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Neil MacPherson

Neil MacPherson

Portfolio Manager

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  • Timeline

  • About me

    Retired Investment Director

  • Education

    • Dollar Academy

      1965 - 1973

      Activities and Societies: School Captain, Head of Combined Cadet Force (Warrant Officer - RAF), First XV Rugby, First XI Cricket.

    • The University of Edinburgh

      1973 - 1976
      Bachelor of Laws (LLB) Law

      Activities and Societies: Captain LawSoc Rugby XV

  • Experience

    • Edinburgh Investment Trust

      Jan 1979 - Jan 1983
      Portfolio Manager

      Looked after investments in the UK, Europe and North America

    • Standard Life

      Jan 1983 - Jan 1984
      Portfolio Manager

      Helped manage overseas investments with specific responsibility for Australia and Europe as well as North American investments

    • LAS Investment Management Limited (Life Association of Scotland)

      Jan 1984 - Jan 1990
      Investment Director

      Director of LAS Investment Management Limited (LASIM) and LAS Unit Trust Managers Limited (LASUTM). Manager of LASUTM North American and LASUTM European funds. Responsible for Overseas investment and Overseas Marketing. Registered LASIM with US Securities & Exchange Commission as Investment Adviser.

    • Brewin Dolphin

      Jan 1990 - Jan 2001
      Group Investment Strategist

      Managing a Research Team in London and Edinburgh, Chairing the Group Asset Allocation Committee and responsible for formulating investment strategy

    • City-visitor.com

      Jan 2002 - Jan 2003
      Master Franchisee - Scotland

      Internet based marketing built on Thomson local directory and using SEO tools to promote businesses on both a local and national basis.

    • Edward Jones

      Jan 2004 - Jan 2006
      Investment Representative

      Developing new business and looking after private clients advising on their investments and financial planning requirements

    • Turcan Connell

      Jul 2006 - Nov 2013
      Senior Investment Associate

      Responsible for the day-to-day management of a wide range of client portfolios and client relationships

    • Quilter Cheviot Ltd

      Nov 2013 - Apr 2021
      Investment Director

      Managing investment portfolios for private individuals, trusts, charities and pension funds

    • Ex: Quilter Cheviot

      Apr 2021 - now
      Retired

      Retired and enjoying the Spanish sunshine!

  • Licenses & Certifications

    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment (CISI)

    • Level 6 Private Client Investment Advice & Management Certificate

      Chartered Institute for Securities & Investment (CISI)

    • Investment Management Certificate - Level 4

      CFA UK

    • Chartered FCSI

      Chartered Institute for Securities & Investment (CISI)

    • Financial Planning Certificate (FPC1, 2 and 3)

      Chartered Insurance Institute

    • Securities (Investment Advice Diploma) Level 4

      Chartered Institute for Securities & Investment (CISI)