Gary Teper

Charles Stanley Group Plc engages in the provision of investment and financial services. It operates through the following divisions: Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct, and Support Functions. The Investment Management Services division offers personal discretionary, advisory and execution-only services to private clients, trusts, charities and companies. The Asset Management division is involved in a range of pooled funds and bespoke solutions, including model portfolios, open-ended investment company (OEIC) funds and inheritance tax solutions. The Financial Planning division includes a range of personalized solutions working in partnership with the Investment Management Services division. The Charles Stanley Direct division comprises dealing, settlement and custody services, covering a range of funds, shares, gilts and bonds. The Support Functions division covers the market data costs generated by the main operating divisions. The company was founded on January 2, 1792 and is headquartered in London, United Kingdom.

Charles Stanley Investment Choices Ltd. engages in providing investment management services. The company is headquartered in Beverley, the United Kingdom.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.