Media centre

Find our most recent press releases and insights, along with more information about our media spokespeople and the press team.

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Media contacts

Head of Communications

Joanne Higginson

media@charles-stanley.co.uk

Senior PR Manager

Francesca Hart

media@charles-stanley.co.uk

07955 818838

Media Agency

VCCP Roar

Ursula Delaney (Director), Sandy Downs & Olivia Nelson

charles-stanley@vccproar.com

07392 106925, 07384 907528

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Latest press releases

Corporate News

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Date
Charles Stanley merges Asset Management Research and Intermediary Sales to form one centralised investment team as it moves forwards as Raymond James Wealth Management	11 Dec, 25
Raymond James Wealth Management appoints Martina Kay as Group Chief People Officer	28 Nov, 25
Charles Stanley selects SS&C Hubwise to make its MPS ranges available to IFAs	28 Oct, 25
Charles Stanley strengthens its Investment Management Services team with two senior hires	3 Sep, 25
Charles Stanley appoints new Sustainable Portfolio Lead	12 Aug, 25
Charles Stanley strengthens its Intermediary Sales Team with three new hires	28 Jul, 25
Kim Jenson appointed Charles Stanley and Raymond James Wealth Management interim CEO	15 Apr, 25
Charles Stanley Boosts Fiduciary Management Division with Appointment of Chris Haywood	7 Mar, 25
Charles Stanley appoints Paul Measures as Head of Intermediary Sales and Strategic Partnerships (North)	13 Feb, 25
Charlotte Aspinall joins Charles Stanley as Senior Investment Manager	1 Oct, 24
Raymond James Wealth Management announces two senior hires	23 Jan, 23
Charles Stanley bolsters research capabilities with two senior hires	7 Nov, 23
Charles Stanley Direct launches Cash Savings	2 Nov, 23
Charles Stanley appoints Paris Jordan as Head of Responsible Investing	18 Oct, 23
Charles Stanley to partner with Fairstone as its MPS provider	12 Oct, 23
Charles Stanley bolsters team with another senior hire in Kent	27 Sept, 23
Charles Stanley grows Court of Protection business with three new hires	10 Aug, 23

Charles Stanley is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Intergenerational Wealth and Financial Planning

Publication	Campaign	Date
Wealthy individuals making financial gifts to loved ones but it'll come with a cost!		9 Dec, 25
A fifth of HNWs over 55 unaware that pensions are set to become liable to IHT		27 Oct, 25
Misplaced confidence over IHT rules leave Brits with wrong assumptions over tax liability		4 Aug, 25
Motherly instincts - women consider children first when thinking about wealth planning, while men prioritise their spouse	Reshaping the definition and purpose of money	18 Feb, 25
For richer for poorer: divorce leaving women feeling financially vulnerable, but boosting net worth		22 Jan, 25
More than a quarter of HNW Baby Boomers have not saved for later-life care costs	Wealth Under Pressure: Navigating family wealth challenges in changing times	5 Aug, 24
One in seven HNWs feel extreme financial pressure supporting multiple generations	Wealth Under Pressure: Navigating family wealth challenges in changing times	15 Mar, 24
Charles Stanley and AKG - 75% of people have not taken financial advice in last five years whilst inflation woes leave some regretting this decision		9 Nov, 23

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Charles Stanley Direct

Publication	Date
DIY investors most concerned over increased rates of tax on property dividends and savings and Cash ISA reduction	16 Dec, 25
Fortune tellers Investors predict best buys following market dip	16 Jun, 25
Carpe diem: Nearly a third of DIY investors bought stocks during tariff-induced market dip	2 Jun, 25
Cash is King: DIY investors increased cash holdings following tariff turmoil	28 May, 25
ISA misconceptions see savers lose out on investing opportunities	17 Apr, 25
Quarter of ISA holders unaware of yearly allowances	3 Apr, 25
Retirement savings under threat: Investors seek to drawdown pensions early or reduce pension contributions following Reeves’ pension changes	10 Jan, 25
Capital Gains Tax changes prompts DIY investors to reorganise investments	9 Jan, 25
DIY investors adjust interest rate expectations	18 Dec, 24
Millennial investors’ risk appetite increases post Budget	16 Dec, 24
Sun, Sand, and Suspicious Stock Picks: one in six DIY investors are picking their portfolios at the poolside	7 Aug, 24
Confidence driving significant risk appetite in UK’s DIY Investor community	30 Jul, 24
DIY Investors back FTSE bull run	26 Jul, 24
The pension age myth; two in five Brits plan to work full-time after the state pension age	19 May, 23

Charles Stanley is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Entrepreneurs & Business Owners

Fortune Favours: Business Owners and Entrepreneurs

Publication	Campaign	Date
Female business owners plan to keep business in the family	Report: Female Founders	11 Mar, 25
The new breadwinner: half of female British business leaders are the sole or primary breadwinner in their household	Report: Female Founders	15 Jan, 25
Covid corporations - 1.43m businesses were founded during the Pandemic	Opportunities in Adversity: Tough times make brilliant businesses	11 Sep, 24
AI-ntrepreneurs assemble!: Britain poised for tech powered boom as AI inspires 35% of entrepreneurs to set up a new venture		19 Jul, 24
Opportunity in adversity - Half of British business owners think entrepreneurship is about to boom	Opportunities in Adversity: Tough times make brilliant businesses	18 Jun, 24
Phoenix founders: one in three business owners admit their first business was a failure	Phoenix Founders: Rising from the ashes	19 Feb, 24
Family misfortunes: Business owners have no confidence in their relatives’ ability to keep business booming		17 Jan, 24

Charles Stanley is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Fiduciary Services

Publication	Campaign	Date
DB trustee exodus slows, but attrition is driven by onerous reporting requirements	Fiduciary Management Report: Going for growth	1 Jan, 24
Crisis, what crisis? DB trustees leave LDI upheaval with confidence in LDI strategies		28 Sept, 23

Charles Stanley is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

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Company insights

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