Top Recommended HNW Wealth Managers
Multi-decorated major Charles Marment joined Charles Stanley after a distinguished career in the Honourable Artillery Company and has one of the largest and longest-standing client books in the capital.
Working alongside Freddy Barker, he’s front and centre of a firm that blends old-school charm with an acute understanding of the changing currents in the industry. ‘Ebullient and convivial’ is how one industry peer describes him.
Charles Stanley is resolutely dynamic in its approach, embracing a holistic style of wealth management with the intention of covering all the needs of clients under one roof. Its online platform offers a cost-efficient, simple way for clients to manage investments online.
As well as its innovative culture, the firm’s practice is embedded in an ability to leverage the experience of people such as Marment, who fly the flag for the firm’s traditionanchored, high-quality and discerning service. He describes ‘sweating out’ Q4 of last year to ‘enjoy a prompt about-turn upwards in Q1 2019’.
‘The reassurance of four managers with an average of 25 years’ experience all at Charles Stanley added extra robustness to advice to remain patient and to sit tight,’ he adds.