Alex Montgomery Email & Phone Number
Partner and Head of the Edinburgh Office @ James Hambro & Partners
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Alex Montgomery Location
- Edinburgh, GB
Alex Montgomery Work
- Partner and Head of the Edinburgh Office @ (February 2021 - Present)
- Consultant @ Self-employed (August 2019 - January 2021)
- Head of Wealth Management @ (August 2018 - August 2019)
- Joint Chief Executive Officer @ (April 2012 - July 2018)
- Partner @ (January 1999 - November 2015)
Alex Montgomery Education
- Cranfield University - Cranfield School of Management
(Business Leaders Programme)
2011-2012 - The University of Edinburgh
Bachelor of Laws (LLB); Dip LP
1987-1991 - Bell Baxter High School, Cupar
- Chartered Institute for Securities & Investment
Chartered Wealth Manager
Alex Montgomery Skills
- Asset Managment
- Trusts
- Estate Planning
- Investments
- Wealth Management
- Pensions
- High Net Worth Individuals
- Wealth
- Asset Management
- Inheritance Tax Planning
- Investment Management
- Business Strategy
- Private Equity
- Alternative Investments
- Portfolio Management
- Microsoft Excel
- Public Speaking
- Project Management
Alex Montgomery Summary
- Alex Montgomery, based in Edinburgh, GB, is currently a Partner and Head of the Edinburgh Office at James Hambro & Partners. Alex Montgomery brings experience from previous roles at Self-employed, Seven Investment Management LLP (7IM), Tcam Asset Management and Turcan Connell. Alex Montgomery holds a 2011 - 2012 Cranfield University - Cranfield School of Management. With a robust skill set that includes Asset Managment, Trusts, Estate Planning, Investments, Wealth Management and more. Alex Montgomery has 1 emails and 1 mobile phone numbers on RocketReach.
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