William Forsyth LL.B, Chartered FCSI
EXECUTIVE CHAIRMAN AND INVESTMENT DIRECTOR
William chairs the investment committee at CS Investment Managers with responsibility for investment direction and policy, and oversight of our multi asset portfolio services. He has extensive experience in both institutional and private client investment management, and is a Chartered Fellow of the Chartered institute for Securities & Investment.
Robert Darling Chartered MCSI
CHIEF EXECUTIVE OFFICER
Robert has over 30 years’ experience in leadership roles within financial services and has a long standing reputation for building strong, capable and experienced teams that deliver. Robert is an active committee member of the Chartered Institute of Securities and Investments.
Liam Goodbrand BSc (Hons)
Liam is part of the Investment Committee contributing to the formulation of the firm’s investment strategy. He is active in the management of client portfolios, portfolio performance, research analysis and benchmark reporting. He is currently a CFA 2 candidate, and graduated with an Honours degree in Actuarial Science from Heriot Watt University.
Scott Henderson MSc, MA (Hons)
Scott is a member of the investment committee, with a focus on research output for our AIM service, discretionary portfolios and our managed portfolio service. Scott has passed all 3 levels of the CFA Program and graduated from the University of Edinburgh with Distinction in MSc Finance, and the University of Glasgow with First Class Honours in Economics and Business Management.
Kerryann has been instrumental in implementing the firm’s processes and procedures that underpin the work of Operations, over which she has oversight of the quality assurance and compliance aspects of service delivery. Kerryann is responsible for management and compliance reporting.
INVESTMENT OPERATIONS SUPERVISOR
Gillian leads the team responsible for the delivery of client services and brings to the role more than 25 years’ experience in financial services. She has detailed knowledge of all administrative, operational and regulatory requirements, and is integral to efficient service delivery at every stage of our client relationships.
Caroline Ferguson BSc (Hons)
SENIOR INVESTMENT OPERATIONS ASSISTANT
As Case Manager Caroline is responsible for providing bespoke administration services to Clients and their professional advisors. Caroline brings to the role 25 years’ experience in financial services and wealth management, and has extensive knowledge of risk analysis, compliance, operational and regulatory requirements.
INVESTMENT OPERATIONS ASSISTANT
Shannon is one of the main points of contact for clients and their professional advisers. With over 8 years’ experience within the financial sector, Shannon has a strong knowledge of operational and administrative procedures. She plays an important role in ensuring our clients’ journey is as efficient as possible.
Sarah Crabtree BA (Hons)
BUSINESS SUPPORT EXECUTIVE
Sarah plays a key role across all business functions. She assists management with the quality control of business development initiatives, the training & competence of all personnel, the monitoring and record keeping of compliance standards, and the issue of a range of management and compliance reporting.
Anna is the first point of contact when you phone or come in to meet us at CS Investment Managers. She provides a high quality of administrative and organisational support across different areas to management and other team members and is essential to the efficient running of the office.