Charles Stanleys Multi-Asset funds are a highly diversified, actively managed solution with total return objectives. Each portfolio seeks to generate a combination of capital growth and income within a clearly defined level of risk and can be held in an ISA or SIPP structure. We design the asset allocation of each fund with great care. Our portfolio managers’ utilise a ‘best of breed’ approach, meaning we are totally unbiased with regards to implementation, and can utilise the best approach, be it active, passive or direct investments. This allows us to maintain flexibility as well as remaining conscious of costs.
Our focus on clients has endured since the foundation of Charles Stanley in 1792, a heritage that has helped to make us one of the UK’s leading Wealth Management firms. Building our business on experience and quality service, we now have over 20 offices across the UK and an in-house research team based in London. Having retained the long-term advantages of being independently owned, our interests lie with our clients, not others. Working with charities, institutions, financial advisers and individual clients, we have created financial security for many tens of thousands of people, and currently manage and administer in excess of £20 billion.
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