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.

Inheritance tax receipts reached record levels for the 2025/26 tax year as soaring asset prices and frozen tax allowance...
11/06/2026

Inheritance tax receipts reached record levels for the 2025/26 tax year as soaring asset prices and frozen tax allowances draw more estates into the net of Britain's "most hated" tax. Here’s how to avoid inheritance tax in 2026: https://bit.ly/4gcjtLz

Investment involves risk

Squeezed incomes and rising costs are reshaping spending. Our Equity Research Team highlights the implications for inves...
10/06/2026

Squeezed incomes and rising costs are reshaping spending. Our Equity Research Team highlights the implications for investors in consumer-facing firms. So, what does it mean for the likes of Zara-owner Inditex, Nike, Starbucks, and travel specialist Booking?

In this latest insight from the team, they consider how markets are rewarding delivery, not promises, and how it’s a stock picker’s market. Read the full article from Isabel Fairlie and James Ford here: https://bit.ly/43q6XRa

Investment involves risk

Iran conflict beyond 100 days: a growing divide between markets and economicsMarkets are showing remarkable resilience, ...
09/06/2026

Iran conflict beyond 100 days: a growing divide between markets and economics

Markets are showing remarkable resilience, but are they underestimating the risks?

In the latest update from Abbas Owainati, Head of Portfolio Management & Asset Allocation, he explores the growing disconnect between market sentiment and economic reality as the current Iran conflict continues beyond the 100-day mark.

Despite rising energy prices, inflation pressures, and ongoing disruption in the Strait of Hormuz, investors have appeared willing to look through geopolitical uncertainty so far. But key risks remain firmly in place.

Read the full article: https://bit.ly/4sliag4

Investment involves risk

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 8 -12 June, inc...
08/06/2026

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 8 -12 June, including key economic indicators, closely watched for clues on the investment markets and potential implications: https://bit.ly/46qQmie

Investment involves risk

Fresh tariff announcements from President Donald Trump. Fragile peace in the Middle East continues to hold. Global econo...
08/06/2026

Fresh tariff announcements from President Donald Trump. Fragile peace in the Middle East continues to hold. Global economy expanding but recovery is slight and fragile. Our Chief Investment Commentator, Garry White rounds up the week’s market-moving events: https://bit.ly/43hBfpc

Investment involves risk

Checking the average net worth by age can feel a bit like peeking over the fence to see how everyone else is doing. It’s...
05/06/2026

Checking the average net worth by age can feel a bit like peeking over the fence to see how everyone else is doing. It’s only natural to be curious. But the truth is, there’s no single path to building wealth.

Take a look at the UK figures and see how your journey compares: https://bit.ly/4ebuU3M

Investment involves risk

This government likes the idea of entrepreneurship and growth, but whether the right incentives, reliefs and support are...
03/06/2026

This government likes the idea of entrepreneurship and growth, but whether the right incentives, reliefs and support are currently in place for founders is up for debate.

Garry White, Chief Investment Commentator, is examining the government’s latest efforts to support entrepreneurs to build, scale, and indeed stay in the UK.

Will the latest reforms have the desired effect? Read here: https://bit.ly/49CtZaW

Investment involves risk

Investing in Japan can offer valuable diversification.Its market has a unique mix of businesses – from global exporters ...
02/06/2026

Investing in Japan can offer valuable diversification.

Its market has a unique mix of businesses – from global exporters to domestically focused firms – alongside a corporate culture that is undergoing meaningful change.

- Ongoing governance reforms are pushing companies to improve capital efficiency and shareholder returns

- This is reshaping how businesses operate – and how investors think about Japan

We explore what this means in our latest Japan sector investment review: https://bit.ly/4jqie9u



Investment involves risk

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 1 - 5 June, inc...
01/06/2026

⚡This week ahead: A breakdown of the most consequential data points scheduled for release in the week of 1 - 5 June, including key economic indicators, closely watched for clues on the investment markets and potential implications: https://bit.ly/46qQmie

Investment involves risk

US consumer confidence strong, but GDP downgraded. Superdrug to float? UK government would oppose Indian billionaire Sun...
01/06/2026

US consumer confidence strong, but GDP downgraded. Superdrug to float? UK government would oppose Indian billionaire Sunil Bharti Mittal increasing his stake in BT Group. Our Chief Investment Commentator, Garry White rounds up the week’s market-moving events: https://bit.ly/4wXWslB

Investment involves risk

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EC2Y9LY

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