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Charles Stanley Group

Charles Stanley Group
PUBLIC STATUS
701-800 EMPLOYEES
CAY STOCK SYMBOL
10 INVESTMENTS
$4.50 SHARE PRICE (As of Friday Closing)
Description

Charles Stanley Group PLC is a UK-based investment management company. The company's operating segment include Investment Management Services, Asset Management, Financial Planning, and Charles Stanley Direct. It generates maximum revenue from 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.

Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Asset Management
Stock Exchange
LON
Primary Office
  • 55 Bishopsgate
  • London EC2N 3AS
  • England, United Kingdom
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Charles Stanley Group Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$2.97 - $4.58 $222M $4.36 $0.29 12.8K 50.9M

Charles Stanley Group Financials Summary

In Thousands,
USD
TTM
30-Sep-2019
FY 2019
31-Mar-2019
FY 2018
31-Mar-2018
FY 2017
31-Mar-2017
Enterprise Value 61,975 95,977 164,296 124,488
Revenue 207,815 203,622 199,838 184,616
EBITDA 23,612 18,576 21,230 18,386
Net Income 14,757 11,816 11,567 8,160
Total Assets 349,849 401,094 394,628 308,136
Total Debt 16,869 0 0 0
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Charles Stanley Group Acquisitions (10)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000 01-Aug-2019 000000000000000000 Asset Management 0000 00000000
000-00000 0000000 04-Dec-2013 000000000000000000 Asset Management 0000 0000000
000000 00000 00000 16-May-2011 000000000000000000 00.00 Asset Management 00000 000000
000000000 17-Aug-2009 000000000000000000 Asset Management
Truro Stockbrokers 10-Jul-2008 Merger/Acquisition Brokerage
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Charles Stanley Group Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
00 000000000 00000 01-Jan-2008 000000000000000000 Completed
  • 0000000 0000000 00
EBS Pensions 21-Jul-2003 Merger/Acquisition 00.000 Completed
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Charles Stanley Group Subsidiaries (4)

Company Name Industry Location Founded
Pan-Asset Capital Management Asset Management London, United Kingdom 2007
000000000 Limited Partner London, United Kingdom 0000
000000000 00000 Asset Management Leeds, United Kingdom 0000
00000000 000000000 Other Financial Services Beverley, United Kingdom 0000
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Charles Stanley Group Executive Team (31)

Name Title Board
Seat
Contact
Info
Paul Abberley Chief Executive Officer & Board Member
Jonathan Cunliffe Chief Investment Officer
Anthony Scott Director & Head, Investments Management
Mike Lilwall Director
John Redwood Chief Global Strategist

9 Former Executives

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Charles Stanley Group Board Members (2)

Name Representing Role Since Contact
Info
00000 000000 Charles Stanley Group Chairman & Board Member 000 0000
0000 00000000 Charles Stanley Group Chief Executive Officer & Board Member 000 0000