Alistair King

Alistair King Email and Phone Number

Director of Private Clients at Charles Stanley - Managing investment portfolios for an exclusive number of wealthy clients @ Charles Stanley & Co. Limited
london, greater london, united kingdom
Alistair King's Location
Greater London, England, United Kingdom, United Kingdom
Alistair King's Contact Details

Alistair King work email

Alistair King personal email

n/a
About Alistair King

I invest money for a hand-picked list of wealthy individuals. I build and maintain bespoke portfolios that suit their current and long term requirements, and I manage and adapt those portfolios as their needs change. Invariably I do the same for their friends and children.We operate with a pure fee structure of 0.9% (lower over £1m) if you maintain KYC and risk appetite information for your client, 1.25% if we do (but falling to 0.3% over £1m).Why come to Charles Stanley? We're well established - we've been around for over 200 years; We're focussed on private clients and trusts - we don't get involved in other areas of finance that might distract us; We have a strong research capability with dedicated sector and asset class analysts; We have a rigorous risk monitoring process and good administration,Why me and his team? I have been managing portfolios for over 20 years and have built a useful arsenal of experience and I have two investment managers who support me - giving us depth and breadth. I look after a focussed and very manageable number of clients; I will want a long term relationship with you and your clients and I will build them a truly bespoke portfolio; I have a well defined investment process which delivers consistent outperformance.I trained and worked as an equity analyst for ten years at Charles Stanley culminating in being joint Head of Research. This has given me invaluable skills in selecting investments and understanding companies and markets. When my clients ask me about decisions that I have made in their portfolio - I can explain it to them because I am not a relationship manager fronting decisions made by a central model portfolio.Typically my clients are high earning professionals with taxable accounts, ISAs and SIPPs or retired wealthy individuals with inheritance tax planning bonds and Trusts. In most cases I will work with a financial planning consultant to structure their investments tax efficiently.

Alistair King's Current Company Details
Charles Stanley & Co. Limited

Charles Stanley & Co. Limited

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Director of Private Clients at Charles Stanley - Managing investment portfolios for an exclusive number of wealthy clients
london, greater london, united kingdom
Employees:
710
Alistair King Work Experience Details
  • Charles Stanley & Co. Limited
    Director Of Private Clients
    Charles Stanley & Co. Limited Jul 2019 - Present
  • Charles Stanley & Co. Limited
    Senior Investment Manager
    Charles Stanley & Co. Limited 1993 - Present
    London, United Kingdom

Alistair King Skills

Investments Wealth Management Portfolio Management Investment Management High Net Worth Individuals Equities Investment Advisory Asset Allocation Wealth Wealth Management Services Investment Strategies Fixed Income Management Financial Services Asset Managment Discretionary Portfolios Private Clients Investment Portfolio Investors Wealth Accumulation Strategies

Alistair King Education Details

Frequently Asked Questions about Alistair King

What company does Alistair King work for?

Alistair King works for Charles Stanley & Co. Limited

What is Alistair King's role at the current company?

Alistair King's current role is Director of Private Clients at Charles Stanley - Managing investment portfolios for an exclusive number of wealthy clients.

What is Alistair King's email address?

Alistair King's email address is al****@****y.co.uk

What schools did Alistair King attend?

Alistair King attended Oxford Brookes University, Allhallows.

What skills is Alistair King known for?

Alistair King has skills like Investments, Wealth Management, Portfolio Management, Investment Management, High Net Worth Individuals, Equities, Investment Advisory, Asset Allocation, Wealth, Wealth Management Services, Investment Strategies, Fixed Income.

Who are Alistair King's colleagues?

Alistair King's colleagues are Charles Stanley, Robert Baxter, Ujwal Hareesh, Nina Reynolds, Paul Williams, James Dawson, Adam Carruthers.

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