Charles Stanley

Overview

Established in 1792, Charles Stanley is a UK-based investment management firm offering wealth management and financial planning services to private clients, charities, and institutions. The firm provides a range of services, including discretionary and advisory portfolio management, execution-only share dealing, ISAs, SIPPs, corporate and employee wealth management, financial planning, fund management, specialist awards and damages services, online execution-only services, fiduciary management, model portfolios, and fund management. Charles Stanley operates through various channels, including its online platform, Charles Stanley Direct, which allows clients to manage their investments online. The firm also offers mobile applications, such as Charles Stanley Direct and Charles Stanley My Accounts, enabling clients to monitor their investments on the go. In January 2022, Charles Stanley was acquired by Raymond James Financial, Inc., a diversified financial services company. Despite the acquisition, Charles Stanley continues to operate as a separate brand, maintaining its identity and commitment to providing comprehensive wealth management services to its clients.