Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details
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Discretionary Portfolio Service. Tailored to client, based on model portfolios. Predominantly collectives, will include allocation to
alternatives as appropriate.
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Service is Individually tailored to client.
Investment vehicles are
Predominantly, although not exclusively, long only
and collectives. Alternative strategies possible but for clients with investment in the region of £200,000.
Minimum investment No quoted minimum investment
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This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.
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A full range of UK and international equities,
corporate bonds, cash, gilts, hedge funds,
structured products and other financial instruments
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Charles Stanley offers national coverage and investment solutions to UK Advisers and their clients. Charles Stanley offer every client a tailored Investment Solution to fit.
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Bespoke and IFA models on request
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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Tailored to the individual client. DB also run Dynamic
Portfolio services based on seven model portfolios.
These can be accessed through a NURS structure,
direct or with additional management to meet
individual client needs.
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