James Rae Email

Head of Inheritance Tax @ Charles Stanley & Co. Limited

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James Rae Location

London, GB

James Rae Work

2022 - now Head of Inheritance Tax @ Charles Stanley & Co. Limited
2017 - 2022 Investment Manager - AIM Inheritance Tax Service @ Charles Stanley & Co. Limited
2012 - 2017 Investment Manager @ Charlotte Square Investment Managers
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James Rae Education

University of Warwick
Bachelor of Science (Hons) (Physics)
2005 - 2008
Loretto School
Academic Scholar
1998 - 2005
CFA Institute

University of Bath
(Accounting and Finance)
Chartered Institute for Securities & Investment

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James Rae Skills

Investment Management
Business Property Relief in AIM
Equities

Portfolio Management
Financial Analysis
Financial Modeling
Client Relationships Strengthening
Inheritance
Asset Allocation
Investments

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James Rae Summary

James Rae, based in London, GB, is currently a Head of Inheritance Tax at Charles Stanley & Co. Limited. James Rae brings experience from previous roles at Charles Stanley & Co. Limited and Charlotte Square. James Rae holds a 2005 - 2008 Bachelor of Science (Hons) in Physics @ University of Warwick. With a robust skill set that includes Investment Management, Business Property Relief in AIM, Equities, Portfolio Management, Financial Analysis and more. James Rae has 2 emails on RocketReach.

James Rae Emails

Found 2 emails

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James Rae

Head of Inheritance Tax at Charles Stanley & Co. Limited

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Lockerbie, GB
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James Rae

Professor at California State University, Sacramento

Sacramento, CA, US
2
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Amish Patel

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Freddy Barker

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James Rae

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Con Lepore

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