Managed portfolios made available on 71M platform for Charles Stanley

Charles Stanley has announced that a total of 15 Distribution Technology risk-rated managed portfolios are added to 7IM platform, which offers financial advisers a flexible, cost-effective service.

The transfer is primarily driven by adviser demand.

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It includes five portfolios where the company’s dynamic asset allocation decisions are implemented through passive investments, while the remaining ten utilises active third-party managers.

The 7IM platform represents the tenth platform where the company have added its managed portfolios to enable the advisers to access the Charles Stanley managed portfolios.

Charles Stanley

Intermediary sales head Steve Hill said: “Adding our range of managed portfolios to the 7IM platform is another signal of our commitment to serving the intermediary market.

“We believe we offer an extremely compelling managed portfolio service and this move will enable more advisers to access them on behalf of their clients.

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“We are also in the process of appointing two dedicated MPS sales managers to the team, who will focus on promoting our unique blend of active and passive investing.”

Charles Stanley is an UK-based investment management company which focuses on serving the private investors. It also acts for many national charities, trusts, professional institutes and major financial institutions.

Its origins lie in a banking partnership established in Sheffield in January 1792. The bank prospered, and so did its Stock Exchange investment business.

By the 1830s this had grown to the point where a Director was needed in London to handle it, so Charles Stanley came southwards.