David Howard

Charles Stanley Group Plc engages in the provision of investment and financial services. It operates through the following divisions: Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct, and Support Functions. The Investment Management Services division offers personal discretionary, advisory and execution-only services to private clients, trusts, charities and companies. The Asset Management division is involved in a range of pooled funds and bespoke solutions, including model portfolios, open-ended investment company (OEIC) funds and inheritance tax solutions. The Financial Planning division includes a range of personalized solutions working in partnership with the Investment Management Services division. The Charles Stanley Direct division comprises dealing, settlement and custody services, covering a range of funds, shares, gilts and bonds. The Support Functions division covers the market data costs generated by the main operating divisions. The company was founded on January 2, 1792 and is headquartered in London, United Kingdom.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British brokerage company that provides brokerage services. The private company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014.

The Chartered Management Institute provides management and leadership development training, qualifications, membership, and research skill services. The non-profit company is based in Corby, UK. The CEO of the British company is Ann Francke.

The Wealth Management Association provides advice to investment community. It offer services for individual investors balancing major investing institutions. The company was founded in 1990 and is headquartered in London, the United Kingdom.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.