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Who's Moving Where In Wealth Management? – Investcorp, Ince, Others

Editorial Staff

21 June 2022

Investcorp
has appointed James Rae as head of inheritance tax portfolio management.

Rae joined the firm’s IHT team in July 2017. Prior to joining the business, he worked at Charlotte Square Investment Managers in Edinburgh, where he was the lead manager of the HIS service.

In his new role, Rae will report to Dan James, head of asset management, and is based in the Charles Stanley London office.