Charles Stanley Group PLC provides wealth management and investment services to private clients, charities, and professional intermediaries in the United Kingdom. The company offers discretionary portfolio management; execution-only stockbroking; advisory services; financial planning, including retirement and inheritance tax planning; and investment management solutions such as segregated portfolios, model portfolios, and multi-asset funds under the Charles Stanley Direct brand. It operates primarily in the UK with offices in London, its headquarters in the City of London since its founding in 1792, and serves high-net-worth individuals, trustees, and institutional clients through subsidiaries like Charles Stanley & Co. Ltd. In recent developments, the group completed its acquisition by Raymond James Financial in October 2024, marking a significant strategic expansion that integrates its UK wealth management operations into the US-based firm's global platform; this followed regulatory approvals and has enabled enhanced service offerings and cross-border capabilities for clients. No major new product launches or reorganizations have been announced post-acquisition as of late 2025.