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.
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|---|---|---|---|---|
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Founded Year
|
— | 1983 | 2004 | 1762 |
|
Company Size
|
— | 2-10 | 11-50 | 51-200 |
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City
|
Doylestown, PA | London, London | ||
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Country
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United Kingdom | |||
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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
|
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