What is Charles Stanley's NAICS code?

Charles Stanley's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Sustainable Growth Charles Stanley is actively expanding its sustainable investing capabilities with hires focused on sustainable portfolios and responsible investment analysis, signaling a drive to grow ESG offerings and attract clients seeking responsible investments.

Private & Institutional Expansion With a history of serving individuals, charities, and institutions and recent leadership hires in North expansion, there is a clear opportunity to cross-sell advisory services, stewardship products, and tailored portfolios to institutional clients and professional advisers.

Wealth Tech Adoption The tech stack includes governance, security, and marketing tools (SailPoint, ServiceNow, Infoblox, Elastic Email/Adestra) suggesting readiness for enhanced digital client journeys and data-driven advisory services that can be packaged for scalable client onboarding and ongoing portfolio management.

UK Footprint & Partnership A broad UK presence across 20 offices combined with a parent relationship to Raymond James Wealth Management presents opportunities for co-branded or joint offering expansions, leveraging AUMA insights and cross-border product access.

Market Positioning Competitive landscape indicates demand for differentiated advisory services and succession of senior investment talent; targeting mid to high-net-worth segments with bespoke portfolios and governance-aligned solutions could yield growth through strategic hires and enhanced client experience.

Similar companies to Charles Stanley

Charles Stanley Tech Stack

Charles Stanley uses 8 technology products and services including Microsoft Power Automate, Microsoft Power Platform, OneTrust, and more. Explore Charles Stanley's tech stack below.

Microsoft Power Automate
Build Automation
Microsoft Power Platform
Business Intelligence
OneTrust
Cookie Compliance
SAP
Customer Relationship Management
SonarQube
Development
SailPoint
Identity And Access Management
Citrix
Virtualisation Software
Zoom
Web Conferencing

Media & News

Charles Stanley's Email Address Formats

Charles Stanley uses at least 1 format(s):

Charles Stanley Email Formats	Example	Percentage
First.Last@charles-stanley.co.uk	John.Doe@charles-stanley.co.uk	76%
First@charles-stanley.co.uk	John@charles-stanley.co.uk	15%
FirstLast@charles-stanley.co.uk	JohnDoe@charles-stanley.co.uk	6%
First.L@charles-stanley.co.uk	John.D@charles-stanley.co.uk	3%

Frequently Asked Questions

What is Charles Stanley's phone number?

You can contact Charles Stanley's main corporate office by phone at

+44-20-7739-****

. 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?

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

How much revenue does Charles Stanley generate?

As of August 2026, Charles Stanley's annual revenue is estimated to be $100M - $250M.

What is Charles Stanley's SIC code NAICS code?

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?

As of August 2026, Charles Stanley has approximately 829 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Cfo: P. D. P.Chief Risk Officer (cro): G. R.Chief Operating Officer: M. B.. Explore Charles Stanley's employee directory with LeadIQ.

What industry does Charles Stanley belong to?

Charles Stanley operates in the Investment Management industry.

What technology does Charles Stanley use?

Charles Stanley's tech stack includes Microsoft Power AutomateMicrosoft Power PlatformOneTrustSAPSonarQubeSailPointCitrixZoom.

What is Charles Stanley's email format?

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

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

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

Q: How many employees does Charles Stanley have currently?

Charles Stanley has approximately 829 employees.

Q: What technology does Charles Stanley use?

Charles Stanley's tech stack includes jsDelivr, SailPoint, OneTrust, Atlassian Confluence, CompTIA.

Investment ManagementEngland, United Kingdom501-1000 Employees

Charles Stanley & Co. Limited is a UK-based investment management firm that provides bespoke investment portfolios and tailored financial advice across the client journey. It serves individuals, charities, institutions, and professional advisers, aiming to help clients build financial security through personalized guidance, a mission rooted in its long history dating back to 1792. Based in London, the firm operates as part of Raymond James Wealth Management alongside its US parent company.

It maintains a substantial UK footprint through a network of more than twenty offices, enabling broad access to its wealth management services. In June 2026, Professional Pensions announced a partnership with Charles Stanley & Co. to survey pension professionals and explore governance structures in today’s endgame landscape.