what we do

We’re  working hard to encourage high school girls in Scotland to look at the world of investment.

In investment you will develop your interpersonal skills, confidence, problem-solving powers and resilience.

Thanks to areas like responsible and ethical investing, you’ll have the power to change the world around us!

Our Story

Welcome to Future Asset. We believe that being female should never be seen as a barrier to progressing in the career you choose. In particular, we are working hard to encourage girls in high schools in Scotland to look at the world of investment. This may have been traditionally seen as a male-influenced field, but not anymore!

We want even more girls to see that this can be a personally rewarding world to explore. In investment you can develop your interpersonal skills, confidence, problem-solving powers and resilience. You can also, thanks to areas like responsible and ethical investing, have the power to change the world around us for the better.

Our goal is to enable girls in the senior phase of high school to learn how investment can change the world for the better, gain valuable, transferable skills and consider the benefits of possible future careers.

We organise conferences and workshops for girls across Scotland. Our 2017 event was very well attended. First Minister Nicola Sturgeon gave an inspiring speech and the girls and their teachers enjoyed talks, workshops and interactive experiences with women from a range of careers and professions.

The Future Asset steering group comprises largely female professionals who are actively engaged in the Scottish financial sector, working mainly in the investment management area. Drawn from a number of different firms in the industry, members are united in their determination to increase diversity in its recruitment practices. Future Asset is a trading name of Didasko — a charity committed to this objective.

“An incredible event! The intro to Asset Management was good and having the range of roles explained by women was brilliant.”
Conference 2017 participant

Our Team

  • Helen Bradley

    Helen Bradley

    Programme Manager

  • Claire Black

    Claire Black

    Programme Coordinator

Helen Bradley

Helen Bradley

Programme Manager

As Programme Manager at Future Asset, Helen works to bring together investment companies and schools to tell girls about exciting careers.  Helen is passionate about enabling girls to realise their potential, aim for fulfilling careers and recognise how they can change the world for the better!

Previously Helen worked at LEAPS giving advice and guidance to young people applying to university and at Queen Margaret University telling students about health-related careers. She also spent 8 years at the Prince’s Trust – Scotland working on education and youth work programmes.

Helen has a BA in Politics from the University of Leicester and a Masters in Social & Political Theory from the University of Edinburgh. She spends her spare time taxi-driving for her 3 children, dog walking and very occasionally, knitting and sewing.

Claire Black

Claire Black

Programme Coordinator

As a former senior marketing manager, Claire had a successful Marketing career in various roles in Financial Services before taking a career break to raise her family of 3 children. Her formal qualifications include a Post Graduate Diploma in European Business Administration and an MA in Politics and International Relations.

As a mother of two young daughters and an Aunty to nine nieces, Claire is passionate about initiatives such as Future Asset and opportunities to help develop and empower young women in Scotland. She enjoys walks with her dog, pilates, swimming, cycling and has recently taken up golf.

Steering group

  • Sarah Whitley

    Sarah Whitley

    Chair of Future Asset Steering Group and Former Head of Japanese Equities, Baillie Gifford

  • Susan Anderson

    Susan Anderson

    Former Senior Investment Strategist, Aberdeen Standard Investment

  • Diane Crichton

    Diane Crichton

    HR Business Partner, Walter Scott and Partners

  • Sophie Dawes

    Sophie Dawes

    Project Officer, Developing the Young Workforce Edinburgh, Midlothian and East Lothian

  • Laura Fyfe

    Laura Fyfe

    Investment Analyst, St. Andrews Partners team at Stewart Investors

  • Fiona Gillespie

    Fiona Gillespie

    Head of Charities (Scotland) at Rathbone Brothers Plc

  • Lauran Halpin

    Lauren Halpin

    Investment Manager, Edinburgh Partners

  • Lynne Lamont

    Lynne Lamont

    Head of Charities at Brewin Dolphin

  • Claire MacLean

    Claire MacLean

    Associate Investment Director, Investec Wealth & Investment

  • Christine Montgomery

    Christine Montgomery

    Non-Executive Director at Dunedin Income & Growth Investment Trust plc

  • Alice Paterson

    Alice Paterson

    Director of Zing Coaching

  • Charlotte Tait

    Charlotte Tait

    Senior Legal Counsel, First State Investments

  • Angus Tulloch

    Angus Tulloch

    Former Joint Managing Partner of Stewart Investors

Sarah Whitley

Sarah Whitley

Chair of Future Asset Steering Group and Former Head of Japanese Equities, Baillie Gifford

