Our people
Our team provide an exceptional breadth and depth of global advice and planning, combined with institutional-quality investment management.
Meet the Team
James Adamson
Financial Planner
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Ally Ahmed
Wealth Manager
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Kashim Ahmed
Portfolio Manager
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Lauren Austin
Portfolio Manager
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James Barrie
Wealth Manager
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Paul Bentley
Wealth Manager
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Graeme Brock
Portfolio Manager - Head of Scotland Office
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George Bromfield
Head of Adviser Solutions
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Alex Bromley
Portfolio Manager
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James Bromley
Portfolio Manager
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William Brown
Wealth Manager
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Alexandra Buchan-Heelas
Head of Financial Intermediary Office
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Helen Butterfield
Wealth Manager
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Poppy Campbell-Lamerton
Wealth Manager
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Peter Chalmers
Paraplanner
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Jenna Cochrane
Assistant Financial Planner
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Lewis Cole
Wealth Manager
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Alexander Cottrell
Portfolio Manager
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Todd Cowan
Wealth Manager
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Charlotte Coysh
Assistant Portfolio Manager - Team Leader
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Jessica Crane
Wealth Manager
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Chris Dalziel
Head of Insurance Solutions
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Nicholas Denbow
Investment Director
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Ian Dickson
Paraplanner
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Georgina Donger
Portfolio Manager
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Sean Doyle
Portfolio Manager
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Luke Edy
Wealth Manager
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Rupert Elwes
Head of Private Clients
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Ian Enslin
Portfolio Manager
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Caileigh Faure
Portfolio Manager
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Robert Fernando
Portfolio Manager
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Latif Fofanah
Portfolio Manager
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Mairi Glendinning
Portfolio Manager
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Jonathan Gold
Wealth Manager
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Geordie Gordon Lennox
Portfolio Manager
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Peter Grant
Portfolio Manager
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George Haggas
Portfolio Manager
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Stephen Hall
Chartered Financial Planner
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George Hall, CFA
Portfolio Manager
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Mary Haly, FCA, Chartered Fellow CISI
Portfolio Manager
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Nick Hammond
Head of Private Wealth
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William Harris
Portfolio Manager
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Roger Haxton
Portfolio Manager
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Jason Hemmings
Head of Financial Planning - Edinburgh
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Kim Hinds
Wealth Manager
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Cuthbert Hopkinson, CFA
Portfolio Manager
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Lesley Irvine-Rae
Financial Planner
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Alistair Jackson
Wealth Manager
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Henry Johnstone
Portfolio Manager
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Oliver Jones-Davies
Portfolio Manager
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Jenny Judd
Wealth Manager
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Gary Kruger
Portfolio Manager
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Shadrack Kwasa
Client Director, Insurance Solutions
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Simon Laing
Portfolio Manager
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Stuart Lamont
Financial Planner
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Tom Lawson, CFA
Portfolio Manager
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Richard List
Portfolio Manager
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Claire Logue
Paraplanner
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Lachlan Lowick
Portfolio Manager
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Sean Lowson
Chartered Financial Planner
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Charles Macfadyen
Portfolio Manager
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Jim Mackie
Portfolio Manager
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Scott Macphail
Paraplanner
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Gavin Macphee
Financial Planner
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Marco Malagoni
Wealth Manager
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Rose Masaka, CFA
Portfolio Manager - Team Leader
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Allan Mazura
Portfolio Manager
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Christopher McGuinness, CFA
Portfolio Manager
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Kate Miller
Managing Director, Insurance Solutions
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Joshua Moss
Head of US Private Wealth
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Thulasi Muraleetharan
Portfolio Manager
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Oliver Murray
Portfolio Manager
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Adam Myers
Wealth Manager
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Donald Norman
Director
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Katrina Norris
Portfolio Manager
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Drew Nutsford
Chartered Financial Planner
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Jamie O'Neill
Portfolio Manager
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Greg Oldfield
Wealth Manager
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Diego Pajaro
Wealth Manager
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Robert Paul
Chief Commercial Officer
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Algernon Percy
Portfolio Manager
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James Pike
Head of Charities
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Jenny Quan
Portfolio Manager
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Nicole Ralph, CFP
Wealth Manager
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Alan Reid
Head of Wealth Planning - Scotland
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Alan J Reid
Financial Planner
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Owain Roberts, CFA
Portfolio Manager
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Charles Robinson
Investment Director
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Christopher Rose
Portfolio Manager
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Thomas Saville
Portfolio Manager
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Keith Sheehan
Wealth Manager
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Martin Shipp
Portfolio Manager
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Mark Smith
Portfolio Manager
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Scott Snedden
Chartered Financial Planner
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Sara Steen
Portfolio Manager
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Jan Thompson
Wealth Manager
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Nick Travis
Portfolio Manager
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Darren Treasure
Head of Caribbean Office
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Simon Wigglesworth
Chartered Financial Planner
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Stuart Young
Portfolio Manager
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