Fiona Elliott Edinburgh office
Fiona Elliott

Fiona Elliott

Associate Investment Director

Edinburgh

+44 (0) 131 226 5000

About me

I focus on the discretionary management of individual clients, trusts and charities. As well as managing my own clients, I work closely with the executive director to take care of the day-to-day management of our wider client base. My priority is to understand the specific needs of my clients, allowing me to deliver the most suitable range of investment options to them.

Background/Experience

I’m a Chartered Accountant and a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). After graduating, I joined the KPMG audit banking team in London and qualified as a Chartered Accountant before relocating to the Hong Kong office. I then moved to the corporate finance platform at Deutsche Bank in Hong Kong, before returning to Edinburgh. In 2012 I joined Williams de Broё which was later taken over by Investec.

My interests

I enjoy running and I am kept busy spending time with my husband and three children.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I take great satisfaction in helping my clients create a bespoke portfolio solution to meet their current and longer term needs.

Fiona Elliott