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B4 Finance Ecosystem: The specific opportunities and challenges that women encounter...
Charles Stanley are committed to fostering a proactive approach to investing and their goal is to empower women to make well-informed financial decisions and capitalise on potential growth opportunities. They also strive to support women in crafting their unique financial narratives, enhancing their knowledge, and understanding of investment strategies, and building a robust and influential female network.
Why entrepreneurs and business owners need an exit strategy
A recent report from Charles Stanley and Beauhurst, the UK’s landscape for business exits, revealed that 48% of entrepreneurs and business owners lack a succession plan or exit strategy.
Charles Stanley ...
Established in 1792, Charles Stanley is one of the UK’s leading wealth management firms, with a rich heritage of delivering high quality client service. Although we are more than 200 years old, we are focused on investing in our future, embracing technology and innovation, and adapting to changes in society to help our clients prosper. Operating from more than 20 branches across the UK we provide bespoke investment portfolios and tailored financial advice at every stage of your financial journey.
The one trait evident in every successful CEO
I spent five years as the share tipster at the Daily Telegraph before I joined Charles Stanley, editing its long-running Questor column. I met numerous chief executives of UK listed companies on a daily basis – from FTSE 100 giants to Aim-listed tiddlers – as they attempted to convince me that their companies were the ones that Daily Telegraph readers needed to back.
Autumn Budget 2021 – the impact on personal finances and investments
What did the Chancellor have in store for us in his red box?
Rethinking Vulnerability
Where do we now find ourselves? It feels that the very definition of vulnerability is shifting.
Rethinking Vulnerability
Where do we now find ourselves? It feels that the very definition of vulnerability is shifting.
10 reasons your 50s could be your most important decade
Your 50s can often be a pivotal decade in your financial life. Thoughts around retirement (or not!), leaving or creating a legacy, a changing financial environment (grown-up kids perhaps) can all occur during this decade. For some clients in their 50s, retirement is the last thing on their mind.
Inflation hedging strategies: How to protect your portfolio from inflation
Rebecca Stein, Investment Manager at Charles Stanley Wealth Managers, discusses inflation hedging strategies and how to protect your portfolio.
Do crypto assets deserve a place in your portfolio?
Vertiginous rises in prices of cryptocurrencies such as Bitcoin have piqued the interest of many investors. But be under no illusion, this is a very risky place to put your money.
Investment Strategies with Charles Stanley
Ria Shepheard in conversation with Investment Manager Rebecca Stein of Charles Stanley Wealth Managers. Join them as they provide top tips for your investment strategies.
Investment Strategies with Charles Stanley
Ria Shepheard in conversation with Investment Manager Rebecca Stein of Charles Stanley Wealth Managers. Join them as they provide top tips for your investment strategies.
Your Finances in 30 Minutes
On this episode of The Business Brunch, we are joined by experts Ria Shepheard, Garry White and Giles McKean from Charles Stanley Wealth Managers as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments and an overview of equity investments.
Your Finances in 30 Minutes
Join experts from Charles Stanley Wealth Management as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments, and an overview of equity investments.
Your Finances in 30 Minutes
Join experts from Charles Stanley Wealth Management as they discuss inflation and the impact on consumables, interest rates and their impact on individuals and the global economy, savings versus investments, and an overview of equity investments.
Looking for a job in the future? Try the behavioural economy
Skills and competencies that drive, interpret, and respond to the behaviours of people will dramatically increase in demand.
All Aboard – Women in Leadership
Join us in discussing how women are overcoming the challenges to their career progression, imposter syndrome, and the gender pay gap whilst celebrating the achievements of women in business.
All Aboard – Women in Leadership
Join us in discussing how women are overcoming the challenges to their career progression, imposter syndrome, and the gender pay gap whilst celebrating the achievements of women in business.
The 9 Building Blocks For Recovery
We’re definitely not out of the woods yet but we’re certainly in a position to start ‘cautiously’ planning for the future. Representatives from B4’s Professional Services Hub got together to discuss what advice they’re giving their clients to build the foundations for recovery and what they’re doing in their own businesses to get in shape to hit the ground running.
The challenges ahead on the road to recovery
The path to recovery will not be easy. Decision making by central bankers and politicians in 2021 is arguably more significant than they were in 2020 because they are so finely balanced.
Reducing Inheritance Tax by Investing in AIM Shares
The Alternative Investment Market’s (AIM) success over the past year has made it increasingly difficult for equity investors to ignore. AIM is the London Stock Exchange’s (LSE) market for smaller, growing companies which are at different stages of development.
Wealth today and tomorrow
I’ve been helping Rebecca organise her money following the death of her father, who had also been one of our clients.
Is now the time to take control of your finances?
2020 was a year of uncertainty for us all. We awaited the outcome of the US election, we didn’t know if a Brexit deal could be agreed in time, and the Covid-19 pandemic caused sharp falls in share prices across the globe.
B4 Professional Services Day
It’s B4 Professional Services Day at B4. So we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
You better be ready for the ‘green revolution’
The environment may be the biggest winner of the US presidential election, as the vote could flip US policy on its head. Low-carbon energy – and investors in the technology that makes it possible – may be nearing their time in the sun.
B4 Professional Services Day
It’s Professional Services Day at B4 so we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
How profit extraction requires careful consideration by owner shareholders of SMEs
If you are an owner / shareholder of an SME (small and medium-sized enterprises) there could be a good argument in favour of making pension contributions in addition to or instead of drawing a dividend.
ESG Investing in an Uncertain World with Rebecca Stein & Sara...
Sara and Rebecca, from the Charles Stanley Oxford Investment Team, will be covering the key considerations of ethical investing and outlining areas that may not be obvious at the outset to investors.
Implementing our business continuity plan
The COVID-19 situation in the UK has caused a great deal of uncertainty for investors. The FTSE 100 lost around 30% of its value from the beginning of February to the fourth week in March.
There was a lot of spending but where were the cuts?
The root and branch review of the fiscal framework looks interesting and could imply austerity is well and truly over in the light of low interest rates.
Empowering Women – Diversity Is Key
More frequently than ever, women are returning to work after having children and juggling a work life balance. However, despite a lot of companies offering flexible working arrangements, there still remains a lack of women working in the financial sector.
B4 met with Ria Shepheard and Simon Scott-White of Charles Stanley...
The Charles Stanley Oxford office has an enthusiastic team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. They offer a comprehensive service to private clients, trusts and charities, advising on managing, buying and selling stocks, shares, unit trusts and a wide range of other financial instruments.