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Charles Stanley Wealth Managers

OverviewSuggest Edit

Charles Stanley is a client investment management firm. It focuses on the management of investment portfolios, wealth management, cash management, financial planning services. The company also manages finances for charities, trusts, and the Court of Protection awardees.

TypePublic
Founded1792
HQLondon, GBMap
Websitecharles-stanley.co.uk
Employee Ratings3.1More

Recent NewsAll News

Latest Updates

Employees (est.) (Dec 2020)850(+10%)
Revenue (FY, 2019)£155.2 M(+3%)
Share Price (Jan 2021)£3.1
Cybersecurity ratingBMore

Key People/Management at Charles Stanley Wealth Managers

David Howard

David Howard

Chairman
Paul Abberley

Paul Abberley

Chief Executive Officer
Ben Money-Coutts

Ben Money-Coutts

Chief Financial Officer
Chris Ainscough

Chris Ainscough

Director of Asset Management
Hugo Akerman

Hugo Akerman

Director of Private Clients
Marcia Campbell

Marcia Campbell

Non-Executive Director
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Charles Stanley Wealth Managers Office Locations

Charles Stanley Wealth Managers has offices in London, Aberdeen, Bath, Belfast and in 19 other locations
London, GB (HQ)
55 Bishopsgate
Aberdeen, GB
26 Carden Pl
Bath, GB
2 Gay St
Belfast, GB
7 Donegall Square W
Birmingham, GB
55 Calthorpe Rd
Bournemouth, GB
Colonnade House, 2 Westover Rd
Show all (23)

Charles Stanley Wealth Managers Financials and Metrics

Charles Stanley Wealth Managers Revenue

Charles Stanley Wealth Managers's revenue was reported to be £155.16 m in FY, 2019 which is a 2.8% increase from the previous period.
GBP

Revenue (H1, 2020)

85.4m

Net income (H1, 2020)

6.8m

EBIT (H1, 2020)

8.2m

Market capitalization (15-Jan-2021)

163.6m

Closing stock price (15-Jan-2021)

3.1

Cash (30-Sept-2019)

67.9m

EV

109.4m
Charles Stanley Wealth Managers's current market capitalization is £163.6 m.
Annual
GBPFY, 2017FY, 2018FY, 2019

Revenue

141.6m150.9m155.2m

Revenue growth, %

2%7%3%

Operating expense total

136.6m142.1m145.8m

EBIT

5.0m9.0m9.5m
Half Year
GBPH1, 2018H1, 2019H1, 2020

Revenue

74.6m77.7m85.4m

Operating expense total

70.7m73.0m76.0m

EBIT

4.1m4.7m8.2m

EBIT margin, %

5%6%10%
show all
Annual
GBPFY, 2017FY, 2018FY, 2019

Cash

52.1m65.6m71.2m

Accounts Receivable

137.7m169.2m160.9m

Current Assets

208.3m243.8m274.7m

PP&E

10.0m9.7m8.7m
Half Year
GBPH1, 2018H1, 2019H1, 2020

Cash

56.6m67.0m67.9m

Current Assets

166.4m214.6m238.5m

PP&E

10.1m9.1m19.9m

Goodwill

14.1m14.1m14.1m
show all
Annual
GBPFY, 2017FY, 2018FY, 2019

Net Income

6.3m8.7m9.0m

Depreciation and Amortization

5.4m4.9m3.7m

Accounts Payable

(941.0k)33.6m17.2m

Cash From Operating Activities

9.5m12.8m19.5m
Half Year
GBPH1, 2018H1, 2019H1, 2020

Net Income

5.5m4.2m6.8m

Depreciation and Amortization

2.8m2.0m2.8m

Accounts Payable

(42.2m)(37.7m)(38.9m)

Cash From Operating Activities

1.5m3.3m3.1m
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GBPFY, 2017

Revenue/Employee

166.3k

Financial Leverage

2.8 x

P/E Ratio

0.2
Show all financial metrics

Charles Stanley Wealth Managers Operating Metrics

FY, 2017H1, 2018FY, 2018H1, 2019FY, 2019H1, 2020

Offices

24 24 22 22 25 27

Funds under Management and Administration

£24 b£24.30 b£23.80 b£25 b£24.10 b£24.60 b

Funds under Management (Discretionary Funds)

