Edison Investment Research - Charles Stanley Group PLC (CAY) QuickView: Q116 IMS

Report

Edison Investment Research

QuickView: Q116 IMS

Over the year to 30 June 2015, total client funds under management and
administration (AUMA) were up 3.3% year-on-year to Â£20.8bn. Within
managed funds, the shift towards discretionary funds is clearly evident, while
in administered funds the 9.7% growth in execution-only assets more than
offset the decline in advisory dealing funds. During the last quarter, modest
net inflows of Â£0.14bn (Â£0.20bn into discretionary funds) were offset by
market movements (Â£0.42bn) so that total AUM declined 2.3%. Positive net
fund flows, especially discretionary, are one of the elements, combined with
less volatile markets and further efficiency measures, required for
management to meet its 15% operating margin target.

04/08/2015 2 EN

Underlying

Charles Stanley Group PLC

Charles Stanley Group is a holding company. Through its controlled entities, Co. is engaged as an independently-owned wealth manager. Co. provides holistic wealth management services to private clients, charities and smaller institutions. Co. has four operating divisions: Investment Management Services, which provides personalized service to direct private clients such as managing discretionary portfolios; Financial Planning, which provides holistic financial planning advice; Asset Management, which provides pooled solutions, model portfolios, inheritance tax solutions, and investment solutions; and Charles Stanley Direct, which provides a direct-to-client investment service.

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GB0006556046 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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