Charles Stanley

  • Charles Stanley sees boost in client funds

    Charles Stanley sees boost in client funds

    Total clients funds were up‚ but costs also rose.

  • pa analysis gold bound to return

    pa analysis gold bound to return

    The usual reasons for owning gold – inflation hedge, rising prices – are being run out of town – no inflation, falling prices – so why should investors still own it?

  • Patience needed but gold will shine again

    Patience needed but gold will shine again

    Charles Stanley Directs Rob Morgan has said the case for gold still exists despite the miserable performance of gold mining equities and a declining bullion price.

  • Charles Stanley chucks out textbooks

    Charles Stanley chucks out textbooks

    The textbook view of markets comprising either defensive or cyclical stocks has been turned upside down due to current valuations, in the view of Rob Morgan, pension and investments analyst at Charles Stanley Direct.

  • Charles Stanley optimistic as revenue surges

    Charles Stanley optimistic as revenue surges

    Charles Stanley Q2 2013 revenue was up 31% year on year due to an increase of funds under management and returning investor confidence.

  • fee boost as charles stanley clients

    fee boost as charles stanley clients

    Charles Stanley reported a 17.3% year-on-year increase in investment management fees driven mainly by a surge in discretionary accounts, as investors moved across from their advisory dealing service in their droves, chairman David Howard said today.

  • Morgan leaves HL for Charles Stanley

    Morgan leaves HL for Charles Stanley

    Rob Morgan has been appointed as pensions and investment analyst at Charles Stanley Direct and will work out of the firm’s new Bath office.

  • Psigma hires Charles Stanley private client head

    Psigma hires Charles Stanley private client head

    Psigma Investment Management has hired Charles Stanley private client head Toby Carpenter to take charge of its first regional office in Birmingham.

  • charles stanley builds artillery for d2c

    charles stanley builds artillery for d2c

    Charles Stanley has promoted Douglas McNeill to investment director of its new direct- to-client service, Charles Stanley Direct, after three years at the company.

  • charles stanley profits hit hard by fscs levy

    charles stanley profits hit hard by fscs levy

    Charles Stanley's interim results showed revenues and profits down while the amount levied against it by the Financial Services Compensation Scheme more than doubled.

  • yearsley to spearhead hargreaves rival

    yearsley to spearhead hargreaves rival

    Former Hargreaves Lansdown man Ben Yearsley is to spearhead a rival direct-to-client offering for Charles Stanley, in a new role as head of investment research, Charles Stanley Direct.

  • listed hedge funds absolute returns

    listed hedge funds absolute returns

    Stephen Peters goes in search of funds that can provide an absolute return but do not charge a performance fee for providing investors with nothing more than market beta.