Jamie Daniels joins the team from Blackadders Wealth Management as senior investment director, bringing more than 20 years’ experience managing investment portfolios for private clients, trusts and charities.  

Daniels was head of investment management, delivering an investment proposition to clients while working closely with the associated law firm.