Charles Stanley Oxford…

The Charles Stanley Oxford office has an enthusiastic team of financial professionals, providing bespoke investment portfolios. Charles Stanley has created financial security for many tens of thousands of people and the Oxford office work closely with many financial advisers and their clients in the region as well as solicitors and accountancy firms.

George Baker, Chartered FCSI

Senior Investment Manager

Giles McKean, Chartered FCSI

Senior Investment Manager

Rebecca Stein, Chartered FCSI Investment Manager

About us and our roles:

What are your areas of expertise?

Simon: I’m an investment manager as well as branch manager. I aim to grow the funds under management for the office to help us become the leading wealth managers in the UK.

George: I specialise is building investment portfolios to meet the needs and investment objectives of Private Clients, Charities and Trusts.

David: While having a good knowledge of investments and markets, I develop investment strategies to meet private clients’ financial goals by building portfolios around their investment objectives and risk tolerance, and managing these expectations on an ongoing basis, whilst maintaining a very high level of integrity both on a professional and personal level.

Giles McKean: I specialise in Funds and Investment Trusts, taking advantage of large discounts to net assets values when a particular area and/or manager is out of favour.

Giles Arkell: I take pride in private investors generating an attractive return on their savings. I am the most experienced investment manager in the Oxford team and look after client money as if were my own.

Rebecca: I work with clients to deliver truly bespoke investment solutions. I strive to fully understand my clients’ requirements and goals and my portfolios take into consideration ethical preferences, cherished holdings, and capital gains tax considerations.

Ria: I run the admin team, providing oversight for the office. I also head-up business development, staff development and training, marketing, events, and PR.

What do you enjoy about your work?

Simon: Autonomy – being able to develop the business as if it is our own. I love the entrepreneurial spirit and approach in the team.

George: I enjoy the psychological challenges of investing, the satisfaction of selecting ‘tomorrow’s winners’ and the relationships

Simon Scott-White, Chartered FCSI

Branch Manager

David Hamilton Stubber, Chartered FCSI

Senior Investment Manager

Giles Arkell, Chartered FCSI

Senior Investment Manager

Ria Shepheard, ACSI

Office Manager built up with both private clients and professionals over many years.

David: I very much enjoy being part of a team looking after client’s investments, as well as meeting those clients and having a chance to build rapport in a relaxed atmosphere and seeing the results of our combined efforts overtime.

Giles McKean: I particularly enjoy the challenge of investment management and shaping each portfolio to that particular client to help deliver them the lifestyle they want with the minimum drama possible.

Rebecca: I have the autonomy to provide a service that meets each of my clients’ individual needs. Reporting is tailored to each client meaning I can be in touch as often or as little as required. I take the time to build strong relationships with my clients over several years.

Ria: Managing people and having the freedom to be able to come up with new ideas for our clients and professional contacts.