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
Alasdair KylePortfolio Manager
Jeremy DuftonPortfolio Manager
John JamesPortfolio Manager
Sarah and AshleyInvestment Assistants
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.
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 He is proud of this accolade, despite the fact the event no longer exists having been replaced by the Elie Triathlon a number of years ago…
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.
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 and 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 clients’ portfolios in a timely manner.
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.