30th Apr 2025 OnDemand
With the dust now settled and the effects of the Autumn Budget finally digested, we believe the investment case for AIM shares remain as compelling as ever.
Our OnDemand webinar covers:
Director of Asset Management
Linkedin ProfileChris is a Director of Asset Management, having joined Charles Stanley in April 2014. He is responsible for Charles Stanley's range of open-ended UCITS investment funds as well as the Charles Stanley Blended MPS suite. Chris is a CFA Charterholder, holds the Investment Management Certificate, and has a Masters degree in Mathematics from Oxford University.
Head of Intermediary Sales and Strategic Partnerships
Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SE region and he also spent 4 years as their Head of Marketing. Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients.
Head of Inheritance Tax
James is the head of the AIM Inheritance Tax Team and has extensive experience with managing AIM portfolios. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there, James had one of the best AIM track records in the industry and oversaw a period of very strong inflows.
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