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Charles Stanley Group plc
55 Bishopsgate
Phone: +44 2077398200p:+44 2077398200 LONDON, EC2N 3AS  United Kingdom Ticker: CAYCAY

Business Summary
Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.
(Source: ARS)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
IRA CQ
Score
Moody's
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Fitch
Rating
DBRS
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Morningstar
Rating
-Yes-------

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
9/30/20193/31/2019Yes----

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Chairman of the Board David H.Howard 69 9/25/2014 1/1/1988
Chief Executive Officer, Director Paul A.Abberley 12/19/2014 12/19/2014
Chief Financial Officer, Director Benjamin B.Money-Coutts 53 6/10/2015 1/9/2015
4 additional Officers and Directors records available in full report.

Business Names
Business Name
CAY
Charles Stanley Group plc
Evercore Pan Asset Capital Management
Jobson James Financial Services Limited

General Information
Number of Employees: 769 (As of 3/31/2019)
Outstanding Shares: 50,903,308 (As of 11/29/2019)
Shareholders: 3,047
Stock Exchange: LON


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Thursday, December 12, 2019