Charles Stanley Group

UK investment management company From Wikipedia, the free encyclopedia

Charles Stanley & Co. Limited is a UK-based investment management company, providing wealth management services to private clients, charities and smaller institutions.[1][2] Established in 1792, it was one of the oldest firms on the London Stock Exchange.[3]

IndustryWealth management
Founded1792
HeadquartersRopemaker Place
London, EC2Y
United Kingdom
Quick facts Type, Industry ...
Charles Stanley & Co. Limited
TypePrivately held company
IndustryWealth management
Founded1792
HeadquartersRopemaker Place
London, EC2Y
United Kingdom
Key people
Paul Abberley (CEO)
Revenue£155.2 million (2019)
£9.5 million (2019)
£11.0 million (2019)
Number of employees
850 (2019)
Websitecharles-stanley.co.uk
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History

A subsidiary of Charles Stanley & Co. Ltd., was first listed on the London Stock Exchange in 1852.[4] The company itself was incorporated and listed in 1896.[5] It offers four core services: wealth management, financial planning, an online execution-only platform, and asset management.[6]

Operations

In March 2019, it reported £24.1 billion of investments under management and administration.[7]

The board of directors is chaired by Sandy Kinney Pritchard, who was appointed to the position in February 2024.[8] Sir David Howard, stepped down as chair in 2024 and he was originally chief executive in 2014.[9] Paul Abberley steps down as chief executive in April 2025.[10] Kim Jensen replaces Paul as interim chief executive in April 2025 (subject to approval).[11][12]

In 2019, Charles Stanley reported revenues of £155.2 million.[13]

In July 2021, the company was sold to Raymond James Financial for £279 million.[14]

References

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