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Regional stars: 11 of our best Scottish wealth profiles - part 1

In almost a decade of profiling wealth managers we have crossed and re-crossed all the major regions of the UK.

In almost a decade of profiling wealth managers - from stand-out practitioners, to executives at national and international firms, to those at the forefront of tech and entrepreneurship, and all stops in between - we have crossed and re-crossed all the major regions of the UK.

Here we present the first part of our selection of stand-out stars in Scotland. 

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In almost a decade of profiling wealth managers - from stand-out practitioners, to executives at national and international firms, to those at the forefront of tech and entrepreneurship, and all stops in between - we have crossed and re-crossed all the major regions of the UK.

Here we present the first part of our selection of stand-out stars in Scotland. 

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Fenella Maclean, Rensburg Shepperds

Wealth Manager’s very first coverstar way back in 2009 was the inimitable Fenella MacLean, two years after she launched an Edinburgh office for Rensburg Shepperds, and a few years before the business became Investec.

The full profile can be read here 

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Colin Mann, Adam & Co

Relatively new at Adam & Co at the time of the original interview in 2010, Colin Mann, director of specialist advice at the venerable Scots bank, last year celebrated a decade of service at the firm.

That this has occurred during one of the most turbulent periods of its history, with a series of departures at the top amid controversy about RBS’s management of its back office system, is testament to his staying power.

The full profile can be read here 

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Murray Mackay, Investec

Also interviewed back in 2010 at what at the time was the Scottish outpost of Williams de Broe, Murray Mackay has not just survived but thrived under its new ownership, rising to board level of Investec Wealth & Investment and regional director of Northern Ireland in addition to Scotland. 

The full profile can be read here 

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Stuart Macdonald, Balmoral Asset Management

At the time of our interview head of his own business for just over a decade, Stuart Macdonald will next year be celebrating 20 years as director of Balmoral.

Speaking to the Scotsman in 2016 he said that having grown to 11 wealth advisers, he was now focused on training a new generation of staff.

The full profile can be read here 

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Alec Stewart, Anderson Strathern   

The soft-spoken and fresh-faced head of private client law firm Anderson Strathern’s investment division was in 2011 prepping the business to be spun off as a stand-alone entity.

Stewart, by background a solicitor left the group in 2016 and joined Scottish law firm Thorntons as partner.

The full profile can be read here

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Charles Fotheringham & Colin Robertson, Gillespie Macandrew

Staying with Scottish private law firms, Charles Fotheringham & Colin Robertson, then heads of investment at Gillespie Macandrew were in 2011 similarly preparing for a change in ownership.

In their case this was via a sale to Brown Shipley at the end of that year, where Fotheringham remains as client relationship director in Scotland. Robertson moved to boutique Charteris in 2015. 

The full profile can be read here

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Amanda Forsyth, Charlotte Square 

A member of the great Adam & Co exodus that spread across Edinburgh at the turn of the decade, Forsyth had been with challenger business Charlotte Square for 18 months when we spoke to her in August 2011. Within a year she was off again, to Murray Asset Management, where she remains. 

The full profile can be read here 

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Alan Steel, Alan Steel Asset Management

‘I don’t go looking for a fight,’ said Alan Steel ‘scourge of Equitable Life, split cap salesmen and the commission-hungry’ in our 2011 profile. ‘But if I see something wrong I am not going to keep quiet about it.’ Plenty would testify to those words from one of wealth management’s least-compromising veterans.

The full profile can be read here 

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Richard Charnock & Eddie Reynolds, Standard Life Wealth

Standard Life Wealth’s top brass have a remit much larger than Scotland, but a reckoning of local talent wouldn’t be compete without Edinburgh’s biggest name.

Speaking in 2012, executive director Charnock was singing from the vertically integrated songbook before it even had a name.

The full profile can be read here 

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Simon Lloyd, Murray Asset Management  

Being spun out of its former law firm parent Murray Beith Murray into the teeth of the economic hurricane of 2008 might seem an inauspicious start for an investment firm, but by 2012 CIO Simon Lloyd was ready to describe himself as ‘cautiously optimistic’.

The full profile can be read here 

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