Charles Stanley rolls out portfolio service to five platforms

clock

Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.

The service, which consists of 12 actively managed model portfolios which have been risk rated by Distribution Technology, is available on Ascentric, Aviva, Fusion, Novia and Nucleus. Charles Stanley director of intermediary sales Andrew Clotworthy said: "The suite of portfolios has been created taking into account the views of many financial advisers who wish to be able to offer their clients a wide range of investment objectives." Clotworthy said the maximum charge for each solution is 0.3% plus VAT.    

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Private markets for the mass affluent: How wealth platforms can scale access

Private markets for the mass affluent: How wealth platforms can scale access

‘The opportunity is clear’

Borja Largo
clock 15 October 2025 • 5 min read
AJ Bell Investcentre integrates with Dynamic Planner to ease adviser admin load

AJ Bell Investcentre integrates with Dynamic Planner to ease adviser admin load

Move to alleviate the administrative burden for advisers using its platform

Jenna Brown
clock 14 October 2025 • 2 min read
AJ Bell platform adds DFM comparison tools from Mabel

AJ Bell platform adds DFM comparison tools from Mabel

Partnership follows other recent launches

Jen Frost
clock 30 September 2025 • 2 min read