Charles Stanley
Wealth Management
The wealth management space has shown no signs of slowing down despite the quiet summer season. Here Investment Week chronicles the biggest events of the third quarter of 2015 from acquisitions to robo-advice.
15 October 2015
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Equities
John Redwood, chairman of the investment committee at Charles Stanley, takes a closer look at some areas of concern for investors.
17 August 2015
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Business roles
Ben Yearsley, formerly head of investment research at Charles Stanley Direct, has taken on a non-executive role at Plymouth-based IFA Shore Financial Planning.
13 August 2015
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Funds
Charles Stanley has added passive funds to its Foundation Fundlist of preferred vehicles for the first time, following a shakeup of the firm's research capabilities.
10 August 2015
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1 min read
Wealth managers
Charles Stanley saw total funds under management and administration increase from £20.1bn to £20.8bn for the year to the end of June.
31 July 2015
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2 min read
Wealth Management
The second quarter of 2015 proved to be as eventful as the first for the wealth management space, as M&A, bid rumours and restructurings continued to take the headlines.
09 July 2015
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UK
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.
03 July 2015
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3 min read
People moves
Charles Stanley has promoted head of digital marketing and communications Magnus Wheatley to managing director of its D2C business Charles Stanley Direct.
23 June 2015
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1 min read
