IA Scottish Investment Conference 2024
Description
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WHY ATTEND
IA Full, Affiliate & Sector Members: FREE TO ATTEND (Use promotional code from marketing email received to reduce fee to zero when booking online)
Engine Members: £95.00 + VAT (Use promotional code from marketing email to receive a £100 discount)
NON-MEMBER: £195.00 + VAT
We are excited to announce we'll be delivering a new IA flagship event this year, the IA Scottish Investment Conference which will take place at the Edinburgh International Conference Centre (EICC) in Edinburgh on Tuesday 26 November 2024.
Scotland is set to be at the heart of the new UK government, with Labour’s flagship energy company GB Energy to be headquartered north of the border. Many investment managers, too, are expanding their presence in Scotland. But challenges for the Scottish investment industry persist, including difficult economic conditions, significant regulatory changes and talent retention challenges.
This conference will look at stimulating productive investment from and into Scotland, focussing on the barriers and opportunities for Scottish investment managers, while also providing a platform for a c.250 participants from across the industry to exchange knowledge, insights, and experiences and network with colleagues, policymakers, and regulators alike.
Unlike previous IA Briefings held in Scotland, this will be a full-day conference of keynotes, panels, and networking, mirroring the Annual Conference which takes place in London.
This 'must attend' annual industry event is simply unmissable, so we look forward to seeing you there.
SPONSORS & EXHIBITORS - For more information regarding packages and opportunities at this event, please contact: Ryan.White@theia.org
PARTNER
CONFIRMED EVENT GOLD SPONSORS:
Burges Salmon is an ambitious, sustainable and inclusive firm that ensures its clients, people and wider communities flourish.
Our dedicated teams across Edinburgh, London, and Bristol offer expansive financial sector legal expertise and include regulatory, banking, corporate, commercial, employment, tax, and dispute specialists who can provide comprehensive support for advisory, transactional and contentious matters.
Our market-leading, regulated funds group represents all corners of the market, including some of the UK’s largest retail investment fund managers, distributors and investors (including LGPS funds). Our expertise spans the formation and regulation of retail fund structures, the development of innovative investment services and products, and compliance with complex regulatory requirements.
We recently advised FundRock Partners on its successful application (as authorised fund manager of the FP WHEB Sustainability Impact Fund) to adopt a Sustainability Impact Label under the FCA’s newly implemented Sustainability Disclosure Requirements (SDR) regime. Click here for more information.
Our wider financial services team also work with fintechs, digital platforms, apps, banks, building societies, insurers, pension providers and investors.
Financial Services and Regulation
Whether it’s the opportunities provided by FinTech, the prospect of blockchain, or the ever-changing regulatory landscape— the financial services sector is experiencing an increasingly rapid pace of change. This shift is driven by governments that are sharpening their focus on consumer protection, bolstering financial system stability, and adapting to emerging trends such as AI and digital innovation, data privacy and cybersecurity, sustainable finance and ESG initiatives, as well as cryptocurrency and digital currencies.
With leading practices in the UK’s two biggest financial services centres, London and Edinburgh, our team combines wholesale and retail, contentious and non-contentious expertise across banking, insurance, asset management and financial intermediation. You can be assured we understand the regulatory context in which you operate and recognise the importance of finding commercial solutions.
Our specialist regulatory lawyers advise retail and wholesale financial services firms on managing regulatory risk and resolving and avoiding regulatory action and disputes.
Having represented firms in over 400 regulatory investigations and enforcement proceedings, our team combines knowledge of regulated businesses with a clear understanding of what the regulators require.
We use that experience to help clients manage and grow their businesses through the development of new products, services and distribution channels.
As a global firm, we work across sectors and borders in with 84 offices in 47 countries worldwide to deliver advice to you wherever you operate.
We are Devlin Mambo - a diverse team of professionals on a mission to transform how consultants support the asset management industry.
We’re innovative in our approach to problem-solving for our clients. Through our deep understanding of industry issues, we provide bespoke consultancy services and offer specialist software solutions.
When you work with us, you're not just getting consultants; you're getting a partner committed to making a difference and delivering exceptional value.
