Introducing the Charles Stanley team in Oxford

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The Charles Stanley Oxford office has an enthusiastic team of financial professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike.

Providing bespoke investment portfolios and tailored financial advice, Charles Stanley has created financial security for many tens of thousands of people. The Oxford office work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

About our roles and the work Charles Stanley does…

Simon Scott-White, Chartered FCSI  – Branch Manager

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What are your areas of expertise? (How do you support your clients)

I am an investment manager as well as branch manager. I aim to grow the funds under management for the office to help us be the leading wealth managers in the UK in the next few years.

What do you enjoy about your work?

Autonomy – being able to develop a business as if it is our own. If I went to one of our competitors, I wouldn’t get that – I love the entrepreneurial spirit and approach…You get a much better outcome if staff are driven by internal goals rather than those set by head office. I am a big believer in bottom-up ideas rather than top down. We have parameters from head office but an awful lot of flexibility. We are investment managers and not traditional stockbrokers – we have a lot more of a holistic view of looking after clients. We work with solicitors, accountants and IFAs hand in hand to ensure our clients have a team of experts around them.

Connect with Simon on LinkedIN

George Baker, Chartered FCSI – Senior Investment Manager

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What are your areas of expertise? (How do you support your clients)

I specialise is building Investment Portfolios to meet the needs and investment objectives of Private Clients, Charities and Trusts.

What do you enjoy about your work?

I enjoy the psychological challenges of investing, the satisfaction of selecting ‘tomorrow’s winners’ and the relationships built up with both private clients and professionals over many years.

David Hamilton Stubber, Chartered FCSI – Senior Investment Manager

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What are your areas of expertise? (How do you support your clients)

While having a good knowledge of investments and markets, I develop investment strategies to meet private clients’ financial goals by building portfolios around their investment objectives and risk tolerance, and managing these expectations on an ongoing basis, whilst maintaining a very high level of integrity both on a professional and personal level.

What do you enjoy about your work?

I very much enjoy being part of a team looking after client’s investments, as well as meeting those clients and having a chance to build rapport in a relaxed atmosphere and seeing the results of our combined efforts overtime.

Connect with David on LinkedIN

Giles McKean, Chartered FCSI – Senior Investment Manager

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What are your areas of expertise? (How do you support your clients)

I specialise in Funds and Investment Trusts, taking advantage of large discounts to net assets values when a particular area and/or manager is out of favour e.g. UK equities 9 months ago.

What do you enjoy about your work?

I particularly enjoy the challenge of investment management and shaping each portfolio to that particular client to help deliver them the lifestyle they want with the minimum drama possible.

Connect with Giles on LinkedIN

Giles Arkell, Chartered FCSI – Senior Investment Manager

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What are your areas of expertise?

I am the most experienced investment manager in the Oxford team and looks after client money as if were my own.

What do you enjoy about your work?

I take pride in private investors generating an attractive return on their savings.

Connect with Giles on LinkedIN

Rebecca Stein, Chartered FCSI – Investment Manager

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What are your areas of expertise? (How do you support your clients)

I work with clients to deliver truly bespoke investment solutions. I strive to fully understand my clients’ requirements and goals, continuously monitoring portfolios to ensure I react quickly to opportunities or threats in the markets. My portfolios take into consideration ethical preferences, cherished holdings, and capital gains tax considerations.

What do you enjoy about your work?

I have the autonomy to provide a service that meets each of my clients’ individual needs. Reporting is tailored to each client meaning I can be in touch as often or as little as required. I take the time to build strong relationships with my clients over several years.

Connect with Rebecca on LinkedIN

Ria Shepheard ACSI – Office Manager

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What are your areas of expertise? (How do you support your clients)

I run the admin team, providing oversight for the office making sure staff are doing what they are supposed to, organising events/seminars, and generally organising everyone. I also head-up business development, staff development and training, marketing, and PR.

What do you enjoy about your work?

Managing people and having the freedom to be able to come up with new ideas for our clients and professional contacts.

Connect with Ria on LinkedIN

For information on how Charles Stanley can help you plan a more prosperous future for your family, call us on 01865 987485

or visit www.charles-stanley.co.uk/oxford-office

The value of investments, and any income derived from them, can fall as well as rise. Investors may get back less than invested. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.

Connect with us:

LinkedIN: @Charles Stanley & Co. Limited

Twitter: @_CharlesStanley

Facebook: @CharlesStanleyWealthManagers

 

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