Experience

Adam & Company Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Strategy and Development

  • Jan 2023 - Present

  Edinburgh, Scotland, United Kingdom

• Head of Scotland and The North of England

  • Oct 2022 - Feb 2023

  Edinburgh, Scotland, United Kingdom



Punter Southall Wealth, a Canaccord Genuity Company

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Scotland and The North of England at Punter Southall Wealth

  • Dec 2019 - Feb 2023

  Edinburgh, United Kingdom



Psigma Investment Management, a Canaccord Genuity Company

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Head of Scotland and The North of England

  • Jan 2018 - Feb 2023

  Edinburgh, United Kingdom Founder of Edinburgh Office for Psigma Investment Mangement.

• Senior Investment Director

  • Feb 2014 - Jan 2018

  Edinburgh, Scotland, United Kingdom Senior Investment Direcetor at Psigma Investment Management and Founder of the Edinburgh Office, managing funds on behalf of Private Clients, Trusts, SIPPs, Pension Schemes, Companies and Charities and responsible for the delivery of discretionary investment management services across Scotland and the North of England.



Rathbones Group Plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Director

  • Feb 2002 - Feb 2014

  Edinburgh, United Kingdom Investment Director managing funds on behalf of Private Clients, Trusts, SIPPs and Charities. Based in Edinburgh from 2007 to 2014,having worked in the London office of Rathbones from 2002 to 2007.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director

  • Apr 1990 - Feb 2002

  HSBC Investment Management London Director of Investment Management Division. Managed £200m of assets for Private Clients, Trusts, SIPPs and Charities.



Bibendum Wine

• United Kingdom
• Beverage Manufacturing
• 100 - 200 Employee

• Manager and Sales assistant

  • Oct 1989 - Apr 1990

  London, United Kingdom Sales assistant in the wine warehouse in Regent's Park and Manager of the company's small franchise in the Bibendum Building in Chelsea.