AGENDA
08:30 Registrations and Breakfast
09:30 Opening Remarks
Chris Cummings, Chief Executive, The Investment Association
09:40 Panel 1: Leading through Times of Change
Moderator: Chris Cummings, Chief Executive, The Investment Association
- Andrew Telfer, Managing Partner, Baillie Gifford
- Jason Windsor, Chief Executive, abrdn
- Jen Mair, Chief Executive, Martin Currie Investment Management
- Mark Murray, Senior Partner, Artemis Investment Management
10:25 Presentation: Reflecting on the Implementation of SDR
- Tom Dunn, Partner, Burges Salmon LLP
- Brandon Wong, Associate, Burges Salmon LLP
10:45 Networking Break
11:10 Fireside chat: What does the National Wealth Fund mean for investors?
Moderator: Karen Northey, Director of Corporate Affairs, The Investment Association
- Eddie McAvinchey, Banking & Investments – Scotland / Edinburgh Office Head, National Wealth Fund
11:25 Panel 2: Infrastructure Investment – A Scottish Perspective
Moderator: Paul Scaping, Public Policy Specialist, The Investment Association
- Aidan McEvoy, Manager, Financial Conduct Authority
- David Vallery, Chief Executive Officer, Lothian Pension Fund
- Abigail Herron, Global Head of Health and Nature Policy, Sustainable Finance Centre for Excellence
- Willie Watt, Chair, Scottish National Investment Bank
12:10 Keynote speech: Deputy First Minister of Scotland
Kate Forbes MSP, Deputy First Minister of Scotland and Cabinet Secretary for the Economy and Gaelic
12:25 Fireside chat: Financing the Energy Transition
Moderator: Karen Northey, Director of Corporate Affairs, The Investment Association
- Claire Mack, Chief Executive Officer, Scottish Renewables
12:50 Lunch break
13:50 Panel 3: Tech Transformations: Scotland’s Role in Global Innovation
Moderator: Gillian Painter, Head of Engine, The Investment Association
- Nicola Anderson, Chief Executive, FinTech Scotland
- Charles Kerrigan, Partner, CMS
- Tony Ashraf, Global Head of Digital Asset Transformation Blackrock
- James Bowden, Senior Lecturer in Financial Technology, Strathclyde Business School
14:35 Fireside chat: Enhancing Outcomes with Due Diligence on Data and Ratings Providers
Moderator: Carol Thomas, Head of Sustainable and Responsible Investment, The Investment Association
- Simba Mamboininga, Managing Partner, Devlin Mambo LLP
15:00 Networking break
15:30 Keynote speech: Just Finance Foundation
Sarah Wallace, Director, Just Finance Foundation
15:40 Panel 4: Fostering and Retaining Scottish Investment Management Talent
Moderator: Karis Stander, Director of Culture, Talent & Inclusion at the Investment Association and Managing Director of Investment20/20
- Sandy Begbie, CEO, Scottish Financial Enterprise
- Douglas Scott, Investment Manager, Aegon Asset Management
- Diane Crichton, Head of Human Resources, Walter Scott & Partners
- Chris Meyrick, Partner, BDO
16:25 Keynote speech: Secretary of State for Scotland
Rt Hon Ian Murray MP, Secretary of State for Scotland, UK Government
16:35 Closing remarks
Chris Cummings, Chief Executive, The Investment Association
16:35 Networking drinks
17:30 Close
PRICING
IA Full, Affiliate & Sector Members: FREE TO ATTEND
Engine Members: £95.00 + VAT
Non-Member: £195.00 + VAT
SPEAKERS
Chris Cummings, Chief Executive, The Investment Association
Chris Cummings is the Chief Executive of The Investment Association, a post he has held since September 2016. The Investment Association is the trade body that represents UK-based investment managers.
He is a member of HM Treasury’s Asset Management Taskforce, and was a founding member of its Financial Services Trade & Investment Board. He serves on the Chancellor’s Financial Services Industry Advisory Group and Department for International Trade’s Financial Services Trade Advisory Group. He is a Board member on EFAMA, the European trade association for investment management and is Chairman of IIFA, the international association for investment management. He is also a Chair of Just Finance Foundation.
He was previously a member of the Financial Conduct Authority’s Regulatory Decisions Committee, a Settlement Decision Maker for the Payment Services Regulator. He served on the Foreign & Commonwealth’s Diplomatic Excellence Panel.
Before joining The Investment Association he was the founding CEO of TheCityUK, held senior posts in banking, insurance and consulting with major global firms. He is a regular columnist, commentator and speaker on issues of international competitiveness and regulation in financial services.
