Wealth Manager - the site for professional investment managers

WM - Wealth Manager
Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: Charles Stanley, Edinburgh

We shine a spotlight on Charles Stanley's Edinburgh office.

Office Spotlight: Charles Stanley, Edinburgh

Year current office opened: 2002

Number of staff: 19

Number of clients: 2400

Assets under management: £650m

Average portfolio size: £250k

Top three fund picks:

Samarang Asian Prosperity

Man GLG Undervalued Assets

Arbrook G10 American Equities

Q&A with Christopher Clayhills-Henderson (left) and Ian Harley (right), branch managers at Chalres Stanley, Edinburgh


What is your typical client demographic?

As we cover a large geographic area, our client bank varies greatly. While we have a core of clients who are typical of the private client industry, we also look after a number of charities, trusts and corporate accounts. We are increasingly reaching out to the next generation and assisting our clients with intergenerational planning.

What differentiates your region?

The challenging geography is something that characterises our region. As we have clients all over Scotland, client visits require strategic planning, which is a vital part of the personal service that we pride ourselves on and has the added benefit of allowing us to visit some of the most beautiful parts of the country.

What challenges are facing your local area? 

As Scotland has a devolved government and its own legal system, this occasionally throws up issues of integrating our documentation with our English colleagues.

Bullish or bearish?

Bearish. Although bull markets do not die of old age, this one is starting to look long in the tooth and there are a number of economic indicators which are now pointing to a slowing global economy.

What is the best thing about living in your region?

Edinburgh really is a city that punches above its weight. It offers cultural experiences on par with much larger cities and, unsurprisingly, has become a magnet for tourism. It is also surrounded by some stunning scenery and great countryside for outdoor pursuits.

What is a typical saying in your region?

‘You’ll have had your tea’ – even though Scots are well known for their hospitality. In folklore, Edinburgh has something of a reputation for being less generous than other parts of Scotland, and this greeting is meant to discourage visitors from expecting any lavish hospitality!

What is your office motto?

‘The client comes first’. The client outcome is always foremost in our minds, regardless of the effort that we have to put in to achieve it.

Share this story

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Share this story


Top stories

Read More