Sarah retired from a successful career in fund management running the Japanese desk at Baillie Gifford in 2018. She has won a number of industry awards for her outstanding long term investment performance including the inaugural Lifetime Achievement award at the Women in Investment Awards event in 2017. She was involved in running investment trusts but developed a significant business for the Japanese department at Baillie Gifford and was also involved in running International Portfolios, as well as establishing the well regarded sponsorship efforts at Baillie Gifford.

Promoting diversity has been one of her key interests since retirement, but she is also training to row at Master level at various events and is President of Saint Andrew Boat Club as well as being involved in several other charities. She was recently appointed an External Director of Rakuten in Japan, making her one of the very few British women to serve on the Board of major Japanese company.

Susan Anderson

Susan Anderson

Former Senior Investment Strategist, Aberdeen Standard Investment

Susan spent 37-years in asset management giving her the perfect background to be a director of Didasko Financial Education, Future Asset’s parent charity.

Susan’s professional experience with Aberdeen Standard, Aberdeen Asset Managers and Glasgow Investment Managers includes equity research, alternative assets and portfolio management. She managed pension funds, charities, local authority funds and investment trust. Susan studied Social Science at the University of Glasgow and went on to complete professional qualifications for investment professionals.

In addition to her very busy role with Didasko Education, Susan is also currently on the board of the Colquhoun Bequest in Glasgow, a charity which supports people with disabilities, and The Machan Trust which works with children and young people in Larkhall.

Diane Crichton

Diane Crichton

HR Business Partner, Walter Scott and Partners

Diane is the HR Business Partner at Walter Scott, transferring to Walter Scott in 2006 from Newton (also part of Bank of New York Mellon).

Previous to Walter Scott Diane worked for Newton Investment in Edinburgh since 2005. Prior to this, she had HR roles at Inveresk Research and Jenners.  Diane holds an Honours Degree in Commerce and Post Grad Diploma in Human Resources.

Sophie Dawes

Sophie Dawes

Project Officer, Developing the Young Workforce Edinburgh, Midlothian and East Lothian

As a Project Officer for Developing the Young Workforce in Edinburgh, Midlothian & East Lothian, Sophie’s role is to support businesses to be involved in informing, inspiring and hiring youth talent. Working across a range of industries, including financial services, she works with schools and employers to provide opportunities for young people to feel inspired and to help them understand more about prospective careers pathways in different sectors.

She has an MA in Religious Studies from the University of Edinburgh and is a keen runner, cyclist, outdoor enthusiast, experimental cook and loves to travel.

Laura Fyfe

Laura Fyfe

Investment Analyst, St. Andrews Partners team at Stewart Investors

Laura is an Investment Analyst on Stewart Investors’ St. Andrews Partners team. Her team invests clients’ savings in what they believe to be the best-run companies in Emerging Markets, placing special focus on the histories, people, and cultures that these businesses comprise. Laura joined as a graduate, having studied global development and international business in Canada and economics in Norway, and completed a study-work placement in India.

Laura is a passionate advocate for female empowerment and financial literacy. She was thrilled to become a Future Asset Ambassador in 2019, and a Steering Group member in 2021.

Fiona Gillespie

Fiona Gillespie

Head of Charities (Scotland) at Rathbone Brothers Plc

Lauran Halpin

Lauren Halpin

Investment Manager, Edinburgh Partners

Lauran is an investment manager at Edinburgh Partners where she manages client equity portfolios and analyses stocks within the global healthcare sector.  Previously, she managed a healthcare investment fund at Baillie Gifford.  Lauran spent much of her early life studying to become a biologist and, as a result, is passionate about attracting talent from diverse backgrounds and life experiences to the investment industry.

