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Charles Stanley Group plc
55 Bishopsgate
Phone: +44 2077398200p:+44 2077398200 LONDON, EC2N 3AS  United Kingdom
This company is no longer actively traded on any major stock exchange.
Business Summary
Charles Stanley Group PLC is a United Kingdom-based wealth management services company. The Company operates through three segments: Investment Management Services, Financial Planning Services and Central Financial Services. The Investment Management Services offers personal discretionary, advisory, and broker-led Execution-only services to private clients, trusts, charities, and companies. Its client includes financial advisers, defined benefit pension schemes, and institutional investors. The Financial Planning Services provide advice to the clients to plan and structure their wealth. The Central Financial Services include asset management serving retail and institutional intermediary markets and online investing via Charles Stanley Direct. The Company provides professional managed services, which includes bespoke investment service, foundation portfolio service, and advisory investment service.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20213/31/2021Yes----

Industries
SIC Code Description
6282 Investment advice
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board David H.Howard 9/25/2014 1/1/1988
Chief Executive Officer, Executive Director Paul A.Abberley 62 12/19/2014 12/19/2014
Chief Financial Officer, Executive Director Benjamin B.Money-Coutts 6/10/2015 3/1/2015
11 additional Officers and Directors records available in full report.

Business Names
Business Name
CAY
Charles Stanley Group plc
Evercore Pan Asset Capital Management
Jobson James Financial Services Limited

General Information
Number of Employees: 747 (As of 3/31/2021)
Outstanding Shares: 53,226,733 (As of 1/19/2022)
Shareholders: 3,047
Stock Exchange: LON


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Tuesday, April 2, 2024