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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 25 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.

 FY 2019 presentation                    FY 2019 Annual report and accounts         


Paul Abberley
Chief Executive Officer

At a glance

Group highlights

- Further growth in Discretionary funds, up to 6.5%
- Higher revenues across all divisions with Financial Planning and Charles Stanley Direct continuing to build scale
- FY 2019 dividend increase by 9.4% to 8.75 pence per share
- 12.0% increase in Group's regulatory capital resources
- FY 2020 focus on simplification and standardisation of structures and processes to deliver an integrated business model and seamless customer proposition

Financial highlights


Group Core Business Revenue1

1. The Core Business figures represent the results of the Group’s main operating divisions, excluding held for sale activities and adjusting items.
2. This represents the Core Business 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 Core Business revenues.
3. Return on capital employed represents reported operating profit as shown on page 97 divided by capital employed (total assets less current liabilities).

Our Core Business

1.Investment Management Services

Offering personal Discretionary, Advisory and Execution-only services to private clients, trusts, charities and companies. Our premium and bespoke service creates deepd relationships with clients, typically generating reliable revenue yields.

2.Asset Management

Provides a range of pooled funds and bespoke solutions, including model portfolios, open-ended investment company (OEIC) funds and Inheritance Tax solutions. Clients include financial advisers, defined benefit pensions schemes, institutional investors and high net worth individuals.

3.Financial Planning

Our experienced financial planners provide advice to help our clients plan and structure their wealth. As the savings, pensions and inheritance tax landscope becomes ever more complex, they provide a range of personalised solutions working in partnership with our Investment Management Services division.

4.Charles Stanley Direct

Our award-winning digital Execution-only platform enables self-directed investors who choose to manage their own money to utilise our dealing, settlement and custody services, covering a wide range of funds, shares, gilts and bonds.

Transformation journey

Get in touch

We're always happy to help

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

020 7739 8200