Charles Stanley hires portfolio manager for IHT service

Spent five years at Charlotte Square

Charles Stanley has hired James Rae from Charlotte Square as portfolio manager for the firm's inheritance tax portfolio service.

Rae spent five years at Charlotte Square, most recently as a portfolio manager where he was responsible for the firm's AIM IHT service. The IHT service has over £250m funds under management (FUM) and administration amid an increase in flows over the past 12 months. Charles Stanley boosts intermediary team with double hire Christopher Aldous, head of Charles Stanley Asset Management said; "The Charles Stanley IHT service has received strong support from intermediaries as the service provides one of the quickest and easiest means of reducing a potential IHT liability whilst enabling ...