Professor Robin Angus
Robin is Executive Director of Personal Assets Trust and an Honorary Professor at Heriot- Watt, where he regularly gives guest lectures on investment trusts, financial ethics and other topical issues in finance. He trained as a fund manager at Baillie Gifford in the late 1970s and then moved to stockbrokers Wood MacKenzie where he was ranked number one UK investment trust analyst in the Extel survey of institutional fund managers for 13 consecutive years. He is author of Haec Olim: Exploring the World of Investment Trusts.
Susan is an Executive Director at Adam & Company Investment Management. She manages investment portfolios for private OEICs, pension funds, charities and high net worth private clients. Susan is a member of the Adam Investment Proposition Board and the Adam & Company representative on the Diversity & Inclusion Council for RBS’s Private Banking Division. Susan has over 25 years of experience in investment markets. Prior to Adam & Company, she worked for Aegon Asset Management as an institutional portfolio manager and equity analyst, covering a number of sectors and geographies. Susan holds a degree in Law from the University of Aberdeen. She is an Associate of the Society of Investment Professionals, affiliated to the CFA Institute.
Bill is an economist and strategist with extensive experience working within stock brokerage and asset management firms. Having started his career at Paine Webber Inc Bill enjoyed successful spells with Merrill Lynch and UBS (Warburg) before being appointed head of investment strategy at Edinburgh-based Kames Capital Plc in 2004. In 2013 Bill became investment strategist for Coal Pension Trustees Services Ltd which oversees £20bn in assets for retired mineworkers, managers and staff. Having left earlier this year Bill is now focused on his roles as board member and Trustee of the Medical Defence Union pension fund.
Richard Dunbar is Head of Aberdeen’s Economic and Thematic Research team. Richard joined Aberdeen in 2014 as part of Scottish Widows Investment Partnership (SWIP) heritage where he had been part of the Investment Solutions team since 2013. Prior to this he held various roles in the UK and Global Equity teams since joining SWIP in 2000. Before joining SWIP, Richard worked for seven years with Blairlogie Capital Management as a portfolio manager for the UK and Europe. He started his career in 1989 as a UK portfolio manager with Murray Johnstone. Richard is a CFA Charterholder, holds a BAdmin (Hons) in Business Administration from the University of Dundee and is an Associate of the CFA Society of the UK. Richard is also a past Chairman of the CFA Society of the UK and an Advisor to the Centre for Finance and Investment at Heriot Watt University.
Ross has been investing in Private Equity for over eight years and currently works at Partners Group in London where he is responsible for making Private Equity investments in Europe. Partners Group has USD 50bn assets under management including USD 30bn invested in Private Equity. Prior to this Ross worked in the Scottish Private Equity team at BGF where he managed investments in a number of businesses including Arran Aromatics, AFG Media and Jumpstart. Ross has also worked in the private equity businesses of Standard Life Investments and Alliance Trust. Ross is currently a member of the Advisory Committees of a number of leading European Private Equity funds including Permira, Exponent and Enterprise Investors. A qualified chartered accountant, Ross trained with the Royal Bank of Scotland and has served on the Regulatory Steering Committee of the Institute of Chartered Accountants of Scotland.
As Head of Global Strategy at Standard Life Investments, Andrew Milligan leads a team of economists, market strategists and analysts advising clients globally on key investment decisions. He received an OBE in the 2015 New Year’s Honours list for ‘services to innovation and the economy’. External responsibilities include being a Fellow and Council Member of the Society of Business Economists, a member of Court of Heriot Watt University, Chair of Work Place Chaplaincy Scotland, a member of the Thomson Reuters Customer Advisory Board, and a Fellow of the RSA.
Harry Morgan is a Director of Investment Management at the Tilney Group, one of the UK’s largest wealth managers. He joined the firm in December 2015. He has worked in private client and charity investment management for 29 years, previous roles including time spent as Head of Investment Management at the private bank Adam & Company and Head of Private Investment (Scotland) for Newton Investment Management. He is a Chartered Fellow of the Chartered Institute of Securities & Investment and holds an MBA (with Distinction) from the Edinburgh Business School. He is a non-executive director of Mid Wynd International Investment Trust plc and of the Association of Investment Companies.
Professor Russell Napier
Professor Russell Napier is author of The Solid Ground investment report and co-founder of the investment research portal ERIC- www.eri-c.com . Russell has worked in the investment business for twenty-six years and has been writing global macro strategy for institutional investors since 1995. Russell is author of Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms and founder and course director of the Practical History of Financial Markets at The University of Edinburgh. Russell is on the board of two listed investment trusts, a member of the Investment advisory committees of three fund management companies and an advisor to a family office. In 2014 he founded the Library of Mistakes a business and financial history library in Edinburgh. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot-Watt University and The University of Stirling.
Julian Parrott is a founding Partner of Ethical Futures – ethical specialist independent financial advisers (IFA) based in Edinburgh. Ethical Futures provide ethical financial planning advice to private clients, trusts & charities throughout Scotland.
Julian has over 25 years experience in financial services, encompassing building society management and eight years in mainstream advice with Allied Dunbar, Towry Law & Sedgwick’s. In 2000 he took the opportunity to reflect his values in his advisory practice the Ethical Investment Cooperative .He has been specialising in ethical and sustainable investment advice ever since and formed Ethical Futures in 2005. In 2007 Julian Parrott won the Money Management Ethical Investment Planner of the Year award.
Julian has been active in promoting ethical investment to the wider adviser community and is a past Chair of the EIA and board member of UKSIF. Julian currently sits on the ethical oversight committee of Parmenion Investment management for their ethical portfolios.