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Experienced investment management professional. Now offering investment guidance services to investors through my brand Welland Consulting. Currently a non-executive director of Henderson Opportunities plc. Member of the Investment Committees for the National Trust for Scotland, the Robertson Trust, and the Bequest Fund for the Church of Scotland. Recently stepped down as a non-executive director of Mid Wynd International Investment Trust plc after ten years on the Board. Left Tilney at the end of September 2020, after five years managing client portfolios and leading the Edinburgh-based investment team. Served a six year term as a non-executive director of the Association of Investment Companies 2014-20. Chartered Fellow of the CISI. Always interested in talking about new ideas.
Henderson Opportunities Trust Plc
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Non Executive DirectorHenderson Opportunities Trust Plc Aug 2021 - PresentLondon, England, United Kingdom
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Non Executive DirectorMid Wynd International Investment Trust Plc May 2012 - Oct 2022Edinburgh, Scotland, United Kingdom -
Director, Investment Management, And Head Of Key Clients ScotlandTilney Group Dec 2015 - Oct 2020EdinburghI joined Tilney on 1 December 2015 as a Director, Investment Management and Head of Key Clients (Scotland). Tilney is a leading UK-wide wealth management group with a 180 year history. Our clients are private investors, charities, and professional services firms. In Edinburgh, I managed some of our largest portfolios and was also responsible for our team of investment managers. After five enjoyable years at the firm, and having reached a landmark age, I decided to move on at the end of September 2020. I remain a shareholder in the new enlarged business of Tilney Smith & Williamson.In May 2012, I was appointed a non-executive Director of Mid Wynd International Investment Trust PLC, which is managed by Artemis.In January 2014, I was elected a non-executive Director of the Association of Investment Companies. My six year term finished in January 2020.In December 2014, I was appointed to the Investment Committee of the Royal Society of Edinburgh.In October 2019, I was appointed a Trustee and Investment Committee member for a Bequest Fund supporting the Church of Scotland.In August 2020, I was I was appointed to the Investment Committee of The Robertson Trust.I am an adviser to the Centre For Finance and Investment at Heriot-Watt University. Since 2018, I have given a lecture in March to fourth year economics/finance students.I am an Industry Specialist on one of the CISI's Exam Panels. -
Chief Investment OfficerAnderson Strathern Asset Management Aug 2014 - Nov 2015EdinburghI re-wrote the firm's investment process, and managed the two largest clients. Investment performance was strong under my watch. -
Director And Investment ManagerThomas Miller Investment May 2012 - Jul 2014Edinburgh, United KingdomI was a Director and Head of Private Investment Management (UK). I was instrumental in establishing a successful UK wealth management offering for the firm, giving it a platform for further growth. -
Head Of Investment ManagementAdam & Company Oct 2007 - Apr 2012EdinburghI re-joined Adam (part of RBS) in late 2007 (I previously worked there from 1988 to 1996). I was responsible for a business which ran around £1.5bn of funds for private clients and charities. As well as my management responsibilities, I was also an investment manager. I sat on the Adam Management Committee and on the RBS Wealth Division Investment Committee. The business generated consistently strong investment performance and delivered excellent client service. -
Head Of Private Investment Management (Scotland)Newton Investment Management Jan 2003 - Sep 2007Newton was an excellent investment-led firm, and I and the team grew the business significantly in Scotland. -
Managing Director, Private ClientsEdinburgh Fund Managers Feb 1997 - Dec 2002EFM was a great place to work. We grew the business, and I also managed the £100m-plus Edinburgh Managed Growth Portfolio fund from mid-1997 to late 2001. This was a "top quartile" performer.
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Frequently Asked Questions about Harry Morgan
What company does Harry Morgan work for?
Harry Morgan works for Henderson Opportunities Trust Plc
What is Harry Morgan's role at the current company?
Harry Morgan's current role is Investment professional, investment trust non-executive director, charity investment adviser.
What is Harry Morgan's email address?
Harry Morgan's email address is ha****@****ler.com
What is Harry Morgan's direct phone number?
Harry Morgan's direct phone number is +44 20 7283*****
What schools did Harry Morgan attend?
Harry Morgan attended Edinburgh Business School, University Of Cambridge.
What skills is Harry Morgan known for?
Harry Morgan has skills like Portfolio Management, Investment Management, Wealth Management, Mutual Funds, Asset Management, Investments, Management, Hedge Funds, Financial Services, Alternative Investments, Finance, Business Strategy.
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Harry Morgan
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