Charles Stanley Wealth Managers

Services Provided

Investment

  • Wealth Manager, Investment Manager
  • Founded 1792

Pooled Accounts

  • Minimum Account £150K
  • Assets Under Management £0
  • Number Of Clients 0

Segregated Accounts

  • Minimum Account £150K
  • Assets Under Management £1.18B
  • Number Of Clients 790

About Charles Stanley Wealth Managers

Charles Stanley origins lie in a banking partnership established in Sheffield in January 1792. Today, Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management services to national charities, trusts, financial advisers and professional institutes, but our principal business remains as it was over 200 years ago, the provision of a high-quality and personal service to our partners and clients.

Our Philosophy

Charles Stanley’s focus on clients has endured since our foundation in 1792, earning us a reputation as one of the UK’s leading wealth managers. We provide a truly bespoke discretionary investment management service, creating financial security for our many charity clients.

We aim to provide comprehensive advice and to help charity trustees cut through the investment jargon. Our approach to charity investment is to develop a sensible, affordable and realistic investment strategy, at the heart of which is the relationship with your dedicated investment manager. All this ensures that we maintain the highest-quality service across all elements of the client experience. By understanding each charity’s particular priorities, challenges and ways of working, we have helped hundreds of charities devise a more secure financial future.

Helping trustees to fulfil their obligations is an important part of our relationship with clients. As a client of Charles Stanley, you will benefit from tailored policy guidance, ethical expertise and insight into the latest investment trends, as well as important developments in the charitable and not-for-profit sector. Our charity trustee clients also benefit from our memberships with bodies such as; Association of Charitable Organisations, Charity Finance Group and Association of Chief Executives of Voluntary Organisations alongside events and on demand webinars.

With offices distributed in over 20 locations across the UK, our Charities team is geographically spread to provide a genuinely local service. We are available to meet anywhere in the UK, including at our regional offices or our head office in London. Clients can stay in touch via whichever means is preferred – meetings, phone, pen and paper, email or the My Charles Stanley online client portal. This means that, if it is not convenient to meet face-to face, there are still a wide range of options for maintaining the working relationship that is right for you.

To provide further support to trustees we regularly produce Charities InFocus, our magazine for trustees and their advisers, which aims to keep clients fully apprised of the ever-changing regulatory landscape.