30th Jul 2025 Online
We explored how AIM has evolved over the decades—and why it remains a compelling space for investors today. Watch this recording to see the answers to your questions below:
Head of IST Strategic Partnerships (South)
Linkedin ProfileTom 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 SW 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. Outside work Tom loves to ski in the winter, play golf when the sun is out and run around after his 4 sons.
Head of IHT
Linkedin ProfileJames 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.