Alex Montgomery

Alex joined JH&P as a Partner in February 2021, to establish, build and lead the firm’s Edinburgh office.

He is part of our investment team and works closely with investment and financial planning colleagues to lead the delivery of the full range of JH&P’s services to private clients and charities.

Alex began his career as a solicitor before switching to focus on investment and spent many years with leading Scottish-based legal firm Turcan Connell before becoming joint CEO of Tcam Asset Management, the full-service wealth management business that had its roots within the law firm.  Tcam was acquired by 7IM in 2018 and Alex acted as 7IM’s Head of Wealth Management while the two firms were integrated.

Alex is a Chartered Fellow of the Chartered Institute for Securities and Investment.  He has a law degree and post-graduate legal qualification from the University of Edinburgh and has also studied at Cranfield School of Management.

As part of his commitment to pro bono work Alex is a Director and Treasurer of national cancer charity Myeloma UK.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.