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.
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James Hambro & Partners
An independently-owned wealth management group that combines professional financial planning and investment management expertise to deliver a comprehensive client service. This page is constructed and maintained for investors in the UK.