Alistair King Email & Phone Number

I invest money for a hand-picked list of wealthy individuals. I build and maintain bespoke portfolios that suit their current and long term requirements, and I manage and adapt those portfolios as their needs change. Invariably I do the same for their friends and children.We operate with a pure fee structure of 0.9% (lower over £1m) if you maintain KYC and risk appetite information for your client, 1.25% if we do (but falling to 0.3% over £1m).Why come to Charles Stanley? We're well established - we've been around for over 200 years; We're focussed on private clients and trusts - we don't get involved in other areas of finance that might distract us; We have a strong research capability with dedicated sector and asset class analysts; We have a rigorous risk monitoring process and good administration,Why me and his team? I have been managing portfolios for over 20 years and have built a useful arsenal of experience and I have two investment managers who support me - giving us depth and breadth. I look after a focussed and very manageable number of clients; I will want a long term relationship with you and your clients and I will build them a truly bespoke portfolio; I have a well defined investment process which delivers consistent outperformance.I trained and worked as an equity analyst for ten years at Charles Stanley culminating in being joint Head of Research. This has given me invaluable skills in selecting investments and understanding companies and markets. When my clients ask me about decisions that I have made in their portfolio - I can explain it to them because I am not a relationship manager fronting decisions made by a central model portfolio.Typically my clients are high earning professionals with taxable accounts, ISAs and SIPPs or retired wealthy individuals with inheritance tax planning bonds and Trusts. In most cases I will work with a financial planning consultant to structure their investments tax efficiently.

Listed skills include Investments, Wealth Management, Portfolio Management, Investment Management, and 16 others.