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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.) (Jun 2020)769
Revenue (FY, 2019)£155.2 M(+3%)
Share Price (Jul 2020)£2.5 (-1%)
Cybersecurity ratingBMore

Key People/Management at Charles Stanley Wealth Managers

David Howard

David Howard

Chairman
Paul Abberley

Paul Abberley

CEO
Ben Money-Coutts

Ben Money-Coutts

CFO
Marcia Campbell

Marcia Campbell

Non-Executive Director
Andrew Didham

Andrew Didham

Non-Executive Director
Hugh Grootenhuis

Hugh Grootenhuis

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 (31-Jul-2020)

130.2m

Closing stock price (31-Jul-2020)

2.5

Cash (30-Sept-2019)

67.9m

EV

76.0m
Charles Stanley Wealth Managers's current market capitalization is £130.2 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 Cybersecurity Score

Cybersecurity ratingPremium dataset

B

84/100

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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 Online and Social Media Presence

Charles Stanley Wealth Managers's Trends

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Charles Stanley Wealth Managers Blogs

March 11, 2020

Coronavirus highlights the deglobalisation trend

Assessing the short-term impact of the coronavirus on equity markets is extremely challenging, if not impossible. World leaders and central bankers have offered soothing words and financial support, but the progress of the virus and the economic impact of containment measures cannot be calculated w…
March 05, 2020

The US election and the stock market

Over the last week, there has been some clarification in the Democratic contest to find a Presidential candidate. The front runner, Bernie Sanders, continued to poll well – though not as well as some anticipated. He did not achieve a knock-out set of results in the 14 states with primary elections …
March 05, 2020

International trade winds and stock markets

There were attacks on the international order of promoting free trade before the coronavirus hit. Many emerging countries refused to make rapid progress to lower tariffs and fewer barriers to trade, wishing to protect their domestic industries and above all their farms. Donald Trump arrived with th…
February 28, 2020

Will the virus cause a recession?

The escalating coronavirus situation has now caused a market correction, defined by a fall in an equity index of 10% or more. Indeed, global equities had their worst week since 2008, the start of the financial crisis, as the virus that emerged in China late last year spread around the world. Wall S…
February 28, 2020

Last Week in the City: Will the virus cause a recession?

The escalating coronavirus situation has now caused a market correction, defined by a fall in an equity index of 10% or more. Indeed, global equities had their worst week since 2008, the start of the financial crisis, as the virus that emerged in China late last year spread around the world Wall St…
February 28, 2020

Europe’s technology plans fall short

My last two blogs described the problems being created by the novel coronavirus and the response of governments to the situation. I drew attention to the damage to revenues, profits and supply chains and to the gap between market expectations and current reality. That is now adjusting fast. I will …
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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 769 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 £201.8 k.

  • Who are Charles Stanley Wealth Managers competitors?

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

  • 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.