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Acquisition of Myddleton Croft

We are pleased to announce that Charles Stanley has acquired Myddleton Croft. Charles Stanley & Co. Limited is one of the UK’s leading wealth management companies, dedicated to serving the private investor.

As members of the London Stock Exchange since 1852, Charles Stanley & Co. Limited is also one of the longest established UK brokers. The company provides a comprehensive range of tailored personal investment services to private clients, trusts, charities and pension funds. Charles Stanley currently has £24.4billion of client funds under management and administration (at 30 June 2019). Through its regional network of 25 offices across England, Scotland, Wales and Northern Ireland, the group provides private, corporate and institutional clients with a comprehensive range of financial planning and discretionary, advisory and execution-only products and services. 

Myddleton Croft have joined the team in Leeds who earlier in the year 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.

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.” 

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.”

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