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Position

Partner

Index

HNW Wealth Managers

Location

Edinburgh

Advice type

Financial planning

Investment management

Wealth management

Client type

HNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical focus

Scotland

Alex Montgomery

Spear’s Review 

Alex Montgomery joined James Hambro as a partner in 2021 to establish, grow and lead the firm’s Edinburgh office. 

Montgomery started his career as a solicitor and then moved into wealth management after he acquired the necessary CISI qualifications. He was previously the CEO of Tcam Asset Management, where he oversaw the firm’s integration with 7IM in 2018. 

Montgomery tells Spear’s that he enjoys getting to know his clients so he can help them achieve the outcomes that really matter. 

He explains: ‘This is very often about providing the reassurance that everything is under control, which gives them the confidence to get on and live their lives.’ 

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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