Grant Milne

Grant Milne

Senior Investment Director
Edinburgh office

About me

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I lead a team of six investment and administrative staff who all assist clients in achieving their objectives.

Background/Experience

With close to three decades of experience in investment management, I have helped clients navigate the peaks and troughs of the stock market. This has enabled me to build trust and establish long term relationships with clients and future generations. I am a Chartered Fellow of the Chartered Institute for securities & Investment, and I hold a BA (Hons) degree in Business Studies.

My interests

I am a keen golfer playing in St Andrews and East Lothian. I also enjoy playing tennis, skiing, keeping fit and watching football.  

My areas of expertise

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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'm also an expert in...

Where to find the best fish and chips in St Andrews.

Edinburgh rocks
Grant Milne

I have the autonomy and resources at Investec to design and manage the most appropriate investment solutions for my clients' needs.