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Charles Stanley & Co Limited


About Charles Stanley & Co Limited

Charles Stanley works with you as an extension to your own offering. We understand the challenges that Financial Advisers face in a continually changing world; meanwhile investors increasingly rely on you to make sense of the complex world of finance. Finding the right investment support to help you manage your client relationships and build your business is more important than ever. Our Bespoke Discretionary Managed service is designed to give you the time to look after the personal and professional relationships with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your clients’ investments. You can have peace of mind that your manager is the same person that invests for you, meaning you speak to the person that is directly responsible for each client’s portfolio. All our Investment Managers have the support of a central team of researchers and specialists.


Discretionary fund manager Fund provider


Bespoke portfolio management MPS (on platform) MPS (off platform) AIM portfolio service Multi-asset funds Multi-manager funds Risk-targeted funds Risk-rated funds

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