| Company type | Privately held company |
|---|---|
| Industry | Wealth management |
| Founded | 1792 |
| Headquarters | Ropemaker Place London, EC2Y United Kingdom |
Key people | Paul Abberley (CEO) |
| Revenue | £155.2 million (2019) |
| £9.5 million (2019) | |
| £11.0 million (2019) | |
Number of employees | 850 (2019) |
| Website | charles-stanley |
Charles Stanley & Co. Limited is a UK-based investment management company, providing wealth management services to private clients, charities and smaller institutions. [1] [2] Established in 1792, it was one of the oldest firms on the London Stock Exchange. [3]
A subsidiary of Charles Stanley & Co. Ltd., was first listed on the London Stock Exchange in 1852. [4] The company itself was incorporated and listed in 1896. [5] It offers four core services: wealth management, financial planning, an online execution-only platform, and asset management. [6]
In March 2019, it reported £24.1 billion of investments under management and administration. [7]
The board of directors is chaired by Sandy Kinney Pritchard, who was appointed to the position in February 2024. [8] Sir David Howard, stepped down as chair in 2024 and he was originally chief executive in 2014. [9] Paul Abberley steps down as chief executive in April 2025. [10] Kim Jensen replaces Paul as interim chief executive in April 2025 (subject to approval). [11] [12]
In 2019, Charles Stanley reported revenues of £155.2 million. [13]
In July 2021, the company was sold to Raymond James Financial for £279 million. [14]