Insights

Strong Heritage and Client Focus Charles Stanley has a long-standing reputation in UK wealth management, serving a diverse client base including individuals, charities, and institutions since 1792. Its dedication to personalized financial advice and tailored investment solutions positions it as a trusted partner for high-net-worth clients seeking bespoke services.

Growing Competence in Sustainability Recent hires like Celine Legaspi as sustainable portfolio lead highlight Charles Stanley’s strategic emphasis on responsible investing. This focus opens sales opportunities for ESG-focused solutions, sustainable technology integrations, and environmentally-conscious financial products.

Expansion and Talent Acquisition The firm’s recent recruitment of senior investment managers and specialists across different regions indicates a growth trajectory. Engaging with their talent development initiatives or offering scalable platform solutions could support their expansion plans.

Technology Adoption and Infrastructure Charles Stanley utilizes a range of technologies such as Docker, Microsoft Dynamics, and Google Analytics, signaling openness to digital transformation. This provides opportunities to introduce advanced analytics, cybersecurity, and operational automation solutions tailored for financial service providers.

Strategic Positioning in Market With assets under management of approximately £46.8bn and a revenue range of $100M to $250M, Charles Stanley is positioned alongside notable competitors like Hargreaves Lansdown and AJ Bell. This competitive landscape suggests potential for value-added services in client onboarding, portfolio management, or regulatory compliance to enhance their market share.

Similar companies to Charles Stanley

Charles Stanley Tech Stack

Charles Stanley uses 8 technology products and services including Docker, Adestra, Microsoft Dynamics, and more. Explore Charles Stanley's tech stack below.

  • Docker
    Containerization
  • Adestra
    Email Marketing
  • Microsoft Dynamics
    Enterprise Resource Planning
  • Cisco Wireless
    IT Infrastructure
  • JSON-LD
    Javascript Frameworks
  • LinkedIn
    Online Community Software
  • Google Analytics
    Web Analytics
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Charles Stanley's Email Address Formats

Charles Stanley uses at least 1 format(s):
Charles Stanley Email FormatsExamplePercentage
First.Last@charles-stanley.co.ukJohn.Doe@charles-stanley.co.uk
76%
First@charles-stanley.co.ukJohn@charles-stanley.co.uk
15%
FirstLast@charles-stanley.co.ukJohnDoe@charles-stanley.co.uk
6%
First.L@charles-stanley.co.ukJohn.D@charles-stanley.co.uk
3%

Frequently Asked Questions

What is Charles Stanley's phone number?

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You can contact Charles Stanley's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Charles Stanley's official website and social media links?

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Charles Stanley's official website is charles-stanley.co.uk and has social profiles on LinkedIn.

What is Charles Stanley's SIC code NAICS code?

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Charles Stanley's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Charles Stanley have currently?

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As of December 2025, Charles Stanley has approximately 909 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: P. A.Cfo Function - Financial Control & Transformation: A. S.Chief Risk Officer (cro): G. R.. Explore Charles Stanley's employee directory with LeadIQ.

What industry does Charles Stanley belong to?

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Charles Stanley operates in the Investment Management industry.

What technology does Charles Stanley use?

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Charles Stanley's tech stack includes DockerAdestraMicrosoft DynamicsCisco WirelessJSON-LDLinkedInGoogle AnalyticsX-UA-Compatible.

What is Charles Stanley's email format?

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Charles Stanley's email format typically follows the pattern of First.Last@charles-stanley.co.uk. Find more Charles Stanley email formats with LeadIQ.

Charles Stanley

Investment ManagementEngland, United Kingdom501-1000 Employees

Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Our focus on clients has endured since the foundation of Charles Stanley in 1792. Working with individuals, charities, institutions, and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 offices across the UK, we place great importance on providing our clients with the highest standard of service.

About Raymond James Wealth Management 
Raymond James Wealth Management comprises Raymond James and Charles Stanley. Assets under management and administration (AUMA) of the combined UK wealth management group stand at £46.8bn (as at 30 June 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a is a leading diversified financial services company. It has $1.64tn (as at 30 June 2025) assets under administration and supports approx. 8,800 wealth managers.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Employees
501-1000

Section iconFunding & Financials

  • $100M$250M

    Charles Stanley's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Charles Stanley's revenue is estimated to be in the range of $100M$250M

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