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Multi-Asset Portfolios

Helping your clients to achieve their investment objectives within a defined level of risk.  

  • Focused on delivering clear investment outcomes that are easily measured.
  • A globally diverse range of assets increases the opportunity for performance success.
  • Targeting real returns over and above inflation.
  • Speak exclusively with your portfolio manager – not a separate relationship manager.
  • The option to tailor portfolios with individual investment mandates.
  • Risk profiled by Distribution Technology. 
  • £150,000 minimum investment.

Choosing the right investment strategy for your clients can be a difficult decision. Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6416

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Multi-Asset Portfolios

Is this right for you?

Multi-asset investing takes advantage of diversification with two goals in mind; to generate specific client outcomes while also managing risk. This means you can expect investment and performance consistency across each of our ten risk targeted portfolios, helping to save you time by streamlining your own suitability processes and administration.

Diversified asset allocation

A globally diverse range of asset classes increases the opportunity for performance success.

Specific, measurable outcomes

We are focused on specific and measurable client outcomes. These could be income or capital growth.

Risk-targeted

Each portfolio is managed within a targeted range of risk. This helps you to meet your client suitability requirements.

Dynamic portfolio management

We are ready to react quickly to changing market conditions, ensuring we take full advantage of opportunities and minimise risk.

Flexible, intelligent investing

We use the best approach, be it active, passive or direct investments. This allows us to remain conscious of costs so your client’s money is always working hard.

Genuine, personal service.

Unlike other Wealth Management companies, we don’t use relationship managers. We think it’s important that the person responsible for your clients’ investments is accountable to you.

If you want to tailor your portfolio, we can do that too

If your client has specific requirements, we will provide a Tailored Multi-Asset portfolio. This gives your client the option to tailor their portfolio within agreed risk parameters. By specifying individual investment mandates such as cherished holdings, capital gains tax and other ownership considerations, your client can feel more involved in the investment process.

Charles Stanley

Heritage and independence.

When you work with Charles Stanley, you can feel confident that your clients’ 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.

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