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Harry Morgan
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Profile
Harry J.
Morgan formerly worked at Evelyn Partners Securities, as Director-Investment Management from 2015 to 2020, Mid Wynd International Investment Trust Plc, as Non-Executive Director from 2012 to 2022, Henderson Opportunities Trust Plc, as Independent Non-Executive Director, The Association of Investment Cos., as Non-Executive Director from 2014 to 2020, Adam & Co. Investment Management Ltd., as Head of Investment Management from 2007 to 2012, Thomas Miller Investment Ltd., as Head of Private Investment Management from 2012 to 2014, Anderson Strathern Asset Management Ltd., as Chief Investment Officer, and Evelyn Partners Group Ltd., as Head-Scotland Key Clients from 2015 to 2020.
Mr. Morgan received his Masters Business Admin degree from Edinburgh Business School.
Former positions of Harry Morgan
| Companies | Position | End |
|---|---|---|
| MID WYND INTERNATIONAL INVESTMENT TRUST PLC | Director/Board Member | 26/10/2022 |
Evelyn Partners Group Ltd.
 Evelyn Partners Group Ltd. Investment ManagersFinance Provides wealth management and financial planning services | Corporate Officer/Principal | 01/10/2020 |
Evelyn Partners Securities
 Evelyn Partners Securities Investment ManagersFinance Provides wealth management and financial planning services | Corporate Officer/Principal | 01/09/2020 |
The Association of Investment Cos.
 The Association of Investment Cos. Investment Trusts/Mutual FundsMiscellaneous Operates as closed-ended investment company | Director/Board Member | 16/01/2020 |
Thomas Miller Investment Ltd.
 Thomas Miller Investment Ltd. Investment ManagersFinance TMI’s process is designed to identify and exploit opportunities when asset prices do not reflect long-term opportunity, at a regional, asset and stock level. As active managers they generate real returns through a fundamental understanding of investments, enabling them to maintain a long-term perspective through market cycles. Their disciplined and consistent investment process combines economic assessment, asset allocation expertise and fundamental asset class research. | Head of Private Banking | 01/08/2014 |
Training of Harry Morgan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
41
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
The Association of Investment Cos.
The Association of Investment Cos. Investment Trusts/Mutual FundsMiscellaneous Operates as closed-ended investment company | Miscellaneous |
Evelyn Partners Securities
Evelyn Partners Securities Investment ManagersFinance Provides wealth management and financial planning services | Finance |
Henderson Opportunities Trust Plc
 Henderson Opportunities Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Mid Wynd International Investment Trust Plc
 Mid Wynd International Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Adam & Co. Investment Management Ltd.
 Adam & Co. Investment Management Ltd. Investment ManagersFinance AIM is an active investment manager which tailors their services to the personal investment requirements, preferences and risk profile of each client. They manage portfolios on a discretionary basis and provide an array of investment services. Their fund investment strategy focuses on long-term global growth. As an income-oriented investor, AIM invests through the fund in a range of sectors worldwide including industrial, services, health, resources, collectives and treasury. | Finance |
Thomas Miller Investment Ltd.
Thomas Miller Investment Ltd. Investment ManagersFinance TMI’s process is designed to identify and exploit opportunities when asset prices do not reflect long-term opportunity, at a regional, asset and stock level. As active managers they generate real returns through a fundamental understanding of investments, enabling them to maintain a long-term perspective through market cycles. Their disciplined and consistent investment process combines economic assessment, asset allocation expertise and fundamental asset class research. | Finance |
Anderson Strathern Asset Management Ltd.
 Anderson Strathern Asset Management Ltd. Investment ManagersFinance Provides asset management services | Finance |
Edinburgh Business School
 Edinburgh Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evelyn Partners Group Ltd.
Evelyn Partners Group Ltd. Investment ManagersFinance Provides wealth management and financial planning services | Finance |
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