Investment Director
As an Investment Director, Linsey is primarily responsible for the management of discretionary investment portfolios for private clients and their associated family trusts, Self-Invested Personal Pensions and charities. Linsey is also involved in screening and researching UK equities in order to make recommendations for client portfolios.
Linsey joined the Adam investment team in June 2006. Prior to Adam & Company, Linsey worked at HSBC Institutional Fund Services.
Linsey holds a degree in International Business and Languages from Heriot-Watt University in Edinburgh. She also holds the Investment Management Certificate, the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Contact:
Linsey.McWalter@adamandcompany.co.uk
+44 (0) 131 380 9519
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