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Discretionary Investment Management Service

Managing investments for you

It's more than just investing. It's a personal relationship and the careful stewardship of your wealth.   

  • You give us discretion to manage investments on your behalf. 
  • A truly tailored solution that works hard for you. 
  • Develop an ongoing lasting partnership with the person who manages your investments.
  • Take advantage of the expertise and insights of a leading Wealth Manager. 
  • Continuous monitoring ensures we keep your investments focused on achieving your financial objectives.
  • £200,000 minimum investment.

Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6437

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Tailored Investment Management

Is this right for you?

Working closely with you to understand you and your family's long-term financial goals.

Genuine, personal service

Working with one dedicated person who understands you and your family's financial objectives

Save yourself time

By delegating responsibility to leading UK Wealth Managers you can take advantage of our investment expertise, track record and insights. This frees up your time to focus on what you want to do

A long-term view

We understand that life changes and that your financial goals may do as well, we can adapt to any such changes.

Accessible wherever, whenever

With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment

Charles Stanley

Heritage and independence.

When you invest 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 over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

Your local office

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

Select an office