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Reports and Accounts

Charles Stanley provides holistic wealth management services to private clients, charities, trusts and institutions. Its origins trace back to 1792 and it is one of the oldest firms on the London Stock Exchange. The Company has a national presence, with 26 locations and 800 professionals. Its wealth management services are provided direct to clients and to intermediaries.
 

 FY 2021  presentation                    Download RNS          Download FY21 ARA      

 
 

Paul Abberley
Chief Executive Officer

At a glance

Group highlights

- Revenues remained stable at £171.2 million in FY 2021

- Year-on-year Group FuMA increased 26.7% at £25.6 billion

- FY 2021 dividend increased by 33.3% to 12.0 pence per share

- Group’s capital resources increased 6.9% to £100.6 million

- Evolving holistic proposition – Meeting the changing needs of clients and developing relationships across different stages of their financial journey by broadening our service offering

- Improving staff satisfaction with increased score of 79% from 75%, a big achievement in light of the COVID-19 pandemic

 

Assets at a Glance

Assets at a Glance

 

1. The underlying figures represent the Group results excluding adjusting items.
2. This represents the underlying profit as defined in note 1 above and excluding the charge in respect of non-cash share options awarded to certain investment management teams under revised remuneration arrangements settled in 2017, expressed as a percentage of underlying revenues.
3. Return on capital employed represents reported operating profit for FY 2021 and FY 2020 divided by capital employed (total assets less current liabilities as at the reporting period).

Our Core Business

Holistic-Wealth-Management_Diagram

CS_Overview-of-Strategic-Principles_Diagram

Get in touch

We're always happy to help

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

020 7739 8200