Lauran has been a member of the Steering Committee since 2018 and is deeply committed to Future Asset’s aim of encouraging young women into the investment industry where diversity of opinion, way of thinking, and priorities are so important but in such terribly short supply.  When she isn’t at work or supporting the great work Future Asset does throughout Scotland, you’ll find her attempting to wrangle her three terribly behaved dogs or perhaps climbing with her husband in the Cuillin on the Isle of Skye.

Lynne Lamont

Lynne Lamont

Head of Charities at Brewin Dolphin

Lynne entered a career in Investment management quite by accident, taking up a graduate trainee investment manager role with Newton Investment 22 years ago whilst waiting for PhD funding to come through for a glaciology research project. She set up the Scottish charity investment team for Newton before moving on to Brewin Dolphin 13 years ago to set up the charity offering and lead the Scottish team. She is now a senior leader in the Edinburgh office which manages £5bn of assets for a wide range of clients.

Lynne loves working with charity clients and has two rehomed spaniels from two separate charity clients! She regularly takes part in fundraising for clients and is passionate about making their reserves work for them and is an enthusiastic mentor.

Outside the office, Lynne loves to be in the mountains, running, skiing or climbing. She has two very active children and loves to explore the world!

Claire MacLean

Claire MacLean

Associate Investment Director, Investec Wealth & Investment

Claire is an Associate Investment Director at Investec Wealth & Investment in Edinburgh and has worked for the company for 10 years.  Claire manages private client portfolios for her own clients, whilst also supporting a Senior Investment Director.  Starting out in financial services as a bank teller for the Bank of Scotland, Claire applied to move within the organisation to their Portfolio Management Service as administrative support to Portfolio Managers. Here she gained a detailed understanding of the administrative process, which encouraged Claire to do her banking exams and then investment exams to become qualified to manage investment portfolios.

Claire is an enthusiastic volunteer for Future Asset as she knows how difficult it is to get into the industry when you don’t know anyone to call on for advice or get a foot in the door. Having taken part in Roadshows, Educator Events, our conference, competition mentoring and developing work experience opportunities, she joined the Steering Group in 2020.

Christine Montgomery

Christine Montgomery

Non-Executive Director at Dunedin Income & Growth Investment Trust plc

Christine has 30 years investment experience. She has recently returned to the UK after working for AustralianSuper which is a pension fund based in Melbourne, Australia. She managed an A$12bn global equity portfolio and set up a team of sector analysts to research global companies. She studied Economics and Accounting at the University of Edinburgh and decided to apply for a job as an equity analyst because her best friend said it would be fun.

She has spent most of her career investing in equities but has also worked in fixed income, business development and management roles. Christine is a strong advocate of diversity and wants to be involved in Future Asset to make sure girls know more about investing as a career.

Alice Paterson

Alice Paterson

Director of Zing Coaching

Alice is passionate about motivating and inspiring others and founded Zing Coaching in 2020.  As well as coaching, she also runs workplace wellbeing workshops on topics such as resilience and harmonious working relationships.  Prior to founding Zing, Alice was on the investment team at Kennox Asset Management in Edinburgh where she enjoyed researching companies and had a particular interest in Environmental, Social & Governance (ESG).  Alice is keen to help other females believe that they deserve to pursue any opportunity they wish.

Her involvement with Future Asset is to help girls find out about opportunities available to them as well as overcome limiting beliefs that may be holding them back.

Charlotte Tait

Charlotte Tait

Senior Legal Counsel, First State Investments

Charlotte is a lawyer working at First State Investments, based in Edinburgh. Financial services wasn’t something she was aware of as a career option at school so it wasn’t a sector she ever imagined herself in.  Nine and a half years later, it’s safe to say that the move into financial services has been a really good one!

Charlotte has been involved in Future Asset from its inception and is passionate about the amazing opportunities it provides to so many young women.  She loves supporting others and is really interested in helping others explore their next steps after school.

Angus Tulloch

Angus Tulloch

Former Joint Managing Partner of Stewart Investors

Formerly Joint Managing Partner of Stewart Investors, where he worked as a Fund Manager for 28 years, Angus Tulloch helped set-up the first Future Asset Conference in 2017. Now retired, he continues as a member of the Future Asset Steering Committee.