£11.40 b£12.10 b£12.30 b£13.20 b£13.10 b£13.90 b

Funds under Management (Advisory Managed Funds)

£2.40 b£2.20 b£1.80 b£17 £1.50 b£1.50 b
Show all operating metrics

Charles Stanley Wealth Managers Acquisitions / Subsidiaries

Company NameDateDeal Size
Evercore Pan-Asset Capital Management LimitedNovember 27, 2013
Charles Stanley & Co. Limited
Charles Stanley Investment Choices Limited
Charles Stanley Pan Asset Capital Management Limited
Exempt Nominees Limited
Gryphon Investments Limited
Jobson James Financial Services Limited
Rock (Nominees) Limited

Charles Stanley Wealth Managers Revenue Breakdown

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Charles Stanley Wealth Managers revenue breakdown by business segment: 85.6% from Investment Management Services and 14.4% from Other

Charles Stanley Wealth Managers Cybersecurity Score

Cybersecurity ratingPremium dataset

B

87/100

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Charles Stanley Wealth Managers Online and Social Media Presence

Charles Stanley Wealth Managers's Trends

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Charles Stanley Wealth Managers Blogs

March 18, 2020

Covid-19: Three economic scenarios

Markets are governed by the duration and impact of the many measures being taken to limit and reduce the number of people contracting the COVID-19 virus.  This was the week when the western advanced world changed dramatically, with the governments deciding to ban or advise against all events, touri…
March 16, 2020

Fund ideas for your ISA allowance

The worldwide coronavirus outbreak will change the economic and market prospects for 2020, and how long the damage continues remains uncertain. A worst-case scenario would be a prolonged outbreak of the virus globally, with many more closures and significant economic disruption alongside the tragic…
March 13, 2020

The week the old bull died

The longest running bull market in history is now officially dead. It was killed by measures needed to deal with the new coronavirus pandemic, aided and abetted by the frustrations in the leadership of Saudi Arabia. The bull market lasted just over 11 years. In four days of trading this week the S&…
March 13, 2020

Last Week in the City: The week the old bull died

The longest running bull market in history is now officially dead. It was killed by measures needed to deal with the new coronavirus pandemic, aided and abetted by the frustrations in the leadership of Saudi Arabia. The bull market lasted just over 11 years. In four days of trading this week the S&…
March 12, 2020

The virus and the bear market

It is easy to predict that things will get worse economically before they get better, as the novel coronavirus spreads its chilling grip on more countries. It is very difficult to quantify the potential damage to output, turnover and company profits, as we still do not know how long the virus will …
March 11, 2020

UK interest rates slashed to deal with coronavirus

The novel coronavirus is spreading widely in Europe and America. Judging by what has happened in China and Italy, which have the most advanced problems, other countries will face rapid increases in cases. Governments may impose more restrictions on travel and economic activity, or people may simply…
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 Charles Stanley Wealth Managers Frequently Asked Questions

  • When was Charles Stanley Wealth Managers founded?

    Charles Stanley Wealth Managers was founded in 1792.

  • Who are Charles Stanley Wealth Managers key executives?

    Charles Stanley Wealth Managers's key executives are David Howard, Paul Abberley and Ben Money-Coutts.

  • How many employees does Charles Stanley Wealth Managers have?

    Charles Stanley Wealth Managers has 850 employees.

  • What is Charles Stanley Wealth Managers revenue?

    Latest Charles Stanley Wealth Managers annual revenue is £155.2 m.

  • What is Charles Stanley Wealth Managers revenue per employee?

    Latest Charles Stanley Wealth Managers revenue per employee is £182.5 k.

  • Who are Charles Stanley Wealth Managers competitors?

    Competitors of Charles Stanley Wealth Managers include Brewin Dolphin, Smith & Williamson and Rathbone Brothers.

  • Where is Charles Stanley Wealth Managers headquarters?

    Charles Stanley Wealth Managers headquarters is located at 55 Bishopsgate, London.

  • Where are Charles Stanley Wealth Managers offices?

    Charles Stanley Wealth Managers has offices in London, Aberdeen, Bath, Belfast and in 19 other locations.

  • How many offices does Charles Stanley Wealth Managers have?

    Charles Stanley Wealth Managers has 23 offices.