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
Jeremy DuftonSenior Portfolio Manager
Alasdair KylePortfolio Manager
Gail CraigPortfolio Manager
Sarah PeterTrainee Portfolio Manager
Sam HyndPortfolio Management Assistant
Sharon BedfordPortfolio Management Assistant
A Fellow of the Chartered Institute for Securities and Investment, and with coveted Chartered Wealth Manager status, Matthew was a welcome 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.
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 works within 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.
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…
Gail joined Thorntons in 2019. A Fellow of the Chartered Institute for Securities & Investment, Gail has over 25 years investment management experience. She spent 9 years at Brown Shipley managing portfolios for individual clients, trusts and charities, having previously worked with Lindsays.
Something you didn’t know about Gail:
Gail used to be a keen hill walker. Her most ambitious challenge was to trek the Inca Trail to the iconic Machu Picchu. These days she does well to tick another Munro off her list.
Sarah joined the team in August 2015 and is an Associate Member of the Chartered Institute for Securities and Investment. Sarah’s role is to provide support to the portfolio managers by answering client calls and queries, preparing suitability reports and paperwork for new and existing clients, and ensuring that stock transfers and all transactions are dealt with in a timely manner.
Something you didn’t know about Sarah:
Sarah is an in-school mentor with local charity Breakthrough Dundee who reach out to care-experienced and other young people who have, or are likely to, face significant challenges in their lives.
Sam joined Thorntons Investments from Barclays Bank in July 2019. Sam’s interest in the markets and all things financial began back in 2008 while running a beauty salon in Dundee where she spent a lot of time manning reception listening to clients fretting about the ‘credit crunch’, so much so it felt like hysteria. Sam felt compelled to understand what was going on and began to realise that the beauty industry wasn’t for her, and perhaps there was a more interesting opportunity afoot!
Sam initially joined Barclays as a cashier, and navigated her way from retail banking to the Wealth management team, where her interests lie.
To summarise Sam’s experience of joining Thorntons Investments – ‘It’s an absolute pleasure to work for a bespoke investment house based in my home town of Dundee and to continue learning from the incredible wealth (see what I did there) of knowledge in this office’.
Born and raised in Yorkshire, Sharon began her career in Financial services in 1987 when she left school to join General Accident. Three years later, Sharon joined Naafi Financial Services as a customer services adviser, working predominantly with military personnel and their families in North Yorkshire and overseas in Germany, rising to Team Leader and Branch Manager, before returning to Catterick Garrison running branches both in Yorkshire and the North of Scotland. A move with the military saw Sharon move to North East Fife 20 years ago where she became Office Manager at a small family firm of Financial Advisers. Sharon had a break from financial services to undertake a variety of roles, including a move to Portugal to carry out voluntary work, before returning to NE Fife and re-entering the industry, finally joining us in December 2019 as Portfolio Management Assistant.
Sir Thomas Thornton begins 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 joins the company as CEO
Thorntons Investment Management
The investment business separates 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.
As I sit and write this blog the world is looking like a very different place. I’m sitting on my balcony on a Saturday afternoon and stillness and...Read More