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Charles Stanley (CAY)

Charles Stanley full year results overview, May 2021

27 May 2021

A short presentation by the management team summarising results, what’s been achieved in the period and their objectives going forward.

Paul Abberley, CEO
00:24 – Overview

Ben Money-Coutts, CFO
01:35 – Financial Overview

Paul Abberley, CEO
05:43 – Business Transformation

Ian Sackfield, MD of IMS
06:54 – Investment Management Services

Andrew Meigh, MD of Financial Planning
08:32 – Financial Planning

John Porteous, MD of Central Financial Services
10:05 – Central Financial Services

Paul Abberley, CEO
12:43 – Outlook & Current Trading

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.

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