Committed To Helping You
We are a vastly experienced team with a wealth of knowledge. Whether markets are rising, falling or benign, we take the long view. We believe the active management of our charity clients’ portfolios will match their long term aspirations. Whether you are an active trustee or a professional adviser, we’d like to introduce you to our team.Get In Touch
Meet The Team
Leigh GrubbChief Operating Officer
Matt StrachanChief Investment Officer
Barry DavidsonHead of Financial Planning
Jeremy DuftonPortfolio Manager
Tim RitchieFinancial Controller
Leigh HudsonHuman Resources Manager
Karen SlupinskiMarketing and Communications Manager
Shirley RobertsonCompliance Manager
Nadine ReillyAdministration Manager
Alasdair KylePortfolio Manager
Matthew BrownPortfolio Manager
John JamesPortfolio Manager
Sarah & AshleyInvestment Assistants
Alison DaviesExecutive Assistant
Maggie WrightMedia Liason
As Chief Executive, Stephen embodies the energy and passion of our team, leading with an entrepreneurial flair and a sincere commitment to our staff, clients and stakeholders. Stephen has more than 25 years’ experience as an investment management professional and has a detailed knowledge of model portfolio methodology, private equity and corporate pension legislation.
Something you didn’t know about Stephen:
Stephen is passionate about the Gaelic culture and language which is perhaps why he owns so many tweed suits and socks. When Stephen is not working he can usually be found on the Island of Barra in the Western Isles helping with the family croft.
A qualified Chartered Accountant with over 15 years’ experience with Alliance Trust in a variety of senior management positions, Leigh is an integral part of our team as Chief Operating Officer. Leigh brings a broad mix of skills and experience to complement our senior management team and plays a key role in delivering the ambitious growth plans we have for the business. Leigh is a proud Dundonian and supports his local community in his volunteer role as Vice Chairman of Discovery Credit Union.
Something you didn’t know about Leigh:
Leigh recently featured prominently on the home page of a website supporting a major local charity event. He was dressed as an elf. You’ll have to ask him about that!
As head of our investment management function, Matt’s 30-year industry experience is vital in the formation of our range of retail and institutional investment funds, as well as our model portfolio service. His long term investment discipline generated strong performance when he managed the Alliance Trust Investments North America Equity Fund, receiving a Morningstar/OBSR Bronze award within one year of fund launch. Matt’s considerable international investment experience saw him successfully selling out of Japan at the top of the market (1989/90), a bold move made with analytical and measured judgement.
Something you didn’t know about Matt:
Matt was scouted for a 1980s Jackie magazine photoshoot. He chose not to pursue a modeling career, and luckily for us, instead focused on his financial services career.
‘Excellence is not a single act, but a habit. You are what you repeatedly do.’
Head of our Financial Planning team, a Chartered Financial Planner, Associate of the Personal Finance Society and holder of the Investment Management Certificate, Barry has over 25 years’ experience of helping clients understand their finances and plan for their futures. He specialises in advising business owners and individuals, both in the lead up to and into retirement, as well as advising on pension options at separation or divorce. In addition, he advises individuals and families about how to invest, protect and transfer wealth to future generations. Barry has also tutored law degree students on the Business and Financial Services module at the University of Dundee.
Something you didn’t know about Barry:
Barry is a keen runner and cyclist.
Jeremy has over 25 years of investment experience in small and large organisations, running his own investment management practice before joining Thorntons Investments in 2015. An Oxford University Mathematics graduate, Jeremy has overall responsibility for our Bespoke Discretionary Management Service and manages portfolios for private clients and trustees. Jeremy has extensive knowledge of selecting investment funds and drives this element of our Investment Management Committee’s research function.
Something you didn’t know about Jeremy:
Jeremy took up running shortly after his 50th birthday and has now completed several marathons and half-marathons in Scotland and his native Yorkshire. A lover of all things Greek and a passionate Tottenham Hotspur fan.
With over 25 years of accountancy experience, Tim worked in private practice and a variety of industries ranging from a chain of night clubs to a country estate. Tim joined Thorntons Investments in 2014, and has plays a key role in our strategic growth plans. The highlight of Tim’s day is being part of a great team – his dry humour helps to make numbers fun!
Something you didn’t know about Tim:
Tim has been learning to play the saxophone for the last ten years.
Leigh looks after the wellbeing of our team. A Yorkshire lass with over 20 years’ experience as an HR specialist, Leigh chose to move from a large PLC to join our team – enticed by our entrepreneurial spirit and ambition. Leigh deals with all our HR functions from recruitment and resourcing, to policy development and employee relations. Her ongoing work with personal development and employee relations contributes to a business culture we are proud to be part of.
Something you didn’t know about Leigh:
Leigh left the bright lights of London for rural Perthshire. She has four pet donkeys and an ongoing house restoration.
Mantra – Always treat others how you would expect to be treated
Although she originally hails from Aberdeen, Karen’s international experience includes working for a film production company in New York, as marketing adviser for Deloitte in London and more recently, internal communications for oil giant Petrofac and specialist at an Aberdeen PR agency. Karen has a comprehensive and creative approach to communications and has developed a number of campaigns for international audiences, with a consideration for cultural diversity and corporate branding.
Something you didn’t know about Karen:
Karen’s committed approach saw her become Angus the Bull (Aberdeen Football Club’s match day mascot) during her university PR placement – always willing to rise to the challenge!
Shirley’s career in Financial Services spans 30 years, starting at Gateway Building Society in a customer services role and moving on to Bradford & Bingley where she gained her professional qualifications, undertaking the role of Senior Financial Planning Adviser. Eager to further her career she was delighted to be selected as the first Branch Manager of a new local branch of Skipton Building Society who were expanding their network of branches in Scotland. Shirley has spent most of her career in a client facing role, however, in more recent years, she has been using that experience and applying it to her current role as Compliance Manager. Regulation is fast moving and ever changing; the role of the Compliance Team in Thorntons Investments is to keep abreast of those changes and ensure we look after our valuable client relationships.
Something you didn’t know about Shirley:
Shirley was a member of the Territorial Army Royal Signals Regiment and was recognised nationally with an outstanding recruit award after completing military training – never afraid to get her hands dirty.
Mantra: little things can have a big impact.
Nadine leads our busy administration department providing both administrative and IT support across the company. Nadine has 16-years experience in the financial services industry.
When not at work Nadine enjoys cycling, hill walking and family days out.
Something you didn’t know about Nadine:
Her passion is caring for animals and supports several charities. She currently has two furry feline friends called Bubble & Squeak.
Quote “do unto others as you would have them do unto you.”
A Chartered Wealth Manager, Alasdair joined us in December 2017 and brings a broad mix of skills and experience to our portfolio management team. Alasdair has over ten years’ experience of managing and running private client portfolios, and has an excellent track record of asset allocation and stock and corporate bond selection. Alasdair most recently worked in London for Alder Investment Management, following a number of years with Deutsche Bank Private Wealth.
Something you didn’t know about Alasdair:
Alasdair is the reigning Elie 10km Champion. He is proud of this accolade, despite the fact the event no longer exists having been replaced by the Elie Triathlon a number of years ago…
A Fellow of the Chartered Institute for Securities and Investment, and with coveted Chartered Wealth Manager status, Matthew was a welcomed addition to our team in 2016. With over 10 years of investment experience, working in both large and small organisations, most recently at Brewin Dolphin, Matthew manages portfolios for individuals, trusts and charities. Matthew enjoys working with clients to provide them with the best service throughout the different stages of their lifetime and as their goals and objectives change.
Something you didn’t know about Matthew:
At age 15, Matthew was a World Champion bagpiper as part of a Juvenile Pipeband.
Mantra: Do it today, life’s too short.
John is based in our Edinburgh office and has more than 30 years’ industry experience. Initially on the institutional side with the WM Company and Edinburgh Fund Managers, and latterly with Rathbones and Brewin Dolphin where he was a member of the specialist charities team. John works with a variety of private clients across the country, and is a member of the investment panel of Resilient Scotland, a charitable body that makes loans and grants to social enterprises and community organisations.
Something you didn’t know about John:
John has a big heart and strives to make a difference in the communities in which we work. In 2006, he worked with HBOS to offer his skills to trustees of charities and family trusts by providing professional advice to investment committees.
Sarah & Ashley
Supporting our investment managers, our investment assistants are the first port of call for our investment management clients. The team facilitate the processes required to execute investment transactions and coordinate our client’s portfolios in a timely manner.
Alison is not only our friendly face at reception in Dundee, she also looks after the day-to-day activities for our CEO Stephen Webster. With many years experience as a personal assistant, most recently at DC Thomson, Alison helps to ensure the smooth running of our offices.
Sir Thomas Thornton began a legal practice in Dundee
Introduction of Discretionary Investment Management Services
Establish our discretionary investment portfolio management service for private clients of Thorntons Law LLP.
Expanding the Services
Launch of our financial planning advice service.
AIM Inheritance Tax Service
We begin managing portfolios of Business Relief qualifying company shares listed on the Alternative Investment Market (AIM) for clients looking to mitigate their liability to Inheritance Tax.
Stephen Webster joined the company as CEO
Thorntons Investment Management
The investment business separated from Thorntons Law LLP to form a separate company called Thorntons Investment Management Ltd
Our company goes from strength to strength, to managing or influencing over £400m of assets. Our ambition is reflected in our fresh look brand, and is supported by continued investment in technology.
We're pleased to announce that our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform. Launched in 2014, and...Read More