John Porteous Email & Phone Number
Managing Director - Charles Stanley Central Financial Services and Chief Client Officer @ Charles Stanley & Co. Limited
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John Porteous Location
- United Kingdom
John Porteous Work
- 2021 - now Managing Director - Charles Stanley Central Financial Services and Chief Client Officer @
- 2019 - 2021 Group Head of Distribution @
- 2017 - 2019 Retail Client Solutions Director @
- 2014 - 2017 Director, Head of Client Proposition @
- 2011 - 2014 Partner, Head of Wealth Management @ Baker Tilly Financial Management (formerly RSM Tenon Financial Management)
- 2009 - 2011 Head of Distribution @ Macquarie Bank
- 2006 - 2009 Director, Head of Private Clients @ BDO Stoy Hayward Investment Management
John Porteous Education
- Edinburgh Napier University
BA (Hons) (Financial Services Management)
John Porteous Skills
- Wealth Management
- Strategic Financial Planning
- Pensions
- Investments
- Wealth
- Public Speaking
- Leadership
- Entrepreneurship
- Strategy
- CRM
- Financial Advisory
- Risk Management
- Inheritance Tax Planning
- Investment Management
- Retirement
- Finance
- Governance
- Negotiation
- Business Planning
- Strategic Planning
- Portfolio Management
- Financial Services
- Investment Strategies
- Investment Advisory
- Retirement Planning
- High Net Worth Individuals
- Certified Financial Planner
- Mergers & Acquisitions
- Wealth Management Services
- Financial Planning
- Asset Management
- Business Strategy
- Change Management
- Pension Funds
- Personal Finance
- Management
- Business Development
- Marketing
- Mergers and Acquisitions
John Porteous Summary
- John Porteous, based in United Kingdom, is currently a Managing Director - Charles Stanley Central Financial Services and Chief Client Officer at Charles Stanley & Co. Limited. John Porteous brings experience from previous roles at Charles Stanley & Co. Limited, Quilter, Towry and Baker Tilly Financial Management (formerly RSM Tenon Financial Management). John Porteous holds a BA (Hons) in Financial Services Management @ Edinburgh Napier University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Pensions, Investments, Wealth and more. John Porteous has 4 emails and 1 mobile phone numbers on RocketReach.
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