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Stephen Jacques

Stephen Jacques

Investment management

Areas of expertise

Discretionary portfolios for individuals, SIPPs, Trusts, Offshore Bonds, Charites and Corporates.


Stephen has over 23 years’ financial industry experience. Starting his career with the Clydesdale Bank, Stephen joined us in 2006 and leads the Portfolio Management team within the Scotland and Northern Ireland region. Stephen is also the Co-Chairperson of the firm’s Collective Investment Group.

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute for Securities & Investments (CISI)
Chartered Wealth Manager
Member of the Chartered Banker Institute

Personal Interests

Active member of The Salvation Army, Theatre, Travel, Walks in the country.

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