Charles Stanley

Charles Stanley taps Red Deer to support MiFID II compliance

British wealth manager Charles Stanley has turned to fintech firm Red Deer in order to provide buy-side firms an accurate…

Charles Stanley hires asset management development head

British wealth management firm Charles Stanley has poached Jeremy Hippolite from Standard Life Wealth to serve as its new head…

Charles Stanley acquires Leeds wealth manager Myddleton Croft

British wealth manager Charles Stanley has bought discretionary investment manager Myddleton Croft for an undisclosed amount. Headquartered in Leeds, Myddleton serves individuals, trusts,…

Charles Stanley FuMA rise to £24.4bn with discretionary focus

British wealth manager Charles Stanley Group said that its funds under management & administration (FuMA) totalled £24.4bn at the end…

Charles Stanley sets up first office in Northern Ireland

British wealth manager Charles Stanley has expanded into Northern Ireland by launching an office in Belfast. The new office launch…

Hargreaves Lansdown vs Charles Stanley

Having previously compared some of the most prominent robo-advisers on the market, PBI now looks at Hargreaves Lansdown vs Charles…

Charles Stanley annual profit dips though FuM rises

British wealth manager Charles Stanley has reported pre-tax profit of £11m for the year ended 31 March 2019. This is…

Charles Stanley FUM affected by weak equity markets

British wealth manager Charles Stanley has reported its funds under management (FUM) and administration totalled £22.8bn as at 31 December…

Charles Stanley profit slips as FuM rises

Charles Stanley profits were £5.1m for the six months ended 30 September 2018, a slump of 26% compared to £6.9m…

Managed portfolios made available on 71M platform for Charles Stanley

Charles Stanley has announced that a total of 15 Distribution Technology risk-rated managed portfolios are added to 7IM platform, which…