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Fiduciary Management Service

What is fiduciary management?

Fiduciary management is an investment solution that aims to improve the governance of a defined benefit pension scheme by empowering trustees to delegate responsibility to a professional investment team. We will work with you to define your scheme’s objectives and develop a long-term strategy, ensuring you stay firmly in control, while we take over the day-to-day responsibility of delivering those objectives successfully.

Our clients benefit from:

  • A sophisticated approach to risk management
  • A flexible solution with efficient execution
  • Control of investment costs
  • Clear and transparent service

To enquire about this service, please call:

0207 340 9291

Intermediaries Enquiry Form

Enquiry form

How can you benefit?

A sophisticated approach to risk management

Time to focus on your investment strategy

A flexible solution with efficient execution

Control of investment costs

Clear and transparent service

Is the Charles Stanley Fiduciary Service right for you?

Our team of pension and investment experts can help your defined benefit pension scheme to meet its goals. 

Our clients benefit from:

  • A sophisticated approach to risk management
  • A flexible solution with efficient execution
  • Control of investment costs
  • Clear and transparent service

We are among the market leaders in fiduciary services for smaller defined benefit pension schemes. Charles Stanley has been looking after clients and their money since 1792. As one of the oldest firms of the London Stock Exchange, Charles Stanley currently manages and administers in excess of £20bn for UK-based institutions and private investors. We stand out because of the time and attention we give to our clients to help them achieve their objectives.

Our fiduciary services:

  • Asset liability study
  • De-risking ‘Flight-plans’
  • Liability matching portfolio
  • Bespoke diversified growth portfolio
  • Tailored reporting
  • Fund research and selection
  • Tactical asset allocation
  • Strategic asset allocation
  • Full Strategy Implementation

Winner of Best Fiduciary Manager of the Year
by Global Investor magazine 2016.

Fiduciary Management Service

Charles Stanley

We see our fiduciary management service as a long term commitment. We take the time to understand your scheme’s unique investment requirements in order to custom-build a service – one that’s right for you. Our success and reputation continues to prove the value of bespoke investment strategies, high-quality personal service and a close working relationship with each client.

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

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