Simon Scott-White

Spear’s Review

Simon Scott-White looks after a multitude of private clients, including HNWs, charities, trusts and pension portfolios, as head of the Oxford office of investment management firm Charles Stanley.

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. 

Entering the financial industry in the 1990s, Scott-White brings his expertise in portfolio management, asset allocation and investment strategy to ensure that his clients have a stress-free experience when it comes to their wealth.