Professionally Managed Services
Personal Portfolio Service
The straightforward way to access our investment expertise. We’ve designed a range of funds to suit different types of investors – from the most cautious to the more adventurous.
Benefits of our Personal Portfolio Service
It’s easy to invest and move investments with other providers into our funds. They are backed by Charles Stanley’s strong investment culture and extensive resources, and you’ll benefit from:
Access to our advice desk by phone or email (please note that our advice is restricted).
A range of five actively managed multi-asset funds. We’ll advise you on the one that matches your investment objectives and risk appetite most appropriately.
An annual review to ensure we’re managing your money in the most suitable investment strategy.
The flexibility to switch between the funds if your situation changes and your risk appetite changes.
Tax-efficient investing by holding your funds in wrappers such as an ISA or SIPP and we’ll also take account of your capital gains tax allowances.
A minimum investment of £20,000 and you can make contributions and withdrawals when you want.
Why our Personal Portfolio Service could be ideal for you
These funds are ideal if you want professional investment management, in a cost-effective way along with high standards of service. They are suitable for meeting a variety of goals, including the following:
You want a personal investment service that is cost-effective
We combine active, passive and direct investments, which means we’re always focusing on achieving the best investment outcomes for you.
You don’t have the time or experience to invest
Our fund managers are supported by the experience and expertise of our in-house research analysts and a wide range of external market resources.
You want your portfolio to match your return objectives
Whether you’re a cautious investor or more adventurous, there’s a fund in the range to match your attitude to risk and financial goals.
You don’t want to be exposed to unnecessary risks
We spread risk across a diverse range of asset classes and global regions so you can feel confident your investments are in safe hands.
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What to expect from our collaborative process?
Whether you’re investing for the first time, would like to consolidate your existing investments or are simply looking for a different approach, we’ll guide you through every stage of the process:
Don't just take our word for it
Providing high quality service to our clients
Day-to-day activities
93%
are satisfied with Charles Stanley’s day-to-day activities managing their wealth
Respondents from our 2024 Investment Management Private Client Survey.
Book your free 15-minute session
Complete your details to book a meeting or will we get in touch to find time that works for you.
Call us on: 0207 739 8200
Open Mon-Fri, 9am-5pm