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Resources and Analysis

People are our key resource. Highly skilled and professional, the investment management team aims to add value to your portfolio on a consistent basis.

In addition to looking after clients, all managers are involved in setting overall investment strategy. Our investment process combines a top-down view of world economies and markets with bottom-up research, which looks at specific stocks, sectors and funds used to construct individual portfolios.

We use a wide range of research sources and analytical tools in order to provide an innovative and creative approach to investment management.

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Associated Personnel

Partners
Alex Montgomery
Principals
Haig Bathgate
Directors
Neil MacPherson
Investment Managers
Evangelos Assimakos
Duncan Blyth
Peter Forrester
Richard Hyder
Gavin Maxwell
Dennis McGrath
Trainee Investment Managers
Catriona Livingstone