Areas of expertise
Keith joined us in November 2020 as our Head of Charities, Scotland and NI, based in our Glasgow office. Keith has built up substantial investment experience during his career, as a fund manager, an investment analyst and a senior relationship manager.
Keith specialises in:
Charities, Scotland & NI
Most recently he spent 13 years working for Martin Currie in Edinburgh.His role involved looking after their charity clients, as well as managing their investment trust business.
30+ years of investment experience as an investment manager, analyst and senior relationship manager.
Notable client work and achievements
Charity trustee (and an investment committee member) on two Scottish endowed grant making charities.
Professional qualifications and memberships
Keith is a member of the CFA Institute and has the CISI Certificate in Private Client Investment Advice (Level 6). He is also a charity trustee (and an investment committee member) on two Scottish endowed grant making charities.
Member of the CFA Institute.
CISI Certificate in Private Client Investment Advice (Level 6).