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Charles Stanley adds managed portfolios to 7IM platform


Charles Stanley’s range of managed portfolios will now be available to advisers through the 7IM platform.

A total of 15 Distribution Technology risk-rated managed portfolios will be available through the platform, including five portfolios where Charles Stanley’s signature dynamic asset allocation decisions are implemented via passive investments, and 10 which use active third-party managers, combining asset allocation expertise with the expert analysis of the experienced collectives research team.
Two of the passive portfolio range – Dynamic Passive 2 and 3 – were recognised at the 2018 Portfolio Adviser Wealth Manager Award, earning Platinum and Gold awards respectively, underscoring the strength of the dynamic passive investment approach.
The addition of the managed portfolios to the 7IM platform marks the 10th platform through which advisers can access Charles Stanley managed portfolios and was predominantly in response to demand from advisers.
Steve Hill, Head of Intermediary Sales at Charles Stanley, says: “Adding our range of managed portfolios to the 7IM platform is another signal of our commitment to serving the intermediary market. We believe we offer an extremely compelling managed portfolio service and this move will enable more advisers to access them on behalf of their clients.  We are also in the process of appointing two dedicated MPS sales managers to the team, who will focus on promoting our unique blend of active and passive investing.”

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