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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 27 locations and 850 professionals. Its wealth management services are provided direct to clients and to intermediaries.
 

 HY 2020  presentation                    Download the report         

 
 

Paul Abberley
Chief Executive Officer

At a glance

Group highlights

- Revenues up 9.9% to £85.4 Million (H1 2019: £77.7 million)

- Underlying profit before tax up 71.9% to £9.8 million (H1 2019: £5.7 million)

- Underlying profit margin up 190 bps to 11.2% (H1 2019: 9.3%)

- Underlying earnings per share up by 74% to 16.13 pence (H1 2019: 9.27 pence)

- Interim dividend increased by 9.1% to 3.0 pence per share

- 7.4% year-on-year increase in Group's regulatory capital resources

- Restructuring programme on course

 

Financial Highlights
 

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 investments management teams under the revised remuneration arrangements settled in 2017, expressed as a percentage of underlying revenues.
3. Return on capital employed represents reported operating profit for FY 2018 and FY 2019, and a rolling 12-month operating profit for H1 2020 divided by capital employed (total assets less current liabilities as at the reporting period).

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.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.

3.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