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Charles Stanley & Co. Limited is a UK-based investment management company, providing wealth management services to private clients, charities and smaller institutions. [ 1 ] [ 2 ] Established in 1792, it was one of the oldest firms on the London Stock Exchange .
The company provides wealth, accountancy and business advisory services to individuals and businesses, including financial planning, investment management, personal and business tax, risk advisory, and fund administration. [21] [22] [23] It operates offices in 26 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands.
Robey, Apostolides and Warshaw were prominent dealmakers in the City of London prior to setting up the firm. [3] Robey was a former co-head of mergers and acquisitions at Morgan Stanley, Warshaw was a co-head of investment banking at UBS, while Apostolides was a managing director in Morgan Stanley's financial sponsors group.
There are many options out there, but here is a look at six of the best wealth management firms for 2024. ... Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to ...
It went on to buy Wise Speke, an investment manager operating in the North of England, in 1998 [9] and Popes, a firm based in Stoke-on-Trent, in 2002. [10] It then acquired Duncan Lawrie Asset Management, a firm operating in London, in December 2016 [11] and Investec Wealth Management, a firm operating in Ireland, in October 2019. [12]
The bank was founded by Sir Iain Noble and another partner in 1983, opening its first branch in Charlotte Square, Edinburgh on 29 May 1984. In 1986, Adam and Company acquired London-based Continental Trust and later established an international arm in Guernsey.
Pages in category "Investment management companies of the United Kingdom" The following 68 pages are in this category, out of 68 total. This list may not reflect recent changes .
Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. ... and some wealth management firms may require a certain level of investment assets or a minimum ...