Charles Stanley full year results overview, May 2021

from PIWORLD Investor Podcasts · host piworld

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

What this episode covers

A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward. Paul Abberley, CEO00:24 – Overview Ben Money-Coutts, CFO01:35 – Financial Overview Paul Abberley, CEO05:43 – 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, CEO12:43 – 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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Charles Stanley full year results overview, May 2021

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This episode was published on May 27, 2021.

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