Simon Scott-White

Oxford Branch Manager @Charles Stanley

Oxford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2005 — Present

Oxford Branch Manager @Charles Stanley

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Oxford, GB

I manage a dedicated team of investment managers, and together we look after private clients, trusts, charities and pensions portfolios throughout Oxfordshire, Gloucestershire, Wiltshire, Hampshire and Berkshire.This is what we do Increasing portfolio values over the longer term Increasing income Helping clients retire early Helping families wind up Estates Helping clients build a business exit strategy Helping clients with Intergenerational transfer of wealth Providing clients with financial security in their later years Helping clients with school fees, retirement costs and medical costs Helping clients enjoy life by reducing financial pressure.

EDUCATION

1991 — 1994

Royal Agricultural University

2:2, Rural Estate Management

SKILLS

Asset ManagmentInvestmentsPortfolio ManagementInvestment AdvisoryAsset ManagementAlternative InvestmentsCorporate FinanceFinanceAsset AllocationEquity ResearchFinancial AdvisoryInvestment ManagementNegotiationTrustsManagementFixed IncomeWealth Management ServicesEquitiesSecuritiesInvestment StrategiesDue DiligenceInvestment Properties

ABOUT SIMON SCOTT-WHITE

I manage investment portfolios for private clients, charities, trusts and pensions.…

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Simon Scott-White — Oxford Branch Manager at Charles Stanley in Oxford, GB | Unifers