Charles Stanley

Spear's Review

Founded in 1792 and one of the oldest companies on the London Stock Exchange, wealth and investment manager Charles Stanley has around £27 billion in funds under management and 26 offices across the UK. 

The firm provides bespoke investment portfolios and tailored financial advice to HNW individuals, charities, institutions and professional advisers, blending old-school charm with an acute understanding of changing currents in the industry.

In 2022, US firm Raymond James acquired Charles Stanley. Raymond James Wealth Management, the newly created business that comprises Charles Stanley and Raymond James Investment Services, has combined assets under management and administration of £40 billion.