Above page content

    Site map  Cookie policy

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.

by
Charles Stanley

15.08.2018

Charles Stanley is pleased to announce its award-winning range of managed portfolios will now be available to advisers through the 7IM platform. A total of 15 Distribution Technology risk-rated managed portfolios will be available through the platform, including 5 portfolios where Charles Stanley’s signature dynamic asset allocation decisions are implemented via passive investments, and 10 which use active third party managers, combining our asset allocation expertise with the expert analysis of our experienced collectives research team.

Two of the passive portfolio range – Dynamic Passive 2 and 3 - were recognised at the 2018 Portfolio Adviser Wealth Manager Award, earning Platinum and Gold awards respectively, underscoring the strength of the dynamic passive investment approach.

 The addition of the managed portfolios to the 7IM platform marks the 10th platform through which advisers can access Charles Stanley managed portfolios and was predominantly in response to demand from advisers.

 Steve Hill, Head of Intermediary Sales at Charles Stanley, commented, “Adding our range of managed portfolios to the 7IM platform is another signal of our commitment to serving the intermediary market. We believe we offer an extremely compelling managed portfolio service and this move will enable more advisers to access them on behalf of their clients.  We are also in the process of appointing two dedicated MPS sales managers to the team, who will focus on promoting our unique blend of active and passive investing.” 

Get in touch

Find out more

Our focus on clients has endured since the foundation of Charles Stanley in 1792 and has helped make us one of the UK's leading wealth management firms. Your interests give shape to everything we do.

Please call us to talk about your circumstances or complete the enquiry form.

020 3797 1783

Make an enquiry

Local Office

Your local office

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

Select an office

Share

Newsletter banner signup