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Focusing on you

A strategic focus

Annual report and accounts 2016

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Notice of 2016 Annual General Meeting

Group highlights

  • – Strategic review completed and Core Business reorganised into four main operating divisions
  • – Detailed strategic implementation plans developed for each division
  • – Non-core activities disposed
  • – Group losses significantly reduced
  • – Group balance sheet strengthened
  • – 2016 dividend maintained at 5.0p per share

Financial highlights

Profit before tax from core business

Reported loss before tax

Earnings per share from Core Business

Reported earnings per share

Dividend per share

Business highlights


Discretionary funds

Fees from Core Business

Revenue from Core Business

Our clients

Private clients
Discretionary, Advisory and Execution-only investment services for the discerning private investor.

Personal and tailored Discretionary investment services for financial advisers and their clients.

A wide range of Discretionary investment services for organisations, with bespoke portfolios, detailed risk analysis and liability modelling.

Our Core Business’ four main operating divisions

Investment Management Services

The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and SIPP and ISA administration services.



Asset Management

The Asset Management division provides specialist asset management services through its range of pooled funds, active and passive model portfolios, IHT services and investment research to the Investment Management Services division and clients.



Financial Planning

The Financial Planning division provides financial planning and advice.



Charles Stanley Direct

Charles Stanley Direct provides direct-to-client online dealing and fund broking services.



Our brand

Our new corporate strategy is powerfully captured in a refreshed Charles Stanley brand, which brings to life our client-centred brand proposition: focusing on you. You will have seen the new brand identity unfold across our communications during 2016.

What we do

Client-focused investment management
Charles Stanley has a distinctive client-facing approach, offering a genuine personal service across the full range of investment management services. We provide these services in three forms: our time to interact with clients, our investment insights and our willingness to make investment decisions on clients’ behalf.

Holistic wealth management
We are committed to holistic wealth management. Broadly defined, wealth management includes our core capability for private clients, Investment Management Services; Asset Management Services, where our investment specialists manage pooled vehicles and funds; Financial Planning, where clients are advised on how they should plan their financial arrangements and deploy their investments; and Charles Stanley Direct, which gives clients the ability to access our services online without the need for direct personal contact.

Transformation journey to 2020

The journey to refocus our business has three phases:

• the strategic review, which is now largely complete
• implementation of the revised strategy, which has commenced
• to deliver a sizeable platform capable of sustainable growth.

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