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
- Managing Director - Charles Stanley Central Financial Services and Chief Client Officer @ (April 2021 - Present)
- Group Head of Distribution @ (March 2019 - April 2021)
- Retail Client Solutions Director @ (August 2017 - March 2019)
- Director, Head of Client Proposition @ (June 2014 - March 2017)
- Partner, Head of Wealth Management @ Baker Tilly Financial Management (formerly RSM Tenon Financial Management) (June 2011 - June 2014)
- Head of Distribution @ Macquarie Bank (August 2009 - May 2011)
- Director, Head of Private Clients @ BDO Stoy Hayward Investment Management (June 2006 - July 2009)
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 2 mobile phone numbers on RocketReach.
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Top Charles Stanley & Co. Limited Employees
Amish Patel
Head of Equity Research
London, England, GB
Helen Russell-Hughes
Head of Digital Marketing
London, England, GB
Katie Cray
Head of Events and Sponsorship
United Kingdom
Freddy Barker
Head of Business Change
London, England, GB
Paul Searby
Head of Digital Platform
United Kingdom
Patrick Farrell
Chief Investment Officer
United Kingdom
Andrew Meigh
Managing Director, Financial Planning
Hemel Hempstead, GB
Lee Tanner
Head of Property and Facilities
United Kingdom
Paris Jordan
Head of Responsible Investing
London, GB
Stef McIps
Head of Procurement
United Kingdom
Steve Allin
Head of ICT Infrastructure
United Kingdom
Jamileh Tufail
Head of Brand and Creative
London, GB
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