Dugald Barne
Investment Director
About Dugald
As an investment manager, I manage portfolios for private clients, family trusts, SIPPs and charities. My focus is on ensuring that asset allocation and stock or fund selection are tailored to each client’s objectives and risk profile.
Having started my career in the City in 1987, I have experience of managing multi-asset portfolios for a broad range of clients. I joined Adam & Company, part of Canaccord Wealth, in 1993 and have been responsible for establishing and developing long standing relations with clients and their families to meet their needs as they evolve.
While past experience has involved research coverage of bonds, equities and collective investments, I am currently focused on investment trusts as a member of the Closed Ended Committee. As a Chartered Wealth Manager, I am a Fellow of the Chartered Institute for Securities & Investment. I hold the CISI Diploma and the Investment Management Certificate.