James Rae

James Rae has a strong background in investment management and inheritance tax. James has worked as an Investment Manager and Head of the AIM IHT Service at Charlotte Square from 2012 to 2017. During this time, they achieved top quartile AIM performance and impressive total return rates. In 2017, they joined Charles Stanley & Co. Limited as an Investment Manager, specializing in the AIM Inheritance Tax Service. James grew their book of business to £200m and continued to deliver top quartile AIM performance. In February 2022, they were promoted to the role of Head of Inheritance Tax at the company.

James Rae has a diverse education history. James attended Loretto School from 1998 to 2005, where they achieved the designation of Academic Scholar. Following this, they pursued a Bachelor of Science (Hons) degree in Physics from the University of Warwick from 2005 to 2008. James then enrolled at the University of Bath to study Accounting and Finance, although the exact duration of this program is not specified. James Rae has also obtained several additional certifications. James completed the Private Client Investment Advice & Management (PCIAM) program from The Chartered Institute for Securities & Investment (The CISI) in December 2017. Additionally, they have started but not completed the CFA Level 1 and the Investment Management Certificate, both offered by the CFA Institute and CFA UK respectively. It is worth noting that the specific start and end years for some educational experiences are not provided.