Charles Stanley Group

Charles Stanley Group PLC is a prominent investment management company based in the UK, with a rich history dating back to its establishment in Sheffield in 1792. It operates through various segments, including Investment Management Services, Financial Planning, and Charles Stanley Direct. The company primarily serves private investors, offering a range of services such as discretionary portfolio management, investment advice, and execution-only services. In addition to catering to individual clients, Charles Stanley also works with national charities, trusts, professional institutes, and major financial institutions. Committed to delivering high-quality, personalized service, the firm remains dedicated to its core mission of serving the discerning private investor while adhering to regulatory guidelines set by the Financial Conduct Authority.

Ian Sackfield

Managing Director of IMS and Executive committee Member

1 past transactions

Evercore Pan-Asset Capital Management Limited

Acquisition in 2013
Evercore Pan-Asset Capital Management is an investment business platform. Pan Asset offers asset allocation advice across an extensive range of global asset classes.
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