Charles Stanley

Charles Stanley

Investment-Management

Industry Category
Investment-Management
Company Description

Charles Stanley stands as a premier investment management firm, dedicated to providing bespoke investment portfolios and tailored financial advice. With a rich history dating back to 1792, Charles Stanley has consistently focused on creating financial security for individuals, charities, institutions, and professional advisors. The firm's commitment to excellence and client satisfaction is evident in its comprehensive range of services.

Operating from multiple locations including its primary office at Ropemaker Place, 25 Ropemaker Street, London, EC2Y 9LY, GB, and additional offices at 2 Multrees Walk, Edinburgh, Scotland EH1 3DQ, GB, and 22 St John Street, Manchester, M3 4EB, GB, Charles Stanley delivers top-tier wealth management solutions. The firm’s extensive network ensures clients receive personalized attention and expert guidance, fostering long-term financial success and stability.

Charles Stanley, as part of Raymond James Wealth Management, offers specialist awards and damages services, fiduciary management, execution-only share dealing, ISAs & SIPPs, corporate & employee wealth management, discretionary & advisory portfolio management, financial planning, model portfolios, and fund management. Charles Stanley continues to build upon its legacy of trust, expertise, and client-focused service. We invite the management of Charles Stanley to create a customized and exclusive company showcase and product listing on our platform, to enhance its already strong market presence.

Key Personnel / Employees
Ray Parsons Mark Merten-Jones Chartered FCSI Simon Davis Clive Worlock Chartered FCSI

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Compare Charles Stanley with 3 companies in Investment-Management

4 Companies
Comparison Field
Charles Stanley
Charles Stanley
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Founded Year
1983 2004 1762
Company Size
2-10 11-50 51-200
City
Doylestown, PA London, London
Country
United Kingdom
Skills & Keywords Comparing with main company
15 Total Skills
Investment Management Wealth Management Financial Planning Portfolio Management Financial Advice Bespoke Investments ISAs & SIPPs Specialist Awards & Damages Services Fiduciary Management Execution-Only Share Dealing Corporate & Employee Wealth Management Discretionary & Advisory Portfolio Management Model Portfolios Fund Management Online Execution-Only (www.cs-d.co.uk)
11 Total 11 Unique
Unique Skills:
Accumulation Business Planning Estate Planning Insurance Planning Investment Expertise Investment Strategies +5
10 Total 2 Common 8 Unique
Match 13%
Common Skills:
Investment Management Wealth Management
Unique Skills:
Asset Management FX trading & FX advisory Global Asset Allocation Hedge overlay services Investment Manaagement Multi-asset volatility trading +2
7 Total 2 Common 5 Unique
Match 13%
Common Skills:
Investment Management Wealth Management
Unique Skills:
Charities Equities Income Pensions Retirement Asset Services
4
Total Companies
1762
Oldest Founded
1
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Charles Stanley 查尔斯·斯坦利 चार्ल्स स्टेनली تشارلز ستانلي Чарльз Стэнли