Alex Montgomery

Partner And Head Of The Edinburgh Office at James Hambro & Partners

Alex Montgomery is a seasoned financial professional currently serving as Partner and Head of the Edinburgh Office at James Hambro & Partners since February 2021, where responsibilities include leading the firm's activities in Scotland and delivering comprehensive services to private clients and charities. Prior experience includes a role as Head of Wealth Management at Seven Investment Management LLP following its acquisition of Tcam Asset Management, where Alex had served as Joint Chief Executive Officer from 2012 until the acquisition in 2018. Additionally, Alex was a Partner at Turcan Connell from 1999 to 2015. Academic credentials include a Bachelor of Laws from The University of Edinburgh and a Chartered Wealth Manager qualification from the Chartered Institute for Securities & Investment.

Links



Teams

This person is not in any teams