Charles Stanley
Website: https://www.charles-stanley.co.uk/professional-adviser-services#
Introduction
Charles Stanley can trace its origins directly back to 1792 and was first registered as a member of the London Stock Exchange in 1852. It has developed its regional presence and currently has over 20 branches across the UK. The Group has no international offices. A more detailed history of the group can be found here.
Charles Stanley & Co. Limited (“Charles Stanley”) is a wholly-owned subsidiary of Charles Stanley Group PLC (“the Group”), a public company whose shares are listed on the London Stock Exchange (CAY.L).
Models
| Dynamic Passive: | Blended Managed | Multi Manager Total Return | Multi Manager Income |
| Dynamic Passive 1 | Blended 1 | Multi Manager Total Return 1 | Multi Manager Income 1 |
| Dynamic Passive 2 | Blended 2 | Multi Manager Total Return 2 | Multi Manager Income 2 |
| Dynamic Passive 3 | Blended 3 | Multi Manager Total Return 3 | Multi Manager Income 3 |
| Dynamic Passive 4 | Blended 4 | Multi Manager Total Return 4 | Multi Manager Income 4 |
| Dynamic Passive 5 | Blended 5 | Multi Manager Total Return 5 | Multi Manager Income 5 |
Rebalance schedule
Ad-hoc as necessary
Charges
Dynamic Passive - 0.20%
Multi Manager – 0.30%
Blended Managed – 0.25%
Contact
Intermediary Sales Team:
Email ist@charles-stanley.co.uk
Phone: 020 7149 6416
Main Office Tel: 020 3930 1425
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