Above page content

    Site map  Cookie policy

Charles Stanley acquires Leeds-based Myddleton Croft

We are pleased to announce that Charles Stanley has acquired Myddleton Croft, an award-winning discretionary investment management firm.

Leeds city centre

Charles Stanley


We are pleased to announce that Charles Stanley has acquired Myddleton Croft, an award-winning discretionary investment management firm.

Formed in 2006 and based in Leeds, Myddleton Croft, provides discretionary investment management services and model portfolios to individuals, trusts, pension funds, charities and their advisers.  For the year ended 30 June 2018 Myddleton Croft had revenues of £1.1 million and has funds under management of £96.5 million

Speaking about the acquisition, Paul Abberley, Chief Executive says: “I am delighted to welcome the Myddleton Croft team to Charles Stanley who will further strengthen our presence in Yorkshire and the North East.  Myddleton Croft’s business model and client base, together with its well-established name and reputation, make it an excellent fit for us.

“We are committed to providing its clients with a seamless service and continuing the first-class levels of client care that they have come to expect and that we pride ourselves in delivering.  They will also be able to benefit from our broader range of services if needed.”  

The deal will see all of its investment managers join Charles Stanley.  Patrick Toes, Carolyn Black and Robert Feather will report into Simon Martin, Branch Manager of Charles Stanley Leeds, and Jonathan Baker, who now has overarching responsibility for Charles Stanley’s northern hub comprising Leeds and Manchester.   Charles Stanley’s Leeds office has continued growth plans and is currently recruiting for additional investment managers.

Julie Jones, Managing Director of Myddleton Croft says: “We are excited to be joining forces with Charles Stanley where we can achieve the next phase of business growth.  They offer the right mixture of culture, high service standards, and location without compromising our investment philosophy, which is important to us.”

Earlier in the year, Charles Stanley Leeds won a Yorkshire Financial Award for ‘Investment Team of the Year’.  This was in recognition of their consistent success and impressive results for clients since the office opened in 2008, combined with their in-depth knowledge of complex asset classes.  They also continually champion new technology to boost returns and mitigate risk for clients. 

FCA consent for change of control has been provided.

Get in touch

Find out more

Our focus on clients has endured since the foundation of Charles Stanley in 1792 and has helped make us one of the UK's leading wealth management firms. Your interests give shape to everything we do.

Please call us to talk about your circumstances or complete the enquiry form.

020 3797 1783

Make an enquiry

If you have some questions we'd be happy to help.

Get in touch

Coronavirus (COVID-19)

Our latest information

Stay updated

Subscribe to our weekly email newsletter.

Subscribe here

Local Office

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

Select an office