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Multi-Asset Portfolios

Ready-made investment portfolios

Taking the complexity out of investing.

  • Choose from targeting long-term growth or a regular income
  • Take a level of risk you are comfortable with 
  • We actively manage your investments so you don’t have to
  • Speak exclusively with your portfolio manager – not a separate relationship manager 
  • Increase your opportunity for performance success with a diversified portfolio
  • £150,000 minimum investment

Choosing the right investment service can be a difficult decision. Contact us to discuss how we can help you.

020 7149 6416

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Ready-made investment portfolios

Is this right for you?

Our ready-made portfolios are built and managed using an approach called multi-asset investing. This approach takes advantage of diversified asset allocation with two goals in mind; to achieve specific objectives (i.e. targeting long-term growth or a regular income) while also managing risk.

Diversification.

Investing in a globally diverse range of asset classes increases the opportunity for performance success and spreads risk widely.

Specific, measurable outcomes.

We are focused on specific and measurable objectives. These could be long-term growth or a regular income.

Centralised investment process.

Our specialist multi-asset portfolio managers and analysts build and manage portfolios using a centralised investment process.

Active management.

Ongoing monitoring and rebalancing means that we are ready to react quickly to changing market conditions, so that you don’t have to.

Flexible, intelligent investing.

Using the best approach, be it active or passive funds, or direct investments, allows us to remain conscious of costs so your 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 investments is accountable to you.

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

If you have specific requirements, we will provide a Tailored Multi-Asset portfolio. This gives you the option to tailor your portfolio within agreed risk parameters. By specifying individual investment mandates such as cherished holdings, capital gains tax and other ownership considerations, you 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.