Company
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

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