Bringing you live news and features since 2006 

Charles Stanley appointed DFM partner for new Liberty Option SIPP


Charles Stanley has been appointed as a discretionary fund manager (DFM) partner to the new Liberty SIPP. 

Both Charles Stanley and Liberty offer services which are 5 star rated by Defaqto.  
The firm’s appointment as DFM partner coincides with the launch of Liberty SIPPs’ new product – The Liberty Option SIPP. 
Charles Stanley is one of the few selected DFMs to provide both a bespoke and model portfolio service to this new online SIPP service. This service is available through both of the firms’ sales teams with Charles Stanley offering a local service through its regional network of 32 offices around the UK.
The combination of Charles Stanley’s discretionary investment management and the Liberty Option SIPP offers a flexible and competitive charging structure to assist intermediaries in giving greater value to their clients. Liberty SIPP has merged its two self-invested personal pensions into the single Liberty Option SIPP product to make fees reflect the complexity of underlying assets. Previously the company offered two separate products, the Liberty SIPP and Liberty Icon SIPP.
James Stewart-Smith, director of intermediaries sales at Charles Stanley says: “The partnership with Liberty SIPP is something that we have worked on achieving for a while and I was delighted to conclude the deal just ahead of the launch of the Liberty Option SIPP.”
John Fox (pictured), managing director of Liberty SIPP, says: "Charles Stanley are an established and hugely respected brand within financial services and we are delighted to have partnered with them. Our goal is to offer their intermediary connections a SIPP that, as well as being flexible and low-cost, is easy and quick to use. We would like to think The Liberty Option SIPP is all of that and more."

Latest News

Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..
As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by