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 £25 billion in funds under management and more than 20 offices across the UK. 

Led by CEO Paul Abberley, it 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 a combined AuM of £40 billion.