinary month. Joe Biden became the US President-elect, but Donald Trump has refused to formally concede defeat.

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 In the China-Australia trade spat, Beijing holds most of the cards. China buys more than a third of Australian exports – but could its reliance on iron ore from Western Australia be used as leverage?

Could iron ore quotas stop China’s trade bullying of Australia?

In the China-Australia trade spat, Beijing holds most of the cards. China buys more than a third of Australian exports – but could its reliance on iron ore from Western Australia be used as leverage?

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Markets today are confident that 2021 will be a year of substantial recovery. But economic events will be largely determined by the roll-out of vaccines – and the gradual fall off in cases and deaths.

After a torrid 2020, what can we expect from 2021?

Markets today are confident that 2021 will be a year of substantial recovery. But economic events will be largely determined by the roll-out of vaccines – and the gradual fall off in cases and deaths.

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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

Thu

05

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

Thu

28

The future of rates and markets

Charles Stanley’s Fiduciary Investment Team invites you to our next webinar on Thursday 28th January, discussing the Global Investment Outlook for 2021 and beyond.

More details