The straightforward way to access our investment expertise. We’ve designed a range of funds to suit different types of investors – from the most cautious to the more adventurous.
It’s easy to invest and move investments with other providers into our funds. They are backed by Charles Stanley’s strong investment culture and extensive resources, and you’ll benefit from:
Access to our advice desk by phone or email (please note that our advice is restricted).
A range of five actively managed multi-asset funds. We’ll advise you on the one that matches your investment objectives and risk appetite most appropriately.
An annual review to ensure we’re managing your money in the most suitable investment strategy.
The flexibility to switch between the funds if your situation changes and your risk appetite changes.
Tax-efficient investing by holding your funds in wrappers such as an ISA or SIPP and we’ll also take account of your capital gains tax allowances.
A minimum investment of £20,000 and you can make contributions and withdrawals when you want.
These funds are ideal if you want professional investment management, in a cost-effective way along with high standards of service. They are suitable for meeting a variety of goals, including the following:
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Whether you’re investing for the first time, would like to consolidate your existing investments or are simply looking for a different approach, we’ll guide you through every stage of the process:
are satisfied with Charles Stanley’s day-to-day activities managing their wealth
Respondents from our 2024 Investment Management Private Client Survey.
Get a better understanding of your current situation and the options available to you, take advantage of a free 15-minute coaching session with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)