Above page content

    Site map  Cookie policy

Bespoke Discretionary Managed service

It’s more than just investing. It’s a personal relationship and the careful stewardship of your hard earned money. 

  • Expertise.
    Our highly qualified investment managers will build a portfolio that works hard for you. 
  • Peace of mind.
    Continuous monitoring and rebalancing ensures we keep your portfolio on track to achieve your objectives.
  • Access.
    Enjoy access to the full range of retail asset classes. We can also accommodate cherished holdings. 
  • Investment insight.
    Benefit from the output of our expert in-house research team and external research.
  • This service may be suitable for you if you have £150,000 or more to invest.

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

020 7149 6437

Discretionary Investment Management

Is this right for you?

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

By delegating responsibility to an investment manager, you can take advantage of our expertise and investment insights. This frees up your time to focus on enjoying your life, confident that your investments are in safe hands.

Regular reviews and reports are important but not always convenient. With our secure online client portal ‘My Charles Stanley’, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment.

We will provide you with an expertly crafted, bespoke portfolio, but it doesn’t end there. Because we want your investments to work for you as priorities change, we apply a long-term view, ready to flex as requirements change and explore what we can do for you in the future.

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