Simon Scott-White

Spear’s Review

‘We want to be one of the leading wealth managers in the UK in the next few years,’ Simon Scott-White has said of investment management firm Charles Stanley. 

As head of the firm’s Oxford office, Scott-White looks after a multitude of private clients, including HNWs, charities, trusts and pension portfolios. His responsibilities include increasing portfolio values, reducing any financial pressure his clients may face, organising intergenerational transfer of wealth, building business exit strategies, and increasing clients’ financial security.

‘We are investment managers and not traditional stockbrokers,’ he said. ‘We have a lot more of a holistic view of looking after clients. We work with solicitors, accountants and IFAs hand in hand to ensure our clients have a team of experts around them.’