We’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 2 million clients.
Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Our focus on clients has endured since the foundation of Charles Stanley in 1792. Working with individuals, charities, institutions, and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 offices across the UK, we place great importance on providing our clients with the highest standard of service.
About Raymond James Wealth Management
Raymond James Wealth Management comprises Raymond James and Charles Stanley. Assets under management and administration (AUMA) of the combined UK wealth management group stand at £50.7bn (as at 31 December 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a leading diversified financial services company. It has $1.77tn in assets under administration (as at 31 December 2025) and supports approximately 8,900 wealth managers (as at 30 September 2025).
Schroders is a global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together.
For more than 200 years, we have helped clients to see things differently, navigating complexity in changing markets. Today, we manage £823.7 billion* on behalf of clients across public and private markets, operating across six continents with local expertise supported by global scale.
Active management is central to how we invest, engage and steward capital. Over one, three and five years, 70% or more* of our clients’ assets have outperformed their stated comparators. Sustainability is embedded in our investment approach, supported by proprietary tools and active ownership. Our current portfolio temperature score for in scope assets is 2.4°C*, and we aim to achieve 2.2°C by 2030.
Our talented team of more than 5,700* people worldwide are fundamental to our active philosophy. Their capabilities and expertise are enhanced by proprietary technology and data. We prioritise excellence and diversity of thought in pursuit of high performance and client success. By combining global reach with trusted advice, we aim to deliver resilient outcomes for clients, shareholders and society.
*Source: Schroders, all data as at 31 December 2025.
Disclaimer:
Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed.
Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below:
Telephone: +44(0)20 7658 4004
Email: reportscams@schroders.com
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