Mark Murray, Senior Partner, Artemis Investment Management
After graduating with an LLB from Edinburgh University, Mark worked as a corporate lawyer for five years. Mark joined Artemis in 1997 as company secretary and became COO in March 2001. Mark took on the role of Artemis’ Senior Partner in January 2016. He is a partner of Artemis Investment Management LLP, a member of the firm’s Management Committee, a director of Artemis Fund Managers Limited and chairs the firm’s Executive Committee. Mark is a member of the IA’s Advisory Council and was part of HMT’s Asset Management Taskforce.
Andrew Telfer, Managing Partner, Baillie Gifford
Andrew Telfer became managing partner of Baillie Gifford in May 2012, having been a partner since 2002. He is a member of the firm’s Management, Audit, Staff, Compliance, Information Systems, and Group Risk Committees. He also chairs the Remuneration Committee. When he joined Baillie Gifford in 1992, Andrew primarily worked as an investor in the Emerging Markets Equity Team until he moved to the Clients Department as director in 2006. Andrew held the role of Head of Clients Department between 2009 and 2011. Andrew graduated BA in Engineering Sciences from the University of Oxford in 1988 and is a qualified Chartered Accountant.
Paul Scaping, Public Policy Specialist, Investment and Capital Markets, The Investment Association
Paul Scaping is a Public Policy Specialist at the Investment Association. He leads the IA’s advocacy work on climate change, nature and the energy transition. In this role he is responsible for the Investment Association’s engagement with policymakers, regulators and other stakeholders to support the development and implementation of effective policies that can accelerate the transition to a low-carbon and climate-resilient economy, while also protecting and enhancing the natural environment and biodiversity. Paul has been at the IA since 2016 and was interim Head of Government Affairs before focusing on the IA’s engagement at COP26. He previously worked in government relations consultancy after starting his career as a parliamentary researcher working for the Liberal Democrat Treasury team.
Karen Northey, Director of Corporate Affairs, The Investment Association
Karen leads the Corporate Affairs function at the Investment Association (IA), which includes Communications, UK Government Affairs and European and International Regulatory Affairs.
Karen joined the IA from the London Stock Exchange Group (LSEG) in March 2022 where she was Head of China, International Markets and Head of Government Relations, Asia Pacific.
Prior to LSEG, Karen worked at the Financial Conduct Authority (FCA) where she held a number of roles including leading the FCA’s international relations function and the asset management and funds policy team.
Karen holds a JD/LLB and a BA from the University of Ottawa in Canada and an LLM from the London School of Economics. She is a qualified solicitor in both the UK and in Ontario, Canada.
Claire Mack, Chief Executive, Scottish Renewables
Claire has been Chief Executive of Scottish Renewables, the representative voice of Scotland’s renewable energy industry, since October 2017. She is responsible for leading the organisation’s work to grow Scotland’s renewables sector and sustain its position at the forefront of the global clean energy industry.
Claire is a member of the First Minister’s Energy Advisory Board, as well as chairing the Barriers to Deployment Group of the Scottish Offshore Wind Energy Council. She sits on both the UK Government Onshore Wind Industry Taskforce and Electricity Networks Delivery Forum.
Externally Claire is a member of SSEN’s Network for Net Zero Stakeholder Group and the Scottish Offshore Wind Ports Association.
Claire was awarded the University of Strathclyde’s STELAR award for executive leadership within the industry in 2021 and is also an honorary fellow of the Royal Scottish Geographical Society.
Before joining Scottish Renewables, Claire was Director of Policy and Place at SCDI, now Propser. She has previously worked in various roles at Ofcom in Scotland, focusing on economic regulation of telecoms, radio spectrum and the mail market while also looking at developing digital participation of individuals and businesses.
Prior to this Claire worked in retail and the construction industry as well as on regulation of regional broadcasting in the Borders and North East of England.
Gillian Painter, Head of Engine, The Investment Association
As Head of Membership and Engine, Gillian is a senior member of the IA Enterprises management team. Engine is the IA’s Innovation hub and FinTech accelerator. Since its launch in October 2019, Gillian has managed the growth of Engine which now encompasses an ecosystem of over 130 firms, innovator programmes, as well as a regional co-working hub in Birmingham and an international programme. Engine is focused on innovation and transformation for the investment management and wealth sectors providing an extensive programme of thought leadership, resources and connectivity. Gillian has a strong experience in technology having worked in technical and operational roles for global IT and telecom firms.
Charles Kerrigan, Partner, CMS
Charles Kerrigan is a partner in the Finance Team and part of the specialist Crypto and Digital Assets Team at CMS London specialising in emerging technologies including crypto, digital assets, decentralised finance and AI.
He works on corporate finance and venture capital transactions in crypto, tokenisation, NFTs, Web3 and DeFi.
Charles is part of teams working on investing and setting standards for emtech in the UK, Europe and the US. He works on consulting projects on blockchain and AI for public bodies, policy makers, standards institutions, and corporations.
He has worked on transactions worth over $5bn funding fintech platforms; on over 65 NFT projects; for more than 250 cryptoasset clients; including global exchanges, blockchain gaming and play-to-earn projects, DeFi and Web3 platforms; crypto and digital assets investment & M&A; tokenisation projects for debt, equity and alternative assets.
The Blockchain Industry Landscape Overview 2018 names Charles as "one of the UK’s leading influencers on blockchain". He is the UK’s “recommended lawyer” for blockchain and digital technology in the UK Parliament Hub.
Professor Mark Cummins, Professor of Financial Technology, Strathclyde Business School, University of Strathclyde
Professor Mark Cummins is Professor of Financial Technology at the Strathclyde Business School, University of Strathclyde, where he leads the FinTech Cluster as part of the university’s Technology and Innovation Zone leadership and connection into the Glasgow City Innovation District. As part of this role, he is driving collaboration between the FinTech Cluster and the other strategic clusters identified by the University of Strathclyde, in particular the Space, Quantum, and Industrial Informatics Clusters. Professor Cummins is the lead investigator at the University of Strathclyde on the newly funded (via UK Government and Glasgow City Council) Financial Regulation Innovation Lab initiative, a novel industry project under the leadership of FinTech Scotland and in collaboration with the University of Glasgow. He previously held the posts of Professor of Finance at the Dublin City University (DCU) Business School and Director of the Irish Institute of Digital Business. Professor Cummins has research interests in the following areas: financial technology (FinTech), with particular interest in Explainable AI and Generative AI; quantitative finance; energy and commodity finance; sustainable finance; model risk management. Professor Cummins has over 50 publication outputs. He has published in leading international discipline journals such as: European Journal of Operational Research; Journal of Money, Credit and Banking; Journal of Banking and Finance; Journal of Financial Markets; Journal of Empirical Finance; and International Review of Financial Analysis. Professor Cummins is co-editor of the open access Palgrave title Disrupting Finance: Fintech and Strategy in the 21st Century. He is also co-author of the Wiley Finance title Handbook of Multi-Commodity Markets and Products: Structuring, Trading and Risk Management.
Carol Thomas, Head of Sustainable and Responsible Investment, The Investment Association
Carol started her career in EU regulatory affairs in Brussels before joining the FSA in 2010. Carol’s work at the FSA/FCA spanned pension policy, financial disclosure and leading on life insurance thematic reviews. She also spent a year working for the Irish Department of Finance in Brussels covering financial services files in the European Council. In 2018, Carol joined the Investment Association as a Retail Markets Specialist covering all issues related to the regulation and distribution of retail funds in the UK and across the EU. Following a short period as Head of Asset Management Policy for M&G, Carol re-joined the IA and was appointed Head of Sustainability and Responsible Investment, leading on the full range of sustainability & responsible Investment issues impacting investment management industry today.
Tony Ashraf, Global Head of Digital Asset Transformation Blackrock
Tony Ashraf, Managing Director, is globally responsible for Digital Asset Transformation at BlackRock. In this role, he partners both internally and across the industry to leverage blockchain to disrupt traditional operating models, with a focus on partnerships, scale creation and product innovation. His work includes the firms efforts around DLT to redefine market infrastructure, tokenisation and our efforts to develop institutional grade cryptoassets solutions.
Tony’s experience spans across both the buy & sell side, having worked in various Operational, Technology, Project Management, Business Management & Client Service roles in the UK, EMEA and APAC.
Nicola Anderson, Chief Executive, FinTech Scotland
Nicola Anderson is the CEO of FinTech Scotland, the independent cluster enterprise focused on delivering positive economic outcomes through financial innovation.
Nicola has led FinTech Scotland since 2021, advancing the fintech ecosystem and fintech innovation in Scotland to be recognised as one of Europe’s top fintech centres of excellence and now formally accredited as a cluster of excellence.
This economic and innovation progress has been achieved by bringing together diverse participants such as entrepreneurs, large businesses, government, the third sector, and universities to drive positive economic outcomes whilst contributing to the global fintech movement.
Nicola is a co-author on the FinTech Research and Innovation Roadmap in 2022, with an emphasis on collaboration across industry, public sector and academia to help inform and accelerate the opportunity fintech innovation presents for the economy.
Recently, Nicola has been instrumental in setting up the Financial Regulation Innovation Lab (FRIL)– an industry-led collaborative research and innovation programme - with the remit of shaping the future of Financial Regulation in Scotland.
Through her career in financial services Nicola has been an influential advocate of making finance work well for customers, society, business and markets. She has been directly engaged in digital and data transformation, regulation, and policy development, with an emphasis on innovation, collaboration, and customer focused outcomes.
Nicola’s experience spans large and small enterprises, and regulatory bodies. This includes the FCA where her experience includes collaboration with HM Treasury, the Bank of England, and other bodies, on banking reform, digital transformational changes and complex regulatory issues following the financial crisis. Her entrepreneurial experience comes from a variety of industries including retail, hospitality, and financial services, and involves a practical understanding across different stages of the business lifecycle.
In addition to leading FinTech Scotland, Nicola is also a non-executive director at Advice Direct Scotland, a member of the Scottish Taskforce for Green and Sustainable Financial Services, and a member of the Scottish Government’s Financial Services Growth and Development Board.
Tom Dunn, Partner, Burges Salmon LLP
Tom is a partner in the financial services team and heads the firm's funds and financial regulation team. He specialises in investment funds and financial services regulatory work, with particular expertise in relation to the structuring, establishment, operation and winding up of UK regulated investment funds such as OEICs, AUTs and ACSs. Tom acts for fund operators and other product providers, administrators, investment managers, advisers, platforms, custodians and, on the buy side, for institutional investors such as pension funds. He is co-author of the chapter on regulated collective investment schemes in ‘Financial Advice and Financial Products – Law and Liability’ published by the Oxford University Press.
Brandon Wong, Associate, Burges Salmon LLP
Brandon Wong is a solicitor in Burges Salmon’s Funds and Financial Regulation team and focuses on financial services regulatory matters for a broad range of clients. Brandon regularly advises on the formation and regulation of retail fund structures for fund manager clients as well as on the development and regulation of investment platform propositions. More recently, Brandon has advised a number of wealth management clients on the application of the FCA’s Sustainability Disclosure Requirements including in respect of both new fund launches and changes to existing funds.
David Vallery, Chief Executive Officer, Lothian Pension Fund
David is currently the Chief Executive of Lothian Pension Fund, the Local Government Pension Scheme for Edinburgh and the Lothians. The in-house asset management team manage c£10bn of assets on behalf of around 55 employers and 100,000 members and through its regulated subsidiary LPFI provides advice and investment management services to other LGPS funds.
David is also Chair of the Risk Committee at abrdn Life and Vice Chair of the NHS Scotland Pension Board.
David’s previous roles include being Chief Finance Officer and Chief Risk Officer at Police Mutual and a Financial Services Partner at KPMG. David started his career at Scottish Amicable and has also worked at both AXA and HBOS. David has extensive Board experience in his recent roles and has advised banks, insurance companies and asset managers on corporate governance, risk and regulation.
Aidan McEvoy, Manager, Financial Conduct Authority
Aidan is a Manager in the FCA’s Asset Management & Funds Department. He joined the regulator in January 2012 and over the past 13+ years, Aidan has worked with and supervised some of the UK’s largest asset management firms, has managed several cross-firm projects. In addition, as former portfolio lead, he was responsible for developing the FCA’s asset management supervisory strategy.
His team works with around 30 large asset management firms, working proactively, reactively and thematically on ensuring key risks of harm are identified, monitored and mitigated.
Aidan has an MSc in Finance and Economic Development and an MA in Economics. Prior to joining the regulator, he spent 5+ years working for a US investment bank in a middle office and latterly, a trading and sales capacity in the firm’s front office.
Jen Mair, Chief Executive, Martin Currie Asset Management
Jen is the CEO of Martin Currie, a global active equity specialist within the Franklin Templeton group. With over 20 years of international experience in financial services and strategy, Jen has deep knowledge of the Martin Currie business and the broader financial services and investment landscape. Since joining the firm in 2015, she has held roles as Chief Operating Officer, Chief of Staff, and General Counsel and has provided oversight and strategic direction to the Investment and Distribution teams. As CEO, Jen provides leadership for Martin Currie’s independent investment teams and operations, working in partnership with Franklin Templeton to leverage their global reach in serving a worldwide client base.
A graduate in Law and French from the Universities of Edinburgh and Paris, Jen began her career as a finance lawyer at Allen & Overy in Paris and went on to spend 11 years with Barclays, London in corporate finance and global strategy. Jen is passionate about demystifying and broadening access to the investment industry and leads a culture at Martin Currie founded on inclusion that aspires to attract and grow talent from a wide variety of backgrounds.
Karis Stander, Director of Culture, Talent & Inclusion at the Investment Association and Managing Director of Investment20/20
Karis leads the Culture, Talent and Inclusion team at the Investment Association (IA), the trade body for UK investment. Her team supports members to drive a forward looking, responsible and inclusive investment industry that attracts, develops and retains talented people from all backgrounds. Karis has responsibility for shaping policy, the implementation of industry-wide programmes, and advising members on good practice. As the MD of Investment20/20, the IA’s multi-award winning talent solution, she and her team have enabled over 2,500 young people from a diversity of backgrounds to start their careers in investment management by taking an industry-wide approach to reaching young people from a range of backgrounds and giving them access to a large network of investment management companies. Karis has been recognised by Financial News as one of the 100 Most Influential Women in Finance for 2023.
Diane Crichton, Head of Human Resources, Walter Scott & Partners
Diane is Head of Human Resources at Walter Scott & Partners Limited. Prior to joining Walter Scott, Diane was the BNY Mellon Human Resource Business Partner for Walter Scott since 200. Prior to that she was HR Business Partner at BNYMellon office in Edinburgh and prior to that Associate Director of Human Resources for Newton in Edinburgh. She holds a BA (Hons) Commerce and PG Dip in Human Resource Management from Edinburgh Napier University. Diane is a Charter Member of Chartered Institute of Personnel and Development.
Sandy Begbie CBE, Chief Executive, Scottish Financial Enterprise (SFE)
Sandy Begbie CBE was appointed Chief Executive of Scottish Financial Enterprise in October 2020.
Prior to joining SFE, Sandy led the development of the Scottish Government’s Young Person’s Guarantee following an 18-month contract at Tesco Bank as the Chief Transformation Officer.
Sandy was responsible for the Global People, Organisation and Culture Integration following the successful merger of Standard Life and Aberdeen Asset Management. Before the merger Sandy was the Chief People Officer and Lead Executive for China and Hong Kong for Standard Life for eight years. During this time, he led the Standard Life HR team to be recognised as one of the top performing functions in the UK and also led the turn-around of Standard Life’s Chinese Joint Venture. Sandy was appointed Senior Advisor to the Standard Life Asia Board in July 2020, having been Chair of the Hong Kong-based Board since 2014.
Before joining Standard Life plc in May 2010, Sandy held similar Transformation and Group HR Director positions within Aegon, Scottish Power and the Royal Bank of Scotland.
Sandy holds several non-executive positions including Chair of Career Ready, Non-Executive Director of Place 2 Be and Chair of Developing Young Workforce in Scotland.
Sandy was awarded a CBE in the Queen’s Birthday Honours List in August 2018 for services to business and social inclusion and was elected as a Fellow of the Royal Society of Edinburgh in March 2023.
Chris Meyrick, Partner Financial Services, BDO
Chris leads our financial services team in Scotland and has over 20 years of industry experience, including two years in Canada. His extensive experience and knowledge spans financial services, with a particular focus on the investment management sector.
He works with businesses – on the corporate and product sides - ranging from large global investment groups and open-ended fund managers to boutique, specialist wealth and alternative managers, including private equity, infrastructure, and real estate. He has also supported the investment trust and venture capital trust sector extensively. Chris also has considerable experience working with listed and regulated entities and service providers.
In addition, Chris works with key industry bodies, has contributed to guidance and publications, speaks at events and is on the ICAEW Board for Scotland. He enjoys supporting his clients as they navigate the increasingly complex regulatory environment as well as developing and launching new products. He also has significant client assets experience both delivering audits and advising firms.
Douglas Scott, Fund Manager, Aegon Asset Management
Douglas Scott is a fund manager at Aegon Asset Management managing several equity portfolios with a UK and Global focus. Prior to his current role, Douglas worked for Investec in London where he was a stockbroker. He has been in the financial services industry since 1994. Douglas has a 1st Class Honours degree in Aeronautical Engineering from the University of Glasgow and a Diploma in Actuarial Science from Heriot-Watt University. He chairs the Social Mobility program for Aegon Asset Management.