Anderson Strathern Asset Management (ASAM) has made three senior lateral hires to its team as CEO John Brett aims to establish the firm at the head of the Scottish investment advisory market.
Fiona Gillespie joins ASAM as a Senior Investment Manager from Aberdeen Asset Management, now Standard Life Aberdeen, where Fiona managed a range of mandate types from traditional balanced portfolios to income focused objectives, diversified absolute return mandates and de-risking solutions for pension funds. With former clients ranging from charity clients to local authority pension schemes, Fiona was the Co-Manager of the Aberdeen Managed Distribution Fund and Aberdeen Multi Asset Fund from 2003 to 2017 and the Aberdeen Diversified Growth Fund from launch to 2016.
Phillip Ross also joins ASAM as a Senior Investment Manager from Standard Life Aberdeen and brings over twenty years of industry expertise covering multi-asset investment, risk management and quantitative analysis, in addition to managing and investing on behalf of local authorities, charities and in-house products.
Nick Paul joins ASAM as a Chartered Wealth Manager from Tcam Asset Management and is now advising clients on a range of wealth management matters including pension funding and retirement planning, lifetime allowance and annual allowance matters, investment portfolio structures and risk, the use of tax efficient wrappers, inheritance tax planning, family protection and all related financial planning matters.
John Brett, Chief Executive of Anderson Strathern Asset Management, said:
Bringing Fiona, Phillip and Nick into the team is focused around adding skills to complement our existing offering. It’s about our evolution as a firm, the strengthening of the team and refining and modernising our client proposition. We think we have a great model, working closely with Anderson Strathern LLP - both the law firm and its private client practice - to provide the best end-to-end services in the market. We see strong financial planning and multi-asset solutions as being the future for our clients against a market environment where we’re preparing for significant regulatory changes over the next twelve months.