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Charles Stanley Wealth Managers

  • Wealth Manager
  • Investment Manager

Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management services to charities. Our specialists have earned a reputation for meeting the investment needs of charities of all sizes and sectors including, medical, educational, religious orders and diocese, grant-giving and more. Above all, it is the personal relationship between investment manager and the charity that really sets us apart. We don't use Relationship Managers so you can be confid

  • Operates: UK Wide
  • Based: UK Wide
  • Founded: 1792

About Charles Stanley Wealth Managers

Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management services to charities. Our specialists have earned a reputation for meeting the investment needs of charities of all sizes and sectors including, medical, educational, religious orders and diocese, grant-giving and more. Above all, it is the personal relationship between investment manager and the charity that really sets us apart. We don't use Relationship Managers so you can be confident that the person you are speaking to is the same dedicated investment manager and team who are looking after the charity's investments.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£150k

Minimum investment

  • Advisory
  • Discretionary
  • Execution Only

Segregated mandate

£150k

Minimum investment

  • Charity clients790
  • Total assets£1.18bn
  • Advisory
  • Discretionary
  • Execution Only

Insights from Charles Stanley Wealth Managers

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Get in touch with Charles Stanley Wealth Managers

Send a direct enquiry to Charles Stanley Wealth Managers. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

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