Iain Tait

Head of Private Investment Office

Iain joined in 2006. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides wealth management services for some of the firm’s largest clients.

Prior to joining the company, Iain ran his own wealth management business for five years, in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base. Before that, he was a partner at Freeman, Farmer and Anderson Company at only 27.

He has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester. He has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years and was named in PAM ‘Top 40 under 40’ in 2013.

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