Head of Business Development
After graduating from the University of Stirling in 1997, I began my career in financial services with the Edinburgh investment house Friends Ivory & Sime, where I provided support to independent financial advisers (IFAs) as well as the sales team. After relocating to London in 2001, I worked in business development for a range of companies including Investec and Aberdeen Asset Management, before joining SEI in 2009, where I worked with IFAs, private banks and direct-to-consumer businesses. I joined the company as part of the acquisition of Punter Southall Wealth and am an Associate Member of the CISI, holding its Diploma in Investment Advice.
Contact:
simon.kay@adamandcompany.co.uk
+44 (0) 131 380 9535
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