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Charles Stanley is one of the UK’s leading, independently-owned wealth managers tracing its origins back directly to 1792 and is one of the oldest firms on the London Stock Exchange. Charles Stanley provides holistic wealth management services to private clients, charities and smaller institutions. These are delivered by over 400 professionals located in 24 offices throughout the UK, both direct to clients and to intermediaries. Over the years we have constantly refined our proposition to meet the changing needs of our clients. Our services include personalised investment portfolio management, pooled solutions, financial planning advice and an award-winning execution-only dealing platform, Charles Stanley Direct.

Notice of 2017 Annual General Meeting

 
 

Paul Abberley
Chief Executive Officer

Strategy progressing

Group Highlights

Group returned to profitability
Core Business operating margin improved to 7.1%
Balance sheet strengthened and higher cash balances
2017 dividend increased by 20% to 6.0 pence per share

Investment managers remuneration arrangements successfully concluded
Transformation programme foundations in place
All non-core activities disposed of
Governance framework overhaul completed

Financial Highlights


Reported profit/(loss) before tax (£m)

 

Dividend per share (p)

Core Business1 profit before tax (£m)

 

Cash (£m)

Reported basic earnings per share (p)

 

FuMA (£bn)

Core Business1 earnings per share (p)

 

Discretionary funds (£bn)

 

1 Core Business represents the Group’s four main operating divisions being Investment Management Services, Asset Management, Financial Planning and Charles Stanley Direct, excluding held for sale activities and adjusted for one-off items.

Four main operating divisions

Our Core Business

Investment Management Services

Revenue £122.7m

Asset Management

Revenue £6.6m

Financial Planning

Revenue £5.0m

Charles Stanley Direct

Revenue £4.3m

 

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


 

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200