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Tailored Discretionary Management

For your clients who require a centralised investment solution, with the ability to handle key individual requirements.

With Tailored Discretionary Management, you can give your clients access to standardised portfolios that are aligned with their own risk appetite and real-return objectives, while also accommodating some specific client needs with the full support of a dedicated Portfolio Manager.

Why choose Tailored Discretionary Management?

  • Outcome-focused, risk-adjusted portfolios based on central research and asset allocation views, continuously overseen and managed
  • Client-specific tailoring available including drawdown and income requirements, as well as some tax-efficient management
  • Direct access to your dedicated Portfolio Manager for investment-related queries
  • Your local intermediary sales team member will be your primary point of contact for your wider relationship management enquiries

A dedicated portfolio management team build and manage our range of total return portfolios for Tailored Discretionary Management, offering a centralised view of asset allocation and stock selection, drawing on the combined experience of our Asset Management and Research teams. In addition, this service can handle client-specific requirements for decumulation and income, as well as tax efficient management where necessary.

Get in touch today to find out how we can partner with you as an extension of your offering.  

020 3504 7446

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Tailored Discretionary Management

Is this right for you?

Tailored Discretionary Management seeks to provide consistent client outcomes, while also giving your clients the comfort and reassurance that their investments are actively managed against their own unique requirements.

Organised

Investment and risk processes are established and have appropriate levels of senior management oversight.

Research

Whole of market approach to stock selection and market leading research capability.

Service driven

Client service at the centre of everything we do; our services are available on an Agent-as-Client or Reliance-on- Others basis.

Outcome-focused

Client outcomes are clearly defined and aligned with real-return objectives.

Competitive pricing

Clear and fair charging structure with no initial or withdrawal fees.

Risk-aligned

Range of risk managed portfolios catering for most client needs.

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

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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.