David Hamilton Stubber Chartered Fcsi Email & Phone Number

I am a senior investment manager in the Oxford office of Charles Stanley where we create and manage both individual and appropriate investment portfolios for Private individuals, Trusts and Charities. We also offer our clients the opportunity for financial planning from our office and work closely with solicitors and accountants to provide investment solutions for their clients.Charles Stanley & Co. Limited is one of the UK's leading, independently owned Investment Management businesses with some £23.8 billion of funds under management and administration (June 2018). In the Oxford office we specialise in fully bespoke Discretionary Investment management but are also able to provide clients access to a wide range of Investment Management solutions including; Collective Model Portfolios IHT/AIM Portfolio Service Court of Protection Services Ethical Investments SIPPs and SSAS's Financial Planning Further information can be found on our Oxford microsite at www.charles-stanley.co.uk/oxford or email me at david.hs@charles-stanley.co.uk, or telephone 01865 320000

Listed skills include Investment Planning, Investment Advice, Discretionary Portfolio Management, Portfolio Management, and 1 others.

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  Chartered Investment Manager Fcsi

  Charles Stanley

  Jun 2018 - Present - Oxford, United Kingdom

  As a Chartered Fellow of the Chartered Institute for Securities & Investment I have enjoyed many years looking after private clients, trusts and pension companies. This involves managing a wide range of investments, as well as also helping professional intermediaries with investment issues both on behalf of their clients and trusts.