Company CHARLES STANLEY GROUP

Equities

CAY

GB0006556046

Investment Management & Fund Operators

Business Summary

Managers

Members of the board

Share class

Holdings

Company contact information

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Inactive Instrument

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.

Number of employees: 800

Managers	Title	Age	Since
David Howard CHM	Chairman	77	66-12-31
Garry White IRO	Public Communications Contact	-	13-08-31
Louise Fletcher PRN	Corporate Officer/Principal	-	-
Marcus Tree PRN	Corporate Officer/Principal	-	-
Julie Ung SEC	Corporate Secretary	-	04-12-31
Peter Tyrel Geikie-Cobb PRN	Corporate Officer/Principal	-	15-01-05
Christopher Michael Aldous PRN	Corporate Officer/Principal	-	14-12-31

Members of the board	Title	Age	Since
David Howard CHM	Chairman	77	66-12-31
Peter Derek Kilian Moores BRD	Director/Board Member	57	22-01-20
Tash Elwyn BRD	Director/Board Member	53	22-01-20

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	53,495,597	32,116,607 ( 60.04 %)	268,864 ( 0.5026 %)	60.04 %

Name	Equities	%	Valuation
MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC 5.01%	8,382,647	5.01%	10,695,252 $
GOOCH & HOUSEGO PLC 3.50%	902,754	3.50%	5,930,101 $

Charles Stanley Group Ltd.

55 Bishopsgate

EC2N 3AS, London

+44 20 7739 8200

https://www.charles-stanley.co.uk/

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Exempt Nominees Ltd. Exempt Nominees Ltd. Regional BanksFinance Part of Raymond James Financial, Inc., Exempt Nominees Ltd. acts as a nominee/trust/depository. The private company is based in London, UK.	Regional Banks

Financials

Banking & Investment Services

Investment Banking & Investment Services

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