🔔 Highlight of 2024 - Harry and Freddy being names in PAM's Next Gen Leaders 👇 We're delighted to share that Director of Financial Planning, Harry Bell, and Head of Business Change, Freddy Barker, have been named in the 2024 PAM NextGen Leaders! The PAM NextGen Leaders initiative identifies, recognises, introduces and promotes the rising stars of the private client wealth management world in the UK and UK Crown Dependencies.
About us
Charles Stanley is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Our focus on clients has endured since the foundation of Charles Stanley in 1792. Working with individuals, charities, institutions and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 offices across the UK, we place great importance on providing our clients with the highest standard of service.
- Website
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http://www.charles-stanley.co.uk
External link for Charles Stanley
- Industry
- Investment Management
- Company size
- 501-1,000 employees
- Headquarters
- London
- Type
- Public Company
- Specialties
- Discretionary & Advisory Portfolio Management, Execution-Only Share Dealing, ISAs & SIPPs, Corporate & Employee Wealth Management, Financial Planning, Fund Management, Specialist Awards & Damages Services, Online Execution-Only (www.cs-d.co.uk), Fiduciary Management, Model Portfolios, and Fund Management
Locations
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Primary
Get directions
Ropemaker Place
25 Ropemaker Street
London, EC2Y 9LY, GB
Employees at Charles Stanley
Updates
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🔔 HIGHLIGHTS OF 2024: Our evening reception at the Royal Academy Summer Exhibition in June 👇 Last month we hosted our exclusive evening reception at the Royal Academy of Arts Summer Exhibition. Over 550 clients joined us to enjoy stunning art, chilled champagne, and delicious canapés. Highlights of the evening included a delicious 36ft long charcuterie and anti-pasta grazing table in the main gallery and a theatrical surprise performance of “Just one Cornetto” with ice cream parlours unveiled to the delight of our guests. This year’s exhibition, curated by Ann Christopher RA, showcased a fantastic mix of works by both renowned and emerging artists, making it the UK’s best-loved art show. Thank you to everyone who made this evening unforgettable! 🎨🍾
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Corporate America and US residential households have significantly lower energy bills than their counterparts in Europe. This is a significant economic issue. When in office, president-elect Trump will reinforce onshoring policies in the US developed by himself and President Biden over the last eight years. Read full article in comments 👇 #energycosts #geopolitics #uspolitics #investing
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What will President Trump’s impact be on the seemingly robust US economy? Will UK shares finally emerge from the doldrums? And what are the opportunities for the year ahead? Our Spokesperson & Chief Analyst, Rob Morgan, gives his five funds for 2025 that could be suited to the current conditions. Read the full article in the comments below 👇
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Best of 2024: Diamond and 5 Star Defaqto ratings for our investment services https://lnkd.in/e2Uwf5FT
🏆 Charles Stanley is delighted to have received a host of Diamond and 5 Star Defaqto ratings for our investment services. We are very proud to also share our Defaqto Gold Service Rating. Based on the feedback of IFAs, this rating reflects the excellent level of service we offer DFM Services. We’d like to thank our dedicated staff and partners for tirelessly upholding these high standards of service and helping clients find financial peace of mind. The 2024 highlights include: 🌟 Six Defaqto 5 Star Ratings, demonstrating a comprehensive range of features and benefits, including our Bespoke Discretionary Managed service, Multi-Manager, Blended & Responsible MPS portfolios 💎 Eight Defaqto 5 Diamond Ratings, which includes assessments of our risk-adjusted performance, including our Multi-Manager, Blended MPS and Dynamic Passive portfolios.
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In 2024, shares listed all around the world had another good year, led by the US technology giants. Most of the arguments we made to be positive about shares for 2024 still apply to 2025. 2025 looks positive too but, as always, there are risks that could change the otherwise benign background. Read the full article in the comments below 👇
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British GDP in surprise October fall. Nvidia falls on Chinese anti-monopoly investigation. Meta’s Zukerberg tried to court Trump. Garry White rounds up last week’s market-moving events. Read the full article ➡️ https://bit.ly/3VyCtcb #Markets, #inflation, #shares, #investing
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At its best, the UK private sector is world class. But having a small and contracting manufacturing sector will depress overall productivity figures. The UK’s policies to speed green transition and to phase out oil and gas more quickly are likely to reduce labour productivity further. Read the full article in the comments below 👇 #ukpolitics#markets
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AIM Stock Stories Antibodies are already widely used in medical diagnostics kits, but what if they could detect Alzheimer’s disease early, would you take the test? Within the Charles Stanley AIM Inheritance Tax Service, we pride ourselves on having exceptional corporate access to the management teams of AIM-listed companies. This access is crucial for evaluating companies and gaining deeper insights. In this video, we sit down with Bioventix’s CEO, Peter Harrison, to discuss the groundbreaking work their antibodies are involved in. Watch the full video here 👇 https://lnkd.in/dYbSHPUQ