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Charles Stanley portfolio services achieve six Defaqto 5 Star Ratings



Wealth manager Charles Stanley has attained a 5 Star Rating from financial information business Defaqto, across six of its investment services:

  •      Bespoke Discretionary Management Service
  •      Collectives Portfolio Service
  •      DFM Model Portfolio Service
  •      Collectives Portfolio Service (platform)
  •      Dynamic Passive Model Portfolios
  •     PanDynamic Model Portfolio Range

The ratings were achieved following a rigorous process of assessment carried out by Defaqto’s team of over 60 expert analysts. Throughout the year Defaqto’s experts analyse market developments, examine trends and regulatory changes and conduct consumer research.

Christopher Aldous, Head of Asset Management at Charles Stanley, commented: “We constantly strive for excellence at Charles Stanley so we are pleased to see so many of our discretionary investment management services achieve the highly coveted 5Star accolade from Defaqto.”

Pan Andreas, Head of Insight and Consulting for Funds and DFM at Defaqto, commented:

 “Our Star Ratings are unbiased and based on facts not opinions; they are created by independent experts who have unparalleled knowledge of the financial products, services and funds available to advisers and their clients. This makes them increasingly important as a barometer of excellence in a constantly evolving market”

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