Biography

Iain works alongside Frances Davies covering the asset and wealth management sectors. Our practice can advise early-stage, evolving and mature businesses and we work with all ownership structures such as private equity, family-owned, private and listed companies. We excel in our advice because we will understand your strategic goals and we will be attuned to your individual culture: a key component of successful, durable M&A in this people-driven sector.

The practice advises across a number of subsectors including investment and wealth management, insurance, infrastructure and other real assets. We understand the challenges they face. With a growing emphasis on sustainability-driven mandates, the team advises on transactions and team moves in emerging growth sectors such as climate solutions and carbon removal.

Iain is an experienced consultant with over 25 years in the asset management industry, Iain’s focus is on retained mandates for strategic M&A within this sector. His focus is on the alternative asset management sector with a sustainable theme across many transactions. He is a specialist in team lift-outs and is also active in the capital introduction market, having secured investor money for businesses globally. Previously, Iain spent nine years at one of London’s leading buy-side search houses and prior to that, five years with a London-based recruitment firm, managing senior investment and distribution roles within asset and wealth management. Iain began his career in investment banking upon completion of a degree in Financial Services.

Background

BA (Hons)

Financial Services

UWE Bristol

25

years of

experience