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 @
- 2017 -2022 Investment Manager - AIM Inheritance Tax Service @
- 2012 -2017 Investment Manager @
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
James Rae Skills
- Investment Management
- Business Property Relief in AIM
- Equities
- Portfolio Management
- Financial Analysis
- Financial Modeling
- Client Relationships Strengthening
- Inheritance
- Asset Allocation
- Investments
- Asset Management
- Business Strategy
- Presentation Skills
- Valuation
- Hedge Funds
- Wealth Management
- Financial Markets
- Fixed Income
- Investment Strategies
- Client Relations
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.
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