Thomas Miller Investment to launch Onshore Private Client Business

Thomas Miller Investment, a member of the Thomas Miller Group of Companies, is launching a new private client business under the leadership of Harry Morgan, who joins the firm in May 2012 as head of private investment management.

Harry Morgan will oversee the creation of an onshore UK based private client investment business to complement Thomas Miller Investment’s existing private client operation in the Isle of Man. Until taking a study sabbatical in September 2011, Harry Morgan was head of investment management at Adam & Company having also held senior positions at Newton Investment Management and Edinburgh Fund Managers over a career spanning 27 years.

Part of the 127 year old Thomas Miller Group, Thomas Miller Investment, with funds under management of £2.7 billion, manages portfolios across a broad range of asset classes, delivering customised investment portfolios to both institutional and private clients.

Based in Edinburgh, Harry will lead a team to develop the business across the UK. He will work closely with Thomas Miller Investment’s 15 strong investment team utilising the company’s proven global research and risk management process. Thomas Miller Investment has had an investment office in Scotland since 2006, set up by Christopher Smith, formerly of Noble Grossart.

Further senior recruitments are planned to work with Harry Morgan. In addition, Charles Meaden and other members of the team will provide business development support from London.

Mike Balfour, Chief Executive, Thomas Miller Investment says:

“Thomas Miller Investment has built its business based on providing excellent service and consistently good investment performance to clients. Harry’s appointment is testament to the appeal of Thomas Miller Group’s heritage and our serious intent to develop a UK private client business which builds on our existing experience and expertise. Our clients want to preserve capital during difficult economic times and Harry’s skill and experience will complement their requirements and our existing team very well. Thomas Miller Investment has a quiet strength that makes them a very attractive company to work for. This, I believe, is one of the key reasons why Harry has decided to join us.”

For more information please contact:

Mike Balfour, Chief Executive
Thomas Miller Investment
T: 020 7204 2736 M: 07899 875887

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

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