Changing of the guard at Anderson Strathern Asset Management

Anderson Strathern Asset Management, the financial planning and investment business wholly owned by Scottish legal firm Anderson Strathern LLP, has hired Graham Clark from Adam & Company as its new Chief Executive. Clark was a director at Adam & Company and their Head of Financial Planning.

Anderson Strathern Asset Management’s previous CEO, John Brett, who joined in 2016 from Aberdeen Asset Management is moving to the role of Chair. Specialising in financial planning and investment advice, the asset management business is closely aligned with its parent company Anderson Strathern LLP, a full service law firm. The business now has £250 million under management with over 300 clients.

Graham Clark, Chief Executive, Anderson Strathern Asset Management said:

“Over the last few years, John and the team have established the firm as a key player in the financial planning and investment market in Scotland. It’s in a unique position to offer high quality services to the law firm clients and the wider market  It’s a great privilege to be joining the business as Chief Executive and I’m looking forward to working closely with John Brett.”

John Brett, who will be Chair of Anderson Strathern Asset Management said:

“Getting someone of Graham’s calibre on board is a real coup for Anderson Strathern Asset Management.  He brings strong expertise in financial planning, investment management and risk management, coming in from one of the country’s top private banks. He’s a first-class fit for the business, its team and its clients.”

James Glass has also been hired as a Chartered Financial Planner. Glass joins from Pannells Financial Planning (formerly PKF) in Edinburgh and will work closely with fellow Chartered Financial Planner Anna Gratwick and Financial Planner Neil Cameron. Anderson Strathern Asset Management’s headcount is now up to 19 and the firm intends to seek further hires in 2020.

Graham Clark said:

“We’re really pleased to get James on board to further strengthen a team that already provides the best end-to-end services in the market. Strong financial planning and multi-asset solutions characterise the requirements of our client base, set against a backdrop of regulatory change and some current economic uncertainty. We’re confident we have just the right team in place to guide our clients through the financial thicket.”

This information is obtained from sources considered reliable, but its accuracy and completeness is not guaranteed by Anderson Strathern Asset Management Limited. Neither the information nor any opinions expressed constitute financial advice. Investments can fluctuate in price, value and/or income and may return less than the original amount invested. Past performance is not necessarily a guide to future performance. Anderson Strathern Asset Management Limited is authorised and regulated by the Financial Conduct Authority.