Charles Stanley Fiduciary Management

Charles Stanley has been acting as a fiduciary manager to UK defined benefit pension schemes for nearly 15 years. We're small scheme specialists, focusing on UK DB schemes of under £100m, because we believe that size doesn't matter when it comes to bespoke investment solutions and tailored, bespoke service. e work alongside trustees to plan their investment strategy and then take complete responsibility for implementing it and providing regular progress reports. Our dedicated fiduciary portfolio managers provide trustees with tailored training, advice and ongoing support as often as needed. The scale of our US parent organisation Raymond James allows our clients to leverage best-in-class funds, research, and investment ideas, whilst our heritage as prominent UK Wealth Manager ensures we deliver personalised, quality service to the Schemes that need it most.

Visit us at Stand F6 to say hello, find out more, and enter our prize draw to win a Fortnum & Mason Hamper.