Former 7IM head of wealth management to join James Hambro & Partners

Montgomery to open Edinburgh office

Lauren Mason
clock • 2 min read

Alex Montgomery, former head of wealth management at 7IM, has joined James Hambro & Partners as partner to head up its new Edinburgh office.

Montgomery, who was joint CEO of Tcam Asset Management before it was acquired by 7IM in 2018, will run JH&P's second regional office. The former head of Aberdeen Standard Capital Aidan Butler opened its first outpost in Leeds at the beginning of 2020. The firm expects the new office to open by April and said there are "more hires in the pipeline". "We want to have the capacity to deliver all the firm's services from the Edinburgh office, so that will mean recruiting experienced and capable financial planning and investment professionals and support staff," Montgomery explained. "Ho...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Calls to ‘ignore’ Budget speculation

Isabel Baxter
clock 22 August 2025 • 4 min read
Inside Quilter Academy: Translating academic learning into practical application

Inside Quilter Academy: Translating academic learning into practical application

13 weeks of focused post-qualification training and development

Chris Jones
clock 22 August 2025 • 4 min read
Provider letters of authority response times improve

Provider letters of authority response times improve

Only one provider’s performance remained flat, Pension Lab finds

Isabel Baxter
clock 21 August 2025 • 2 min read