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, GB
Websitecharles-stanley.co.uk
Employee Ratings3.2

Recent NewsAll News

Latest Updates

Employees (est.) (Dec 2021)800(-5%)
Job Openings21
Revenue (FY, 2021)£171.2 M(-1%)
Share Price (Nov 2021)£5.1
Cybersecurity ratingBMore
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Key People/Management at Charles Stanley Wealth Managers

David Howard

David Howard

Chairman
Paul Abberley

Paul Abberley

Chief Investment officer
Ben Money-Coutts

Ben Money-Coutts

Chief Operations Officer Financial Services Division
Hugo Akerman

Hugo Akerman

Director of Private Clients
Marcia Campbell

Marcia Campbell

Non-Executive Director and Risk Committee Chair
Andrew Didham

Andrew Didham

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
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Charles Stanley Wealth Managers Financials and Metrics

Charles Stanley Wealth Managers Revenue

Charles Stanley Wealth Managers's revenue was reported to be £171.15 m in FY, 2021
GBP

Revenue (H1, 2022)

91.9m

Gross profit (H1, 2022)

91.9m

Net income (H1, 2022)

3.6m

EBITDA (H1, 2022)

7.2m

EBIT (H1, 2022)

4.2m

Market capitalization (10-Nov-2021)

267.1m

Closing stock price (10-Nov-2021)

5.1

Cash (30-Sept-2021)

93.4m

EV

181.9m
Charles Stanley Wealth Managers's current market capitalization is £267.1 m.
Annual
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Revenue

150.9m155.2m173.0m171.2m

Gross profit

151.6m155.3m173.0m171.2m
Half Year
GBPH1, 2019H1, 2020H1, 2021H1, 2022

Revenue

77.7m85.4m81.9m91.9m

Gross profit

77.8m85.4m82.0m91.9m
Annual
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Cash

65.6m71.2m88.5m105.4m

Accounts Receivable

169.2m160.9m174.0m196.1m

Prepaid Expenses

4.6m2.9m3.0m6.1m
Half Year
GBPH1, 2019H1, 2020H1, 2021H1, 2022

Cash

67.0m67.9m92.1m93.4m

Accounts Receivable

145.3m158.8m197.3m212.0m

Prepaid Expenses

29.0k332.0k
Annual
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Net Income

11.4m11.0m17.3m13.4m

Depreciation and Amortization

4.9m3.7m6.0m6.3m

Accounts Payable

33.6m17.2m16.2m27.0m
Half Year
GBPH1, 2019H1, 2020H1, 2021H1, 2022

Net Income

5.1m8.1m4.8m4.7m

Depreciation and Amortization

2.0m2.8m3.5m2.9m

Accounts Payable

(37.7m)(38.9m)(10.1m)(29.9m)
GBPFY, 2018

EV/EBITDA

9.7 x

EV/EBIT

14.7 x

EV/CFO

10.7 x

Revenue/Employee

186.2k
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Charles Stanley Wealth Managers Operating Metrics

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

Offices

242422222527

Funds under Management and Administration

£24 b£24.3 b£23.8 b£25 b£24.1 b£24.6 b

Funds under Management (Discretionary Funds)

£11.4 b£12.1 b£12.3 b£13.2 b£13.1 b£13.9 b

Funds under Management (Advisory Managed Funds)

£2.4 b£2.2 b£1.8 b£17£1.5 b£1.5 b

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: 5.6% from CHARLES STANLEY DIRECT, 5.9% from FINANCIAL PLANNING and 88.6% from INVESTMENT MANAGEMENT SERVICES

Charles Stanley Wealth Managers revenue breakdown by geographic segment: 100.0% from UNITED KINGDOM

Charles Stanley Wealth Managers Cybersecurity Score

Cybersecurity ratingPremium dataset

B

85/100

SecurityScorecard logo

Charles Stanley Wealth Managers Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

50-59

out of 100

CSRHub logo

Charles Stanley Wealth Managers Online and Social Media Presence

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Charles Stanley Wealth Managers Blogs

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…

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…

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&…

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&…

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 …

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 800 employees.

  • What is Charles Stanley Wealth Managers revenue?

    Latest Charles Stanley Wealth Managers annual revenue is £171.2 m.

  • What is Charles Stanley Wealth Managers revenue per employee?

    Latest Charles Stanley Wealth Managers revenue per employee is £213.9 k.

  • Who are Charles Stanley Wealth Managers competitors?

    Competitors of Charles Stanley Wealth Managers include Brewin Dolphin, Smith & Williamson and Rathbones Group.

  • 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.