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Corporation
FINANCIAL | Investment Banking
charles-stanley.co.uk

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Partners & Customers

1

About Charles Stanley

Charles Stanley is an investment management firm based in London, United Kingdom.

Charles Stanley Headquarter Location

55 Bishopsgate

London, England, EC2N 3AS,

United Kingdom

+44 020 3504 7920

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Page Views per Million (PVPM)
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Latest Charles Stanley News

Raymond James Financial closes Charles Stanley acquisition, expanding in U.K.

Jan 21, 2022

designer491/iStock via Getty Images Raymond James Financial ( RJF -2.0%) acquires U.K.-based Charles Stanley Group, expanding the firm's U.K. footprint and bringing RJF's total regional client assets to more than £42B. As of June 30, 2021, Charles Stanley had ~£27.1B of client assets. Raymond James (NYSE: RJF ) agreed in July to acquire Charles Stanley for ~£279M ($378M). "The combined businesses create operations with the scale to support expansion and flourish in a highly competitive and consolidating U.K. marketplace," the company said in July. Charles Stanley describes itself as providing "holistic" wealth management services to private clients, charities, trusts, and institutions. The firm's origins date back to 1792 and was one of the oldest firms on the London Stock Exchange before the acquisition.

Charles Stanley Acquisitions

1 Acquisition

Charles Stanley acquired 1 company. Their latest acquisition was Myddleton Croft on August 01, 2019.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

8/1/2019

$99M

Acquired

1

Date

8/1/2019

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Acquired

Sources

1

Charles Stanley Partners & Customers

1 Partners and customers

Charles Stanley has 1 strategic partners and customers. Charles Stanley recently partnered with Ideagen on July 7, 2018.

Date

Type

Business Partner

Country

News Snippet

Sources

7/30/2018

Vendor

Ideagen

United Kingdom

Charles Stanley Selects Ideagen’s Software Solutions

I 'm very proud that Charles Stanley has selected Redland as their trusted partner .

1

Date

7/30/2018

Type

Vendor

Business Partner

Ideagen

Country

United Kingdom

News Snippet

Charles Stanley Selects Ideagen’s Software Solutions

I 'm very proud that Charles Stanley has selected Redland as their trusted partner .

Sources

1

Charles Stanley Team

2 Team Members

Charles Stanley has 2 team members, including former Chief Executive Officer, Jonathan Beatson-Hird.

Name

Work History

Title

Status

Jonathan Beatson-Hird

Ambrian Commodities, Apollo Global Management, Boathouse Capital, Deutsche Bank, Baring Asset Management, and NatWest

Chief Executive Officer

Former

Harriet Griffin

Chief Operating Officer

Former

Name

Jonathan Beatson-Hird

Harriet Griffin

Work History

Ambrian Commodities, Apollo Global Management, Boathouse Capital, Deutsche Bank, Baring Asset Management, and NatWest

Title

Chief Executive Officer

Chief Operating Officer

Status

Former

Former

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