Peter Grant

Portfolio Manager

Peter is a Portfolio Manager and Director specialising in running portfolios for a wide range of clients with a focus on structured wealth. Peter holds the STEP Advanced Certificate in UK Tax for International Clients.

He joined the company in 2021 having previously been with Smith & Williamson where he worked in both the Glasgow and London offices and sat in the research teams for both the Industrial & Capital Goods sectors and US collective investments. Peter has a broader background in working with charity clients providing him with a comprehensive understanding of how ethical considerations can be applied to portfolio management.

Peter is a Member of the Chartered Institute for Securities and Investment (CISI) and graduated with a degree in History from the University of Aberdeen. In 2021 Peter was included in Citywire's Top 30 under 30 and in 2025 was included in PAM’s NextGen Leaders list (previously PAM Top 40 Under 40). Peter sits on the CISI's Integrity & Ethics and Disciplinary Committees.

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