Committed To Helping You
We are not a big team but we do have a wealth of knowledge and experience in the right areas. We use this to help financial advisers and their clients make the most from investing in our model portfolio solutions, particularly with regard to our AIM IHT model.Get In Touch
Meet The Team
Matthew BrownHead of Discretionary Portfolio Management
Jeremy DuftonSenior Portfolio Manager
David HolmesHead of Business Development
Nick SheppardSenior Business Development Manager
Alasdair KylePortfolio Manager
Ciaran GarveyInvestment Manager
Sarah and AshleyInvestment Assistants
Catherine JacksonResearch Assistant
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 modelling 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.’
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.
David has been involved in financial services for nearly 30 years. Prior to joining us, David spent many years as an Account Manager with Standard Life, and has considerable experience of working with wealth managers and financial planners helping them to grow and develop their business. As well as building new relationships, David’s primary responsibility is to work closely with financial adviser firms who choose to use our discretionary managed investment services, with particular focus on our risk-targeted model portfolios and our AIM Inheritance Tax Portfolio Service.
Something you didn’t know about David:
Away from work David is a keen musician, and performs as ‘Michael Rutherford’ in leading UK tribute band Genesisn’t.
Nick’s long career in financial services saw him spend many years as an account manager with Standard Life in Southampton followed by business development roles with Brewin Dolphin and Close Brothers. Much of his time has been spent working with intermediaries and wealth managers across London and the South Coast, using his extensive knowledge and experience to offer investment solutions and support.
He has particular expertise in the use of Business Relief qualifying AIM investment for IHT planning, and works to help and support adviser firms in this field.
Something you didn’t know about Nick
Nick raced single seater racing cars for several years and competed at the Formula Ford Festival at Brands Hatch on several occasions. He has now decided to slow down having recently gained his solo Skydiving A licence.
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…
Ciaran joined Thorntons Investments in 2011 and is based in our Edinburgh office. He is part of our investment management team focusing on the selection of AIM listed companies for our AIM IHT proposition. Ciaran is a Chartered Member of the CISI and in 2013 he was the top Scottish performer in the CISI Masters exam.
Something you didn’t know about Ciaran:
Ciaran is a keen sports fan.
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.
Bill is a Chartered Accountant by profession and joined Thorntons Investments in 2001 after a career with several multinational companies. He was integral in setting up and managing our first specific AIM portfolios for clients back in 2006.
Having retired in 2016, Bill’s valuable knowledge and experience are now employed on a consultancy basis.
Something you didn’t know about Bill
He is an enthusiastic Scottish Country Dancer and curler, but not at the same time.
Catherine joined us in 2011 and among her many key responsibilities are the monitoring of our model portfolios and their underlying holdings, and ensuring the smooth running of our models on all platforms. Her knowledge of third-party platforms and their operation is put to good effect in the support we provide advisers using our services.
Something you didn’t know about Catherine
With a degree in Scots Law and another in Mathematical Sciences she is a fantastically multi-dimensional asset to our team.
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.