Steering Group – Future Asset

Meet our Steering Group

Steering Group Chair

Jen Mair

Strategic Initiatives, Franklin Templeton

Jen has more than 20 years’ experience in international financial services and strategy, with deep knowledge of the investment landscape in the UK.

A graduate in Law and French from the Universities of Edinburgh and Paris, Jen began her career as a finance lawyer at Allen & Overy in Paris and went on to spend 11 years with Barclays in corporate finance and global strategy. Jen is passionate about demystifying the investment industry and broadening access to it.

Diane Crichton

Head of Human Recourses, 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.

Lynne Lamont

Head of Charities, RBC 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!

Lauran Halpin

Director, Global Inclusion, CFA Institute

Lauran has been a member of the Steering Group 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 spending time with her two dogs or wild swimming and hill walking on the Isle of Skye.

Fiona Gillespie

Head of Charities (Scotland), Rathbones

Fiona is head of Rathbone’s Charity business in Scotland, overseeing the investment portfolios for a number of local and national charities. Her initial introduction to the investment industry was in 1993 as an Industrial Placement student from Napier University with Edinburgh Fund Managers, and stayed with that firm through the acquisition by Aberdeen Asset Management until 2017, working from what was essentially and intern role to a Senior Investment Manager, gaining a great deal of varied experience along the way.

Future Asset’s mission is closely aligned to Fiona’s personal aim of bettering the investment industry through diversity, by providing opportunities to those who otherwise have no insight or real knowledge of the investment sector and what it entails.

Sally Greig

Head of Global Bonds, Baillie Gifford

Sally is head of the Emerging Market Debt Team and chief of investment staff for the Multi Asset and Income area. She joined Baillie Gifford in 2005. Before joining the firm, she worked at the Bank of England from 2001 as an economist in the Foreign Exchange Division and provided regular analysis to the Monetary Policy Committee. Sally graduated MA in Economics and Statistics from the University of Edinburgh in 1998 and MSc in Finance and Econometrics from the University of York in 2003.

Charlotte Tait

Senior Legal Counsel, First Sentier Investors

Charlotte is a lawyer working at First Sentier Investors, based in Edinburgh. Fund management wasn’t something she was aware of as a career option at school so it wasn’t a sector she ever imagined herself in. Fourteen years later, it’s safe to say that the move into fund management 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. In addition to Future Asset, Charlotte has 3 children, is a director of two businesses and supports her husband in running his two also, showing that you can have a work-life balance when you work in fund management!

Claire MacLean

Investment Director, Investec Wealth and Investment

Claire is an 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.

Collin Anderson

Senior Client Relationship Manager (Scotland), CISI

Angus Tulloch

Former Joint Managing Partner, 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.