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Find our most recent press releases and insights, along with more information about our media spokespeople and the press team.

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Media contacts

Head of Communications

Joanne Higginson

media@charles-stanley.co.uk

Senior PR Manager

Lucy Cotter

media@charles-stanley.co.uk

07932701758

Media Agency

Teamspirit

Ursula Delaney (Director), Sandy Downs & Olivia Nelson

charlesstanley@teamspirit.co.uk

07392 106925, 07384 907528

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Latest press releases

Corporate News

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Date
Kim Jenson appointed Charles Stanley and Raymond James Wealth Management interim CEO	15 Apr, 25
Charles Stanley Boosts Fiduciary Management Division with Appointment of Chris Haywood	7 Mar, 25
Charles Stanley appoints Paul Measures as Head of Intermediary Sales and Strategic Partnerships (North)	13 Feb, 25
Charlotte Aspinall joins Charles Stanley as Senior Investment Manager	1 Oct, 24
Raymond James Wealth Management announces two senior hires	23 Jan, 23
Charles Stanley bolsters research capabilities with two senior hires	7 Nov, 23
Charles Stanley Direct launches Cash Savings	2 Nov, 23
Charles Stanley appoints Paris Jordan as Head of Responsible Investing	18 Oct, 23
Charles Stanley to partner with Fairstone as its MPS provider	12 Oct, 23
Charles Stanley bolsters team with another senior hire in Kent	27 Sept, 23
Charles Stanley grows Court of Protection business with three new hires	10 Aug, 23

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Intergenerational Wealth and Financial Planning

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Campaign	Date
Motherly instincts - women consider children first when thinking about wealth planning, while men prioritise their spouse	Reshaping the definition and purpose of money	18 Feb, 25
For richer for poorer: divorce leaving women feeling financially vulnerable, but boosting net worth		22 Jan, 25
More than a quarter of HNW Baby Boomers have not saved for later-life care costs	Wealth Under Pressure: Navigating family wealth challenges in changing times	5 Aug, 24
One in seven HNWs feel extreme financial pressure supporting multiple generations	Wealth Under Pressure: Navigating family wealth challenges in changing times	15 Mar, 24
Charles Stanley and AKG - 75% of people have not taken financial advice in last five years whilst inflation woes leave some regretting this decision		9 Nov, 23

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Charles Stanley Direct

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Date
Retirement savings under threat: Investors seek to drawdown pensions early or reduce pension contributions following Reeves’ pension changes	10 Jan, 25
Capital Gains Tax changes prompts DIY investors to reorganise investments	9 Jan, 25
DIY investors adjust interest rate expectations	18 Dec, 24
Millennial investors’ risk appetite increases post Budget	16 Dec, 24
Sun, Sand, and Suspicious Stock Picks: one in six DIY investors are picking their portfolios at the poolside	7 Aug, 24
Confidence driving significant risk appetite in UK’s DIY Investor community	30 Jul, 24
DIY Investors back FTSE bull run	26 Jul, 24
The pension age myth; two in five Brits plan to work full-time after the state pension age	19 May, 23

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Entrepreneurs & Business Owners

Fortune Favours: Business Owners and Entrepreneurs

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Campaign	Date
Female business owners plan to keep business in the family	Report: Female Founders	11 Mar, 25
The new breadwinner: half of female British business leaders are the sole or primary breadwinner in their household	Report: Female Founders	15 Jan, 25
Covid corporations - 1.43m businesses were founded during the Pandemic	Opportunities in Adversity: Tough times make brilliant businesses	11 Sep, 24
AI-ntrepreneurs assemble!: Britain poised for tech powered boom as AI inspires 35% of entrepreneurs to set up a new venture		19 Jul, 24
Opportunity in adversity - Half of British business owners think entrepreneurship is about to boom	Opportunities in Adversity: Tough times make brilliant businesses	18 Jun, 24
Phoenix founders: one in three business owners admit their first business was a failure	Phoenix Founders: Rising from the ashes	19 Feb, 24
Family misfortunes: Business owners have no confidence in their relatives’ ability to keep business booming		17 Jan, 24

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

Fiduciary Services

Explore the latest Charles Stanley press releases covering thought leadership we have publishing or working in conjunction with our partners on, updates to our products and services and information on new hires we have made to the company.

Publication	Campaign	Date
DB trustee exodus slows, but attrition is driven by onerous reporting requirements	Fiduciary Management Report: Going for growth	1 Jan, 24
Crisis, what crisis? DB trustees leave LDI upheaval with confidence in LDI strategies		28 Sept, 23

Charles Stanley Group is a wholly-owned subsidiary of Raymond James Group. Group News can be found here: News & Media | Raymond James

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Company insights

Read our latest company news, along with market commentary, in-depth guidance and stories to help educate yourself on key financial matters. Sign up to receive regular email updates with our latest insights.

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Article

Autumn Budget review: Charles Stanley client update

By Charles Stanley

31 Oct 2024 | 19 min read

Article

Charles Stanley’s Harry Bell and Freddy Barker recognised as PAM NextGen Leaders

By Charles Stanley

14 May 2024 | 2 min read

Article

Charles Stanley wins 'Best SIPP Provider' at 2024 COLWMA awards

By Charles Stanley

13 May 2024 | 1 min read

Article

Charles Stanley announces two senior hires

By Charles Stanley

24 Jan 2024 | 3 min read

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About our writers

Patrick Farrell

Patrick Farrell

Chief Investment Officer

Specialisms: economics, markets

Garry White

Garry White

Chief Investment Commentator

View Garry's commentary

Specialisms: markets, economics, business, broadcast

Rob Morgan

Rob Morgan

Chief Analyst

View Rob's commentary

Specialisms: investing, funds, personal finance

Oliver Faizallah

Oliver Faizallah

Head of Fixed Income Research

Specialisms: fixed income; central banks; economics

Ross Brookes

Ross Brookes

Head of Active Collectives

Specialisms: active funds, collectives, thematics

Lynn Hutchinson

Lynn Hutchinson

Head of ETF Research

Specialisms: ETFs, passives, fund selection, thematics

Dan James

Dan James

Head of Asset Management

Specialisms: asset management, portfolio construction, markets

Paris Jordan

Paris Jordan

Head of Responsible Investing

Specialisms: ESG, responsible investing, climate, sustainability

John Porteous

John Porteous

Managing Director, Central Financial Services

Specialisms: hybrid advice, platforms, advice industry

Lisa Caplan

Lisa Caplan

Director, OneStep Financial Planning

Specialisms: financial planning, personal finances, pensions

Anna Stoughton

Anna Stoughton

Personal Finance Analyst

Specialisms: novice investors, personal finance

Will Walker-Arnott

Will Walker-Arnott

Senior Investment Manager

Specialisms: broadcast, markets, business news, stocks

Louis Coke

Senior Investment Manager

Specialisms: IHT, markets, stocks

Harry Bell

Harry Bell

Financial Planning Director

Specialisms: financial planning, IHT, business owners, pensions

Russell Miles

Russell Miles

Senior Personal Finance Commentator

View Russell's commentary

Specialisms: personal finance, markets

Aaron Gibbs

Personal finance Commentator

View Aaron's commentary

Specialisms: personal finance, investing, entrepreneurs