Send us an enquiry or talk directly to one of our specialists.
- {[ recentSearch.term | urldecode ]}
RECENTLY SEARCHED
Popular searches
Glasgow Office Team
Investec Wealth & Investment

Our Glasgow team offers a wealth of experience in providing bespoke solutions to cater for our clients’ financial goals, whether this be for individuals, charities, trusts or intermediaries.

Sandy Aiton
Senior Investment Director
Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.
Sandy Aiton
Senior Investment Director
Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.

Kathleen Barrie
Paraplanner
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
Kathleen Barrie
Paraplanner
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Lisa Brown
Investment Director
I manage assets on behalf of private clients, personal pension schemes, trusts and charities.
Lisa Brown
Investment Director
I manage assets on behalf of private clients, personal pension schemes, trusts and charities.

Stephen Cotter
Senior Financial Planning Director
As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.
Stephen Cotter
Senior Financial Planning Director
As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.

Fraser Craig
Investment Manager
I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.
Fraser Craig
Investment Manager
I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

Lee Crowe
Business Development Director
To support advisers when building their investment proposition.
Lee Crowe
Business Development Director
To support advisers when building their investment proposition.

Arlene Ewing
Divisional Director and Head of Office
My main priority is to deliver first class personal service to my clients and to continue building long-term relationships. I have been in the industry for over 30 years and now have the pleasurable task of heading up the Glasgow office and I am keen to continue building on the success the office has already achieved.
Arlene Ewing
Divisional Director and Head of Office
My main priority is to deliver first class personal service to my clients and to continue building long-term relationships. I have been in the industry for over 30 years and now have the pleasurable task of heading up the Glasgow office and I am keen to continue building on the success the office has already achieved.

Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.

George Hunt
Senior Investment Director
George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.
George Hunt
Senior Investment Director
George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

Michael Jack
Financial Planning Director
As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.
Michael Jack
Financial Planning Director
As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.

Adam Kerr
Trainee Paraplanner
I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.
Adam Kerr
Trainee Paraplanner
I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.

David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.

Cameron Kinnaird
Senior Investment Director
My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.
Cameron Kinnaird
Senior Investment Director
My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.

Catherine McMorrin
Senior Investment Director
My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.
Catherine McMorrin
Senior Investment Director
My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.

Derek McNish
Senior Investment Director
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.
Derek McNish
Senior Investment Director
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.

Brian Quigley
Senior Investment Director
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Brian Quigley
Senior Investment Director
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Kirsty Sharp
Associate Investment Director
I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.
Kirsty Sharp
Associate Investment Director
I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

Mary Young
Senior Investment Director
I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.
Mary Young
Senior Investment Director
I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

Sandy Aiton
Senior Investment Director
Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.
Sandy Aiton
Senior Investment Director
Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.

Kathleen Barrie
Paraplanner
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
Kathleen Barrie
Paraplanner
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Lisa Brown
Investment Director
I manage assets on behalf of private clients, personal pension schemes, trusts and charities.
Lisa Brown
Investment Director
I manage assets on behalf of private clients, personal pension schemes, trusts and charities.

Stephen Cotter
Senior Financial Planning Director
As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.
Stephen Cotter
Senior Financial Planning Director
As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.

Fraser Craig
Investment Manager
I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.
Fraser Craig
Investment Manager
I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

Lee Crowe
Business Development Director
To support advisers when building their investment proposition.
Lee Crowe
Business Development Director
To support advisers when building their investment proposition.

Arlene Ewing
Divisional Director and Head of Office
My main priority is to deliver first class personal service to my clients and to continue building long-term relationships. I have been in the industry for over 30 years and now have the pleasurable task of heading up the Glasgow office and I am keen to continue building on the success the office has already achieved.
Arlene Ewing
Divisional Director and Head of Office
My main priority is to deliver first class personal service to my clients and to continue building long-term relationships. I have been in the industry for over 30 years and now have the pleasurable task of heading up the Glasgow office and I am keen to continue building on the success the office has already achieved.

Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.

George Hunt
Senior Investment Director
George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.
George Hunt
Senior Investment Director
George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

Michael Jack
Financial Planning Director
As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.
Michael Jack
Financial Planning Director
As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.

Adam Kerr
Trainee Paraplanner
I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.
Adam Kerr
Trainee Paraplanner
I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.

David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.

Cameron Kinnaird
Senior Investment Director
My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.
Cameron Kinnaird
Senior Investment Director
My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.

Catherine McMorrin
Senior Investment Director
My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.
Catherine McMorrin
Senior Investment Director
My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.

Derek McNish
Senior Investment Director
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.
Derek McNish
Senior Investment Director
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.

Brian Quigley
Senior Investment Director
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Brian Quigley
Senior Investment Director
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Kirsty Sharp
Associate Investment Director
I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.
Kirsty Sharp
Associate Investment Director
I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

Mary Young
Senior Investment Director
I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.
Mary Young
Senior Investment Director
I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.
Sandy Aiton
Senior Investment Director
Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.
Kathleen Barrie
Paraplanner
I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
Lisa Brown
Investment Director
I manage assets on behalf of private clients, personal pension schemes, trusts and charities.
Stephen Cotter
Senior Financial Planning Director
As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.
Fraser Craig
Investment Manager
I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.
Lee Crowe
Business Development Director
To support advisers when building their investment proposition.
Arlene Ewing
Divisional Director and Head of Office
My main priority is to deliver first class personal service to my clients and to continue building long-term relationships. I have been in the industry for over 30 years and now have the pleasurable task of heading up the Glasgow office and I am keen to continue building on the success the office has already achieved.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
George Hunt
Senior Investment Director
George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.
Michael Jack
Financial Planning Director
As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.
Adam Kerr
Trainee Paraplanner
I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
Cameron Kinnaird
Senior Investment Director
My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.
Catherine McMorrin
Senior Investment Director
My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.
Derek McNish
Senior Investment Director
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.
Brian Quigley
Senior Investment Director
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Kirsty Sharp
Associate Investment Director
I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.
Mary Young
Senior Investment Director
I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.
Important information
The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.