Charles Stanley is a UK-based

investment management Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institut ...

company, providing

wealth management Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high- ...

services to private clients, charities and smaller institutions. Established in 1792, it was one of the oldest firms on the

London Stock Exchange London Stock Exchange (LSE) is a stock exchange in the City of London, England, United Kingdom. , the total market value of all companies trading on LSE was £3.9 trillion. Its current premises are situated in Paternoster Square close to St Pau ...

History

A subsidiary of the group, Charles Stanley & Co. Ltd., was first listed on the London Stock Exchange in 1852. The Charles Stanley Group itself was incorporated and listed in 1896. The Group offers four core services: wealth management, financial planning, an online execution-only platform, and asset management.

Operations

In March 2019, it reported £24.1 billion of investments under management and administration. The group's board of directors is chaired by Sir David Howard, 3rd Baronet, who was appointed to the position in 1999. He stepped down as group chief executive in 2014. Paul Abberley replaced Howard as chief executive in December 2014. In 2019,

Charles Stanley Charles Frazier Stanley (born 1932) is Pastor Emeritus of First Baptist Church in Atlanta, Georgia, after serving as senior pastor for 49 years. He is the founder and president of In Touch Ministries, which widely broadcasts his sermons through te ...

reported revenues of £155.2 million. In July 2021, the company was sold to

Raymond James Financial Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage prim ...

for £279 million.

References

External links

* {{Authority control Financial services companies based in London Investment management companies of the United Kingdom Companies listed on the London Stock Exchange Financial services companies established in 1792 1792 establishments in England