Charles Stanley Group

Charles Stanley
Company type	Privately held company
Industry	Wealth management
Founded	1792
Headquarters	Bishopsgate; London, EC2; United Kingdom
Key people	Paul Abberley (CEO); Sir David Howard, 3rd Baronet (Chairman)
Revenue	£155.2 million (2019)
Operating income	£9.5 million (2019)
Net income	£11.0 million (2019)
Number of employees	Circa 850 (2019)
Website	charles-stanley.co.uk

Charles Stanley 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 Sir David Howard, 3rd Baronet, who was appointed to the position in 1999.^[8] He stepped down as chief executive in 2014.^[9] Paul Abberley replaced Howard as chief executive in December 2014.^[10]

In 2019, Charles Stanley reported revenues of £155.2 million.^[11]

In July 2021, the company was sold to Raymond James Financial for £279 million.^[12]

References

^ Lynn, Alex (27 April 2016). "200-year-old wealth management firm to consolidate offices". Bridginf & Commercial Distributor. Retrieved 24 May 2016.
^ Smith, Warren (19 April 2016). "Charles Stanley PLC (LON:CAY) Issued With 'Buy' Rating At Peel Hunt". FTSE News. Retrieved 24 May 2016.
^ Lobo, Dylan (18 April 2016). "Charles Stanley investment head exits". Wealth Manager. Retrieved 24 May 2016.
^ Charles Stanley & Co.
^ "Charles Stanley Plc". Companies House. Retrieved 24 May 2015.
^ Bucak, Selin (18 December 2015). "Paul Abberley: Charles Stanley's three key targets". Wealth Manager. Retrieved 24 May 2016.
^ Bueso, Alexander (31 May 2019). "Charles Stanley beats forecasts with full-year numbers, raises payout". Sharecase. Retrieved 31 May 2019.^{[permanent dead link]}
^ "Charles Stanley CEO Howard to step down after 40 years". Archived from the original on 2021-12-01.
^ Phillipps, James (25 September 2021). "Charles Stanley's Howard steps down as chief executive". Wealth Manager. Archived from the original on 2015-09-30.
^ Bambrough, Billy (26 November 2015). "More cost cutting to come at Charles Stanley". City AM. Retrieved 24 May 2016.
^ "Charles Stanley hikes dividend after profits beat expectations".
^ Hosking, Patrick. "Charles Stanley loses its independence to US wealth manager after 229 years". The Times. ISSN 0140-0460. Retrieved 2021-12-01.

External links

Official website

Zdroj:https://en.wikipedia.org?pojem=Charles_Stanley_Group
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[1] Lynn, Alex (27 April 2016). "200-year-old wealth management firm to consolidate offices". Bridginf & Commercial Distributor. Retrieved 24 May 2016.

[2] Smith, Warren (19 April 2016). "Charles Stanley PLC (LON:CAY) Issued With 'Buy' Rating At Peel Hunt". FTSE News. Retrieved 24 May 2016.

[3] Lobo, Dylan (18 April 2016). "Charles Stanley investment head exits". Wealth Manager. Retrieved 24 May 2016.

[4] Charles Stanley & Co.

[5] "Charles Stanley Plc". Companies House. Retrieved 24 May 2015.

[6] Bucak, Selin (18 December 2015). "Paul Abberley: Charles Stanley's three key targets". Wealth Manager. Retrieved 24 May 2016.

[7] Bueso, Alexander (31 May 2019). "Charles Stanley beats forecasts with full-year numbers, raises payout". Sharecase. Retrieved 31 May 2019.^{[permanent dead link]}

[8] "Charles Stanley CEO Howard to step down after 40 years". Archived from the original on 2021-12-01.

[9] Phillipps, James (25 September 2021). "Charles Stanley's Howard steps down as chief executive". Wealth Manager. Archived from the original on 2015-09-30.

[10] Bambrough, Billy (26 November 2015). "More cost cutting to come at Charles Stanley". City AM. Retrieved 24 May 2016.

[11] "Charles Stanley hikes dividend after profits beat expectations".

[12] Hosking, Patrick. "Charles Stanley loses its independence to US wealth manager after 229 years". The Times. ISSN 0140-0460. Retrieved 2021-12-01.

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