Charles Stanley & Co. Limited is a UK-based

investment management Investment management (sometimes referred to more generally as financial asset management) is the professional asset management of various Security (finance), securities, including shareholdings, Bond (finance), bonds, and other assets, such as r ...

company, providing

wealth management Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-hi ...

services to private clients, charities and smaller institutions. Established in 1792, it was one of the oldest firms on the

London Stock Exchange The London Stock Exchange (LSE) is a stock exchange based in London, England. the total market value of all companies trading on the LSE stood at US$3.42 trillion. Its current premises are situated in Paternoster Square close to St Paul's Cath ...

History

A subsidiary of Charles Stanley & Co. Ltd., was first listed on the London Stock Exchange in 1852. The company itself was incorporated and listed in 1896. It offers four core services: wealth management, financial planning, an online execution-only platform, and asset management.

Operations

In March 2019, it reported £24.1 billion of investments under management and administration. The board of directors is chaired by Sandy Kinney Pritchard, who was appointed to the position in February 2024. Sir David Howard, stepped down as chair in 2024 and he was originally chief executive in 2014.

Paul Abberley Paul Andrew Abberley (born March 1959) is the chief executive of Charles Stanley Group since 19 December 2014. Previously, he was the chief investment officer at Charles Stanley & Co. Limited since June 2014. Before that, he was head of investm ...

steps down as chief executive in April 2025.

Kim Jensen Kim Jensen (born October 24, 1961, in Brønderslev, Denmark) is former assistant national coach for the Danish women's national handball team. He was an active handballer in Brønderslev IF. He scored 91 goals and played 84 national games for the ...

replaces Paul as interim chief executive in April 2025 (subject to approval). In 2019, Charles Stanley reported revenues of £155.2 million. In July 2021, the company was sold to

Raymond James Financial Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage pri ...

for £279 million.

References

External links

* {{Authority control Financial services companies based in London Investment management companies of the United Kingdom Companies listed on the London Stock Exchange Financial services companies established in 1792 1792 establishments in England