THORNTONS INVESTMENTS - Key Persons
Job Titles:
- Member of the Investment Team
- Head of Client Investments
Andrew joined Thorntons Investments in May 2021 and is a Chartered Wealth Manager and fellow of the CISI. Prior to joining Thorntons, he spent two years with 7IM, managing portfolios for individuals, trusts and charities. His first role was with Rossie House Investment Management, a boutique wealth manager in Edinburgh & Perthshire, joining as a graduate and staying for over 8 years.
Job Titles:
- Member of the Investment Team
- Client Investment Assistant
Job Titles:
- Member of the Investment Team
- Client Investment Assistant
Job Titles:
- Equity Analyst
- Member of the Investment Team
Job Titles:
- Member of the Investment Team
- Head of Financial Planning
Job Titles:
- Investment Manager
- Member of the Investment Team
Ciaran joined Thorntons Investments in 2011 and is based in our Edinburgh office. He is part of our investment management team focusing on the selection of AIM listed companies for our AIM IHT proposition. Ciaran is a Chartered Fellow of the CISI, and in 2013 he was the top Scottish performer in the CISI Masters exam.
Job Titles:
- Head of Business Development
- Member of the Investment Team
David has over thirty years' industry experience in a variety of customer service, technical and business development roles. He joined Thorntons Investments in 2016 and as Head of Business Development is responsible for the marketing and distribution of Thorntons Investments AIM IHT Portfolio Service and MPS portfolios to Intermediaries and Wealth Managers, through a number of leading third-party platforms.
Job Titles:
- Member of the Investment Team
- Non Executive Director
Job Titles:
- Member of the Investment Team
- Fellow of the Chartered Institute for Securities & Investment
- Senior Client Investment Manager
Gail joined Thorntons in 2019. A Fellow of the Chartered Institute for Securities & Investment, Gail has over 25 years investment management experience. She spent 9 years at Brown Shipley managing portfolios for individual clients, trusts and charities, having previously worked with Lindsays.
Job Titles:
- Human Resources Manager
- Member of the Investment Team
Leigh looks after the wellbeing of our team. A Yorkshire lass with over 20 years' experience as an HR specialist, Leigh chose to move from a large PLC to join our team - enticed by our entrepreneurial spirit and ambition. Leigh deals with all our HR functions, from recruitment and resourcing to policy development and employee relations. Her ongoing work with personal development and employee relations contributes to a business culture we are proud to be part of.
Matt Strachan - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Member of the Investment Team
Matt has over 30 years' industry experience, and as head of our investment management function has overall responsibility for managing our range of MPS portfolios and AIM IHT Portfolio Service. His long-term investment discipline generated strong performance when he managed the Alliance Trust Investments North America Equity Fund, receiving a Morningstar/OBSR Bronze award within one year of fund launch. Matt's considerable international investment experience saw him successfully selling out of Japan at the top of the market (1989/90), a bold move made with analytical and measured judgement.
Job Titles:
- Member of the Investment Team
- Senior Client Investment Manager
A Fellow of the Chartered Institute for Securities and Investment, and with coveted Chartered Wealth Manager status, Matthew was a welcome addition to our team in 2016. With over 15 years of investment experience, working in both large and small organisations, most recently at Brewin Dolphin, Matthew manages portfolios for individuals, trusts and charities. Matthew enjoys working with clients to provide them with the best service throughout the different stages of their lifetime and as their goals and objectives change.
Job Titles:
- Member of the Investment Team
- Senior Business Development Manager
Nick's long career in financial services saw him spend many years as an account manager with Standard Life in Southampton followed by business development roles with Brewin Dolphin and Close Brothers. Much of his time has been spent working with intermediaries and wealth managers across London and the South Coast, using his extensive knowledge and experience to offer investment solutions and support.
He has particular expertise in the use of Business Relief qualifying AIM investment for IHT planning, and works to help and support adviser firms in this field.
Job Titles:
- Member of the Investment Team
- Client Investment Manager
Sarah joined the team in August 2015 and is a Chartered Member of the Chartered Institute for Securities and Investment.
Sarah manages portfolios for individuals, trusts and charities and enjoys interacting with clients to ensure the best outcomes for them, in line with their goals and objectives.
Job Titles:
- Compliance Manager
- Member of the Investment Team
Shirley's career in Financial Services spans 30 years, starting at Gateway Building Society in a customer services role and moving on to Bradford & Bingley where she gained her professional qualifications, undertaking the role of Senior Financial Planning Adviser. Eager to further her career, she was delighted to be selected as the first Branch Manager of a new local branch of Skipton Building Society who were expanding their network of branches in Scotland. Shirley has spent most of her career in a client facing role, however, in more recent years, she has been using that experience and applying it to her current role as Compliance Manager. Regulation is fast moving and ever changing; the role of the Compliance Team in Thorntons Investments is to keep abreast of those changes and ensure we look after our valuable client relationships.
Shirley was a member of the Territorial Army Royal Signals Regiment and was recognised nationally with an outstanding recruit award after completing military training - never afraid to get her hands dirty.
Job Titles:
- Member of the Investment Team
- Client Investment Manager
Simon joined Thorntons Investments in May 2023. Previously he has worked as a stockbroker, private banker and investment specialist helping to develop and overhaul investment propositions. According to Simon, the best part of working in investments is helping clients realise their best possible future by solving their financial issues. He works with individual clients, charities, trusts and companies to ensure they are getting the most from their investments. Something you didn't know about Simon : Much like many of the team Simon is an ex rugby player, previously having played even further north than Dundee when he lived in Sweden. OK
Job Titles:
- Chief Executive
- Member of the Investment Team
As Chief Executive, Stephen embodies the energy and passion of our team, leading with an entrepreneurial flair and a sincere commitment to our staff, clients and stakeholders. Stephen has more than 25 years' experience as an investment management professional and has a detailed knowledge of model portfolio methodology, private equity and corporate pension legislation.
Job Titles:
- Financial Controller
- Member of the Investment Team
With over 25 years of accountancy experience, Tim has worked in private practice and a variety of industries ranging from a chain of night clubs to a country estate. Tim joined Thorntons Investments in 2014, and plays a key role in our strategic growth plans. The highlight of Tim's day is being part of a great team - his dry humour helps to make numbers fun!