![Elaine Morton McLachlan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Elaine M.
McLachlan is a Senior Investment Director at Investec Wealth & Investment Ltd. She is responsible for growing Investec’s presence in the Inverness area as well as managing portfolios for individuals, trusts, charities and pension funds.
Ms. McLachlan was a Fund Manager with Scottish Amicable Investment Managers in Glasgow before relocating to Inverness.
She opened the Inverness office of Brewin Dolphin in 1999 and spent nearly 15 years there, the last nine of these as a Divisional Director and Head of Office.
Ms. McLachlan also managed a diverse range of portfolios for private clients, trusts, charities and SIPPs while she was there.
She graduated with an MA degree in Economics from Aberdeen University.
Ms. McLachlan is an Associate of the Society of Investment Professionals, a Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.
Anciens postes connus de Elaine Morton McLachlan
| Sociétés | Poste | Fin |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Gestionnaire de Portefeuille-Actions | 01/01/2021 |
Brewin Dolphin Ltd.
 Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Gestionnaire de Portefeuille-Actions | 01/09/2013 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
