As one of the UK’s leading independently-owned private client investment management firms Charles Stanley can trace its origins directly back to 1792 and we have been a member firm of the Stock Exchange under the Charles Stanley name since the 1850s. Over the years we have grown both organically and by absorbing numerous competitor firms. The hallmark for our firm over many generations of clients remains our overriding commitment to excellent client care.
We look after the assets of approximately 95,000 clients with a total of £20 billion funds under management and administration. We employ over 1,000 people equally divided between London and the regions.
What we do
We provide bespoke portfolio management to mainly private clients, delivered by over 400 professionals located in 28 offices throughout the UK. We operate in-house administration and custody for investment portfolios, SIPPs and ISAs and have developed Charles Stanley Direct, a state of the art direct to customer, execution only dealing platform for equities and funds.
Our core service is active management of investment portfolios, using a full range of UK and overseas investments, which is delivered in the form of personalised portfolios, predominantly held in our own nominee account. Our managed clients generally invest between £100,000 and £5 million, or from £30,000 within Charles Stanley Direct or the Collectives Portfolio Service, and comprise mostly UK-resident private individuals and families. We also manage money for charities, trusts and Court of Protection awardees. Clients’ portfolios are managed on a discretionary or advisory basis, subject to client needs and the scale of their investments. We also provide execution only and advisory dealing services.