Investment Manager

Job description

Reporting to: Head of Private Wealth Location: Glasgow and Surrounding Areas Company Overview Ascot Lloyd Investment Management (ALIM), part of the Ascot Lloyd group, is a specialist asset management business providing a comprehensive range of investment solutions through financial advisers. Established in 2014, the firm has grown from offering risk-targeted, platform-based discretionary Model Portfolio Services (MPS) to launching the IFSL Ascot Lloyd OEIC range—a suite of multi-asset, multi-manager funds across the risk spectrum—and Ascot Lloyd Private Wealth (ALPW), a bespoke discretionary service for clients with more complex investment needs. As of 30 September 2025, ALIM manages approximately £2.7 billion in assets. Purpose of the Role The individual will manage bespoke discretionary portfolios for high-net-worth clients, whilst acting as the key regional investment point of contact for advisers across the wider investment business. The role combines hands-on responsibility for portfolio construction and ongoing management with a broader remit to support, promote and explain the firm’s full investment proposition, including bespoke DFM, MPS and OEIC solutions. By providing tru...