Who We Are

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.

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Meet The Team

Matt Strachan
Chief Investment Officer
Matthew Brown
Head of Discretionary Portfolio Management
Jeremy Dufton
Senior Portfolio Manager
David Holmes
Head of Business Development
Nick Sheppard
Senior Business Development Manager
Alasdair Kyle
Portfolio Manager
Gail Craig
Portfolio Manager
Ciaran Garvey
Investment Manager
Sarah Peter
Trainee Portfolio Manager
Bill Cant
Consultant
Catherine Jackson
Research Assistant
Sam Hynd
Portfolio Management Assistant
Ed Rosengarten
Non Executive Director

Chief Investment Officer

Matt Strachan

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.’

– Aristotle


Head of Discretionary Portfolio Management

Matthew Brown

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.


Senior Portfolio Manager

Jeremy Dufton

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.


Head of Business Development

David Holmes

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.


Senior Business Development Manager

Nick Sheppard

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.  


Portfolio Manager

Alasdair Kyle

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…


Portfolio Manager

Gail Craig

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.


Investment Manager

Ciaran Garvey

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.


Trainee Portfolio Manager

Sarah Peter

01382 797600

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.


Consultant

Bill Cant

01382 797600

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.


Research Assistant

Catherine Jackson

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.


Portfolio Management Assistant

Sam Hynd

01382 797600

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’.

 


Non Executive Director

Ed Rosengarten

01382 797600

Our History

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Optimising financial legacy in St Andrews

Feb 13, 2020

Please see this press release from our colleagues, Thorntons Law LLP, about the forthcoming Breakfast Seminar in St Andrews on 25 February 2020.  ...

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