Charles Stanley managed portfolios added to 7IM platform

Marks 10th platform to hold the portfolios

Victoria McKeever
clock
Charles Stanley managed portfolios added to 7IM platform
Image:

Charles Stanley managed portfolios added to 7IM platform

Charles Stanley's 15-strong range of managed portfolios have been added to the 7IM platform, predominantly in response to adviser demand.

A total of 15 Charles Stanley, Distribution Technology risk-rated, managed portfolios will be available through the platform. This includes five portfolios where Charles Stanley's asset allocation decisions...

To continue reading this article...

Join Professional Adviser

 

  • 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.
  • Tap into our community intellignece through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Quilter said potential candidates should "monitor business production and embedded client contact and sales strategy".

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
 "We are delighted to welcome the teams from Charter Financial Planning and Rice Whatmough Crozier to the One Four Nine Group," said  Matthew Bugden, chief executive officer of the Group.

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
PFS president Sarah Lord was reappointed in September.

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read