Charles Stanley Group Overview
- Status
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Private
- Employees
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879
- Latest Deal Type
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M&A
- Financing Rounds
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2
- Investments
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11
Charles Stanley Group General Information
Description
Charles Stanley Group PLC is a UK-based investment management company. The company's operating segment includes Investment Management Services, Financial Planning, and Charles Stanley Direct. It generates maximum revenue from the Investment Management Services segment. The company focuses on providing comprehensive personalized service to private clients such as managing discretionary portfolios, providing investment advice and offering execution-only services.
Contact Information
Website
www.charles-stanley.co.ukCorporate Office
- Ropemaker Place
- 25 Ropemaker Street
- London EC2Y 9LY
- England, United Kingdom
Corporate Office
- Ropemaker Place
- 25 Ropemaker Street
- London EC2Y 9LY
- England, United Kingdom
Charles Stanley Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Charles Stanley Group Comparisons
Industry
Financing
Details
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Charles Stanley Group Competitors (1)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Hargreaves Lansdown | Pending Transaction (PE) | Bristol, United Kingdom | 0000 | 000000000000 |
Charles Stanley Group Executive Team (39)
| Name | Title | Board Seat |
|---|---|---|
| Paul Abberley | Chief Executive Officer & Board Member | |
| Francesca Hampton | Chief Financial Officer & Board Member | |
| Michael Bennett | Chief Operating Officer | |
| Ian Sackfield | Managing Director of IMS & Executive committee Member | |
| John Porteous | Managing Director of Charles Stanley Central Financial Services |
Charles Stanley Group Board Members (8)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000 00000 | Self | Independent Non-Executive Director & Member of Nomination, Remuneration and Risk Committees | 000 0000 |
| 0000000 000000 | Self | Board Member | 000 0000 |
| 00000 000000 | Self | Chairman & Board Member | 000 0000 |
| 000000000 0000000 | Charles Stanley Group | Chief Financial Officer & Board Member | 000 0000 |
| 0000 00000000 | Charles Stanley Group | Chief Executive Officer & Board Member | 000 0000 |
Charles Stanley Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Charles Stanley Group Acquisitions (11)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Brown Shipley (Court of Protection Business) | 31-Jul-2023 | 0000000000 | Other Financial Services | ||
| Myddleton Croft | 01-Aug-2019 | 0000000000 | 00.000 | Asset Management | 0000 0000 |
| Pan-Asset Capital Management | 04-Dec-2013 | 0000000000 | Asset Management | 0000 0000 | |
| Jobson James Financial Services | 16-May-2011 | 0000000000 | 00.00 | Asset Management | 00000 000 |
| Matterley | 17-Aug-2009 | Merger/Acquisition | Asset Management |
Charles Stanley Group Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Matterley | Asset Manager | London, United Kingdom | 2007 |
| Myddleton Croft | Asset Management | Leeds, United Kingdom | 0000 |
Charles Stanley Group ESG
Peers Analysis
Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.
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Charles Stanley Group FAQs
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Who is the CEO of Charles Stanley Group?
Paul Abberley is the CEO of Charles Stanley Group.
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Where is Charles Stanley Group headquartered?
Charles Stanley Group is headquartered in London, United Kingdom.
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What is the size of Charles Stanley Group?
Charles Stanley Group has 879 total employees.
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What industry is Charles Stanley Group in?
Charles Stanley Group’s primary industry is Consulting Services (B2B).
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Is Charles Stanley Group a private or public company?
Charles Stanley Group is a Private company.
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What is the current valuation of Charles Stanley Group?
The current valuation of Charles Stanley Group is 00000.
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What is Charles Stanley Group’s current revenue?
The current revenue for Charles Stanley Group is 000000.
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Who are Charles Stanley Group’s competitors?
Hargreaves Lansdown is a competitor of Charles Stanley Group.
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