Partner Content by Charles Stanley

How Charles Stanley works with IFAs

We aim to build a long-lasting, trusting relationship with you and your clients. Providing support and advice when markets are volatile is a critical part of the service that we provide to financial advisers. Market volatility can be very unsettling and negative headlines in the media can cause clients a great deal of anxiety. In these scenarios, it can be very valuable to have the option to pick up the phone to an investment manager and get the insight of someone monitoring the markets 24/7.

By Paul Cann, Director of Private Clients, Exeter

Regular communication is a vital part of an effective partnership between an IFA and the Investment Manager they trust to manage their clients’ investments. IFAs will be fully briefed so they have an informed view of the Investment Manager’s strategy, which helps the IFA to ensure that investments are being managed in accordance with the mandate they have agreed with their client. It is also our duty to ensure the IFAs client understands how their portfolio is adapted to ever-changing market conditions.

IFAs can draw on the investment manager’s wealth of information and experience. We provide a quarterly investment report which includes a commentary on recent market conditions. Where IFAs hold review meetings with their clients in person (or these days by video call), investment managers can join these meetings to give personal insight into market views and the client’s specific portfolio.

The combination of the Covid-19 pandemic, the conflict in Ukraine, and more recently the high inflation environment, has seen heightened volatility in investment markets. The financial advisers we work with have understandably been looking to Charles Stanley’s Investment Managers to keep them informed of our assessment of market conditions, our strategies, and how we navigate them with respect to client portfolios, so that they can support their clients in these challenging times.

Alongside our regular quarterly investment and market reports, we can also provide ad hoc updates to financial advisers about key issues which have a bearing on markets as well as detailed commentaries on portfolios to help advisers answer all the potential questions a client may have. Additionally, we send our weekly email newsletter ‘Sunday Brunch’ which includes highlights of our research output each week as well as other articles of interest to the IFA community.

Meet the team

By Sean Osborne, Group Head of Sales

Charles Stanley has recently bolstered its Intermediary Sales Team (IST), to ensure we are well prepared to deal with the rapidly changing marketplace and continue to provide the level of service IFAs and their clients demand and deserve. Adam Benzimra has joined as National Sales, along with Richard Kelly as Head of Strategic Partnerships, and Laura Mathieson as our Telephone Business Development Manager. All join us from Brooks Macdonald.