Company Profile

Charles Stanley Group PLC is a United Kingdom-based wealth management services company. The Company operates through three segments: Investment Management Services, Financial Planning Services and Central Financial Services. The Investment Management Services offers personal discretionary, advisory, and broker-led Execution-only services to private clients, trusts, charities, and companies. Its client includes financial advisers, defined benefit pension schemes, and institutional investors. The Financial Planning Services provide advice to the clients to plan and structure their wealth. The Central Financial Services include asset management serving retail and institutional intermediary markets and online investing via Charles Stanley Direct. The Company provides professional managed services, which includes bespoke investment service, foundation portfolio service, and advisory investment service.

Employees

800

Sector

Investment Management & Fund Operators

More about the company

09-22	Raymond James Announces Appointment of Anna Pollins as Chief Commercial Officer	CI
06-30	Raymond James Wealth Management Group Limited Announces Termination of Peter Derek Kilian Moores as Director on June 30, 2026	CI
06-26	Raymond James Wealth Management Group Limited Reports Earnings Results for the Full Year Ended September 30, 2025	CI
25-06-18	Raymond James Wealth Management Limited Auditor Raises 'Going Concern' Doubt	CI
25-06-18	Raymond James Wealth Management Limited Reports Earnings Results for the Full Year Ended September 30, 2024	CI
25-04-16	Raymond James Announces CEO Changes	CI
22-01-24	Charles Stanley Shares Delisted From London Exchange Following Raymond James Takeover	MT
22-01-21	Charles Stanley's Takeover by Raymond James Financial Closes	MT
22-01-20	Raymond James Financial, Inc. completed the acquisition of Charles Stanley Group PLC from Howard Family, Paul Abberley, Ben Money-Coutts and other shareholders.	CI
21-12-21	UK's Financial Watchdog OKs Charles Stanley's Takeover by Raymond James Financial	MT
21-12-14	Charles Stanley Group PLC Announces Change to Board Role	CI
21-12-13	Charles Stanley Group Changes Raymond James Unit's Deal Date	MT
21-11-30	Charles Stanley Group PLC Announce Directorate and Board Committee Changes	CI

22-01-24	Raymond James completes acquisition of Charles Stanley	AQ
21-11-21	H1 22: Interim results for six months ended 30 September 2021	PU
21-11-18	Charles Stanley : H1 2022 presentation	PU
21-08-26	Aberforth Partners LLP : - Form 8.3 - Charles Stanley Group plc	PR
21-08-24	Aberforth Partners LLP : - Form 8.3 - Charles Stanley Group Plc	PR

Manager	Title	Age	Since
Kim Jenson CEO	Chief Executive Officer	68	2025-04-15
Francesca Hampton DFI	Director of Finance/CFO	56	2024-02-15
Garry White PRN	Corporate Officer/Principal	-	2013-08-31

Director	Title	Age	Since
Hugh J. Grootenhuis CHM	Chairman	68	-
Marcia Campbell BRD	Director/Board Member	67	2017-10-15
Tash Elwyn BRD	Director/Board Member	55	2022-01-26

Date	Insider	Type	Main position	Quantity	% Market Cap.
1/17/22	Paul Andrew Abberley	Buy	Chief Executive Officer	32	0.0001%
1/17/22	Benjamin B. Money-Coutts	Buy	Chief Financial Officer	36	0.0001%
1/14/22	Paul Andrew Abberley	Buy	Chief Executive Officer	29	0.0001%

CHARLES STANLEY GROUP Stock

Stocks

CAY

GB0006556046

Investment Management & Fund Operators

Latest news: CHARLES STANLEY GROUP

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Managers and Directors: CHARLES STANLEY GROUP

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Company Profile

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5-day change	1-year change	3-year change	Capi.($)
CHARLES STANLEY GROUP	-.--%	+0.49%	-	-	364M
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Average	+0.74%	+3.10%	+2.43%	+96.72%	95.74B
Weighted average by Cap.	+0.81%	+2.50%	+2.47%	+94.73%