Charles Stanley Wealth Managers
- Revenue£171.2 MFY, 2021
- Market Capitalization£267.1 M2021-11-10
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.
| Type | Public | |
| Founded | 1792 | |
| HQ | London, GB | Map |
| Website | charles-stanley.co.uk | |
| Employee Ratings |
Key People/Management at Charles Stanley Wealth Managers
David Howard
Paul Abberley
Ben Money-Coutts
Hugo Akerman
Marcia Campbell
Andrew Didham
Charles Stanley Wealth Managers Office Locations
Charles Stanley Wealth Managers Financials and Metrics
Charles Stanley Wealth Managers Revenue
| 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 |
| GBP | FY, 2018 | FY, 2019 | FY, 2020 | FY, 2021 |
|---|---|---|---|---|
Revenue | 150.9m | 155.2m | 173.0m | 171.2m |
Gross profit | 151.6m | 155.3m | 173.0m | 171.2m |
| GBP | H1, 2019 | H1, 2020 | H1, 2021 | H1, 2022 |
|---|---|---|---|---|
Revenue | 77.7m | 85.4m | 81.9m | 91.9m |
Gross profit | 77.8m | 85.4m | 82.0m | 91.9m |
| GBP | FY, 2018 | FY, 2019 | FY, 2020 | FY, 2021 |
|---|---|---|---|---|
Cash | 65.6m | 71.2m | 88.5m | 105.4m |
Accounts Receivable | 169.2m | 160.9m | 174.0m | 196.1m |
Prepaid Expenses | 4.6m | 2.9m | 3.0m | 6.1m |
| GBP | H1, 2019 | H1, 2020 | H1, 2021 | H1, 2022 |
|---|---|---|---|---|
Cash | 67.0m | 67.9m | 92.1m | 93.4m |
Accounts Receivable | 145.3m | 158.8m | 197.3m | 212.0m |
Prepaid Expenses | 29.0k | 332.0k |
| GBP | FY, 2018 | FY, 2019 | FY, 2020 | FY, 2021 |
|---|---|---|---|---|
Net Income | 11.4m | 11.0m | 17.3m | 13.4m |
Depreciation and Amortization | 4.9m | 3.7m | 6.0m | 6.3m |
Accounts Payable | 33.6m | 17.2m | 16.2m | 27.0m |
| GBP | H1, 2019 | H1, 2020 | H1, 2021 | H1, 2022 |
|---|---|---|---|---|
Net Income | 5.1m | 8.1m | 4.8m | 4.7m |
Depreciation and Amortization | 2.0m | 2.8m | 3.5m | 2.9m |
Accounts Payable | (37.7m) | (38.9m) | (10.1m) | (29.9m) |
| GBP | FY, 2018 |
|---|---|
EV/EBITDA | 9.7 x |
EV/EBIT | 14.7 x |
EV/CFO | 10.7 x |
Revenue/Employee | 186.2k |
Charles Stanley Wealth Managers Operating Metrics
| FY, 2017 | H1, 2018 | FY, 2018 | H1, 2019 | FY, 2019 | H1, 2020 | |
|---|---|---|---|---|---|---|
Offices | 24 | 24 | 22 | 22 | 25 | 27 |
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 Name | Date | Deal Size |
|---|---|---|
| Evercore Pan-Asset Capital Management Limited | November 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
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
Charles Stanley Wealth Managers Environment, Social & Governance (ESG) Ratings
Charles Stanley Wealth Managers Online and Social Media Presence
8.2k Twitter followers
Charles Stanley Wealth Managers has 8.2k Twitter Followers. The number of followers has increased 0.4% quarter over quarter
Charles Stanley Wealth Managers's Trends
Twitter Engagement Stats for @_CharlesStanley
15.1k
Tweets
3.5k
Following
8.2k
Followers
58
Tweets last 30 days
0.3
Avg. likes per Tweet
81%
Tweets with engagement
Charles Stanley Wealth Managers Blogs
Covid-19: Three economic scenarios
Fund ideas for your ISA allowance
The week the old bull died
Last Week in the City: The week the old bull died
The virus and the bear market
UK interest rates slashed to deal with coronavirus
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.
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