Charles Stanley has launched a restricted advice Personal Portfolio Service for clients with less than £150,000.
The service has been designed as a "high-value, cost-effective alternative" to the firm's existing managed portfolios and is headed up by chief investment officer Jon Cunliffe. Charles Stanley head of asset management Christopher Aldous (pictured) previously spoke about launching the service as part of an ongoing restructuring of the asset management division. It consists of five multi-asset funds designed for a range of risk profiles, classified by Distribution Technology, with targeted return levels over three to five years. The funds can invest in active and passive funds, ETFs,...
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