Charles Stanley Wealth Managers

Charles Stanley Wealth Managers Our focus on clients has endured since the foundation of Charles Stanley in 1792.

Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Working with individuals, charities, institutions, and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 o

ffices across the UK, we place great importance on providing our clients with the highest standard of service. About Raymond James Wealth Management
Raymond James Wealth Management comprises Raymond James and Charles Stanley. Assets under management and administration (AUMA) of the combined UK wealth management group stand at £46.8bn (as at 30 June 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a is a leading diversified financial services company. It has $1.64tn (as at 30 June 2025) assets under administration and supports approx. 8,800 wealth managers.

Asia is home to some of the world's fastest-growing economies, but investing in the region isn't always straightforward....
08/09/2026

Asia is home to some of the world's fastest-growing economies, but investing in the region isn't always straightforward.

From Australia to India and China, we take a closer look at how Asia-focused funds on the Charles Stanley Direct Preferred List have performed and the opportunities they seek to capture.

Explore the sector review: https://bit.ly/46qJaSN

Investment involves risk

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 7 - 11 Septembe...
08/09/2026

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 7 - 11 September, including key economic indicators closely watched for clues about investment markets and their potential implications: https://bit.ly/3Iq0Vc0

Investment involves risk

Oil rises as Iranian and US troops trade fire. Markets await key US jobs data, while Shein’s flotation gets off to a bum...
07/09/2026

Oil rises as Iranian and US troops trade fire. Markets await key US jobs data, while Shein’s flotation gets off to a bumpy start in Hong Kong. Chief Investment Commentator Garry White rounds up the week’s market-moving events: https://bit.ly/4qRyTIs

Investment involves risk

Higher savings interest can put more money in your pocket, but is tax now taking a bit out?As savings rates have remaine...
04/09/2026

Higher savings interest can put more money in your pocket, but is tax now taking a bit out?

As savings rates have remained high, more savers are finding themselves liable. Here's what you need to know about tax on interest: https://bit.ly/4gUyjGo

Investment involves risk

With Charles Stanley Direct, you can invest in a wide range of funds, shares and other investments through an ISA, SIPP,...
02/09/2026

With Charles Stanley Direct, you can invest in a wide range of funds, shares and other investments through an ISA, SIPP, Junior ISA or Investment Account.

We explore some of the funds proving most popular with our clients and what may be attracting investors to them.

Discover the popular picks: https://bit.ly/3UyoySE

Investment involves risk

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 31 August - 4 S...
01/09/2026

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 31 August - 4 September, including key economic indicators closely watched for clues about investment markets and their potential implications: https://bit.ly/3Iq0Vc0

Investment involves risk

Jackson Hole gets under way today, with investors listening closely to the Federal Reserve's new chair, Kevin Warsh.His ...
31/08/2026

Jackson Hole gets under way today, with investors listening closely to the Federal Reserve's new chair, Kevin Warsh.

His first address at the symposium comes as stubborn inflation weighs against record corporate profits, underscoring the strength of US businesses. What this could mean for US interest rates is a key question for investors.

Our Chief Investment Commentator, Garry White, explores this and more in the latest edition of Last Week in the City. Read the full round-up here: https://bit.ly/3SA14z2

Investment involves risk

We're delighted to support our Charity of the Year, Saving Faces, as colleagues, partners, and industry guests come toge...
28/08/2026

We're delighted to support our Charity of the Year, Saving Faces, as colleagues, partners, and industry guests come together for a special fundraising evening.

The evening will help fund pioneering research into facial diseases and their treatment, supporting earlier diagnosis, improved treatments and better outcomes for patients and their families.

The silent auction is now open, with an incredible range of items and experiences up for grabs – from Michelin-starred dining and luxury experiences to signed memorabilia, original artwork and an exclusive collection from Max Richter and Yulia Mahr.

Most importantly, every successful bid will help advance vital research and support the life-changing work of Saving Faces.

Browse the auction and place your bid:https://bit.ly/4izy7O4

Waiting for the next Budget? Some important tax changes are already on the way as things stand.Previous Budgets set sign...
27/08/2026

Waiting for the next Budget? Some important tax changes are already on the way as things stand.

Previous Budgets set significant developments in motion, affecting:

- Pensions and inheritance tax
- ISA rules and savings income
- Property taxes
- Pension salary sacrifice

We recap what’s in the pipeline for 2027 and 2028. Read here: https://bit.ly/4guYu5g

Investment involves risk

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Ropemaker Place, 25 Ropemaker Street
London
EC2Y9LY

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