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Professional Adviser Services

The Charles Stanley Commitment

Better support for you, better investment solutions for your clients.

Professional Adviser Services

How can we help you?

We work for you so that you can work better for your clients. We understand the challenges that you face. In today’s fast moving, interconnected world we provide the discretionary investment support you need to be able to focus on what you do best: managing client relationships.

Discretionary Managed

An investment manager will make investment decisions on your behalf, building and managing a bespoke portfolio for your client.

Court of Protection

A specialist investment manager will make investment decisions on your behalf, building and managing a portfolio to ensure an award can meet your client’s requirements for the long-term.

Blended Managed Portfolios

A risk-profiled range of diversified portfolios designed to achieve specific investment objectives within a defined level of risk.

Inheritance Tax Portfolio

Helping to minimise Inheritance Tax and preserve your client’s wealth for future generations.

Multi-Manager Portfolios

Total return and income portfolios invested in a wide variety of market-leading funds selected by our in-house fund research team.

Dynamic Passive Portfolios

Total return portfolios combining hands-on, active asset allocation with selection of the most efficient, low-cost passive funds.

Monthly High Income Fund

A multi-asset fund that aims to generate a high, sustainable income.

Agency set-up

We can work with you on the basis of ‘Agent as Client’ or ‘Reliance on Others’, to suit your requirements.

Your local office

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

Select an office

Charities and Charitable Trusts

Investment management services for charities and charitable trusts

Charities

Institutions

A bespoke investment strategy – managed by us and controlled by you.