Charles Stanley Group

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]

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]

External links