Charles Stanley

Charles Stanley Operating Metrics

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Charles Stanley key operating metrics including Funds under Management (Discretionary Funds), environmental, and social and governance score (ESG).

Funds under Management (Discretionary Funds)

£13.9B

5.3%

H1, 2020

Funds under Management and Administration

£24.6B

1.6%

H1, 2020

Offices

22.7%

H1, 2020

Operating Metrics

Metrics	FY, 2017	FY, 2018	FY, 2019
Funds under Management (Discretionary Funds)	£11.4B	£12.3B	£13.1B
Funds under Management and Administration	£24.0B	£23.8B	£24.1B
Offices	24	22	25
FTSE UK Private Investor Balanced Index	£4.1K	£4.1K
Funds under Administration (Execution-Only Funds)	£8.4B	£8.3B	£8.2B
Funds under Administration (Advisory Dealing Funds)	£1.8B	£1.7B	£1.3B
Funds under Management (Advisory Managed Funds)	£2.4B	£1.8B	£1.5B
MSCI WMA Private Investor Balanced Index			£1.6K

40-49 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub