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Gold Standard Awards – Discretionary Fund Management

We have been awarded the Gold Standard Award for Discretionary Fund Management in the Investment Week Gold Standard Awards.

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We are delighted to announce we have been awarded the Gold Standard Award for Discretionary Fund Management in the Investment Week Gold Standard Awards. Now in their 18th year, these awards have been supporting higher standards in financial services across the UK. This accolade demonstrates how we continued to raise its game and deliver higher standards, in order to fulfil its customers’ needs and achieve the Gold Standard that differentiates it from the rest of the industry.

Wealth clients have very high expectations and Charles Stanley has set the bar high in trying to meet them. This has been further endorsed in a new wealth management industry client experience benchmark. We have consistently outperformed the industry average across a range of criteria including overall client satisfaction, client loyalty, satisfaction with their relationship manager, product satisfaction and outcomes.

Peter Kelk, Managing Director of Investment Manager Services says: “We are very proud to have achieved the gold standard in recognition of our discretionary fund management service, as we strive to put our clients at the heart of our business. We know that they particularly value the fact that they develop a close working relationship and deal directly with the person who is responsible for investing their money rather than an intermediary relationship manager. Our regular client satisfaction survey ensures that we remain ahead of the game, both in terms of understanding and adapting to our customers’ changing needs.”

We are very proud to have achieved the gold standard in recognition of our discretionary fund management service, as we strive to put our clients at the heart of our business.

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Gold Standard Awards – Discretionary Fund Management

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