SIMON SCOTT-WHITE

CHARLES STANLEY

Category
HNW Wealth Managers
Company Size
UK

2016/2017 was another record year for Charles Stanley’s Oxford branch, with FUMA up 43.4 per cent to £368.8 million and revenue up 51.6 per cent to £2.88 million. The structure of the branch’s business model has changed significantly in the past year, with a greater focus on working more with financial planners and other intermediaries to offer clients a total solution. Simon Scott- White’s next challenge is to reach FUM of £500 million: his ultimate target is to create a ‘regional super office’ with managed assets of over £1 billion. In preparation, Scott-White is looking to expand his team and move into new offices. He is the chairman of the Oxfordshire branch of the Game and Wildlife Conservation Trust.

Simon Scott-White