Charles Stanley Pan Asset

As one of the UK’s leading independently-owned private client investment management firms Charles Stanley can trace its origins directly back to 1792 and we have been a member firm of the Stock Exchange under the Charles Stanley name since the 1850s. Over the years we have grown both organically and by absorbing numerous competitor firms. The hallmark for our firm over many generations of clients remains our overriding commitment to excellent client care.

We look after the assets of approximately 95,000 clients with a total of £20 billion funds under management and administration.

The Succession Model Portfolios bring a range of low-cost investments to Succession Advisers and their investor clients. Six Model Portfolios employ Charles Stanley’s dynamic asset allocation process coupled with low-cost investment in carefully selected Exchange Traded Funds. This gives your investor clients day-by-day stewardship of their money by investment professionals concentrating on the big picture.

Being a preferred partner of Succession Wealth offers us the opportunity to help Succession achieve their goal to provide a richer and more rewarding experience for both private and corporate clients. With over 200 years’ experience in investment and a focus on private client investment, we believe we are well positioned to support life goals for private clients and bespoke solutions for corporate clients.