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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

Good progress in the Core Business

Group Highlights

Continued improvement in revenues and overall profitability
Strategy remains on track
Core Business¹ basic earnings per share up 9.8% on prior year

Disposal of remaining non-core activity completed
21.9% year-on-year increase in the Group’s regulatory capital resources
H1 2018 dividend increased to 2.5 pence per share

Financial Highlights


Core Business1 profit before tax (£m)

 

Reported profit before tax
(£m)

Core Business1 operating margin (%)

 

Reported basic earnings per share (p)

Core Business1 basic earnings per share (p)

 

Dividend
per share (p)

Discretionary funds
(£bn)

 

FuMA
(£bn)

 

1 The Core Business figures represent the results of our four main operating divisions, 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