Areas of expertise

Jamie works closely with high-net-worth, multi-generational families, providing tailored investment strategies across Family Investment Companies, Discretionary Trusts, pensions, offshore bonds, and general investment accounts.

Experience

Jamie is a Partner and based in the Glasgow office. He has 13 years of experience in the investment industry, including 11 years with the firm.

He graduated from the University of Glasgow with an MA (Hons) in Economics and a Masters of Science in Financial Risk Management.

Professional qualifications/memberships

• Chartered Wealth Manager
• Chartered Fellow of the Chartered Institute of Securities & Investments (CISI)