The Hamilton Financial Team
Director, CTA, Dip PFS
Andrew has a lifetime’s experience of the markets – good and bad. He has an unshakable faith in the virtues of well managed equity funds to deliver good investment returns for clients over the long term. He is multi-qualified in investment, financial planning and taxation. Andrew was formerly Senior Partner of Andrew Hamilton & Co, Chartered Accountants. Andrew’s interests outside work include politics, the countryside, music and all sports.
Director, Dip PFS
Victoria is a qualified financial planner. She has worked for the company since its formation in 2006. Victoria’s interests outside work include National Hunt Racing.
Investment Manager, ACSI
Michael joined Hamilton Financial in April 2018. His investment career began in 2012 with Rothschild Wealth Management in London before moving to work with institutional and sovereign clients at BNP Paribas. He is delighted to have returned to Scotland where he grew up and to Edinburgh, where he read Politics at Edinburgh University. Aside from work, Michael’s interests include the countryside and all sports.
Peter qualified as a Chartered Accountant in Glasgow. He has had a lifetime’s experience as an Investment Manager, primarily with Gartmore where he ended up as head of their Investment Trust and Insurance Company teams. Peter returned to Scotland in 1997 to set up the private Client investment department of Turcan Connell. This he did successfully, after which he spent five years at Charlotte Square Investment Managers.
Like Andrew , Martin began life as a Chartered Accountant. He founded Keymer Haslam (Burgess Hill) in 1975.
Martin’s real love has always been smaller companies and we are extremely lucky to have him as part of our investment team. Martin assists Andrew Hamilton in the selection of our Alternative Investment Market (AIM) companies for our Inheritance Tax ( IHT) exempt portfolios.
Associate Director, DipPFS Cert CII (MP and ER)
Simon has 30 years’ experience in the financial services industry working at Cazenove & Co, Aberdeen Asset Management and New Star where he headed up the Private Client Discretionary Management department. Whilst there, he began to see the opportunities for good financial and tax planning. In 2011 he completed the Diploma in Regulated Financial Planning. He brings a strong investment background complemented by his ability to advise on pensions, IHT planning and business protection. Simon is part of the Thomson Tyndall team and sits on their Management Committee and their Asset Allocation and Risk Committee. Simon’s outside interests include a love of theatre, travelling and Burmese contemporary art.
Having recently graduated from Heriot-Watt University with a first in Maths, Loren joined Hamilton Financial as a Financial Planning Apprentice, Her interests outside work include horse riding and baking.
The Hamilton Financial Advisory Board
Formerly a director of Martin Currie Investment Management Ltd and now a director of Impax Group PLC and other companies.
Former Chairman of Ivory and Sime and director of a number of investment companies.
Investment Director at Kennox Asset Management Ltd.
Investment Manager at Brown Shipley.
Former head of Asia Pacific ex Japan equities at Stewart Investors – First State Investments.
Co-founder and former senior partner of Artemis. Mark is now a non-executive member of the Artemis Management Committee.
Former Partner of Baillie Gifford and now Managing Director of Independent Investment Trust.