Former 7IM head of wealth management to join James Hambro & Partners

Montgomery to open Edinburgh office

Lauren Mason
clock
Alex Montgomery of James Hambro & Partners
Image:

Alex Montgomery of James Hambro & Partners

Alex Montgomery, former head of wealth management at 7IM, is to join James Hambro & Partners as partner from today (1 February) to head up its new Edinburgh office.

Montgomery, who was joint CEO of Tcam Asset Management before it was acquired by 7IM in 2018, will run JH&P's second regional office. The former head of Aberdeen Standard Capital Aidan Butler opened its first outpost in Leeds at the beginning of 2020. The firm expects the new office to open by April and said there are "more hires in the pipeline". "We want to have the capacity to deliver all the firm's services from the Edinburgh office, so that will mean recruiting experienced and capable financial planning and investment professionals and support staff," Montgomery explained. "Ho...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Wealth Management

Brian Raven, Tavistock chief executive

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read
The largest revenue growth opportunity will be in the affluent and low high-net-worth client segments with more than $300k and less than $5m in wealth.

Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments

Morgan Stanley and Oliver Wyman report

clock 10 June 2022 • 2 min read
Andrew Shepherd, CEO of Brooks Macdonald

Brooks Macdonald set to acquire Integrity Wealth Solutions

Funds under management of £250m

Elliot Gulliver-Needham
clock 23 May 2022 • 2 min read
Trustpilot