James Rae Email
Head of Inheritance Tax @ Charles Stanley & Co. Limited
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James Rae Location
- London, GB
James Rae Work
- Head of Inheritance Tax @ (February 2022 - Present)
- Investment Manager - AIM Inheritance Tax Service @ (July 2017 - February 2022)
- Investment Manager @ (June 2012 - June 2017)
James Rae Education
- University of Warwick
Bachelor of Science (Hons) (Physics)
2005-2008 - Loretto School
Academic Scholar
1998-2005 - University of Bath
Accounting and Finance
- CFA Institute
Chartered Financial Analyst
- The Chartered Institute for Securities & Investment (The CISI)
PCIAM (Private Client Investment Advice & Management) (Accounting and Finance)
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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