Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Charles Stanley to offer model portfolios through Standard Life wrap

Charles Stanley to offer model portfolios through Standard Life wrap

Charles Stanley is to offer its full range of model portfolios through Standard Life’s wrap platform.

The wealth manager's Collective Portfolio Service (CPS) models and Pan Asset range of passively invested portfolios will both be able to advisers. The CPS is managed by a team including former Wealth Manager cover star Stephen Peters (pictured) and Shauna Bevan. Both also featured in Wealth Manager's Top 100 names in fund selection.

‘We are delighted to be one of the first model portfolio providers on Standard Life’s wrap platform and have already experienced significant interest from advisers who already use the platform,’ said Christopher Aldous, managing director of Charles Stanley Pan Asset. ‘It incorporates some exciting technical developments to enhance the experience of both advisers and their underlying clients and the moderate charges, together with our low model portfolio fees, will be easy on the client’s pocket.’

David Tiller, head of adviser platforms at Standard Life, said: 'Opening up the Standard Life wrap platform is a ground-breaking move for us and offers an even better choice of investment solutions for advisers. It is an exciting time for our platform and we welcome Charles Stanley aboard.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play From Private Bank to Private Office: the next generation of ultra high net worth investors

From Private Bank to Private Office: the next generation of ultra high net worth investors

Citywire's Anna Dumas highlights the trend towards private and family offices.

Play Inside ETFs: how to defend against bond volatility

Inside ETFs: how to defend against bond volatility

In this latest episode we call in experts from 7IM and Markit to assess how the bond sell-off has impacted ETFs.

Play The future of wealth management according to disruptive tech expert Andrew Tarver

The future of wealth management according to disruptive tech expert Andrew Tarver

Three private office investors direct their questions about the future of wealth management, to Andrew Tarver, founder of Boldrocket and disruptive tech expert.

Wealth Manager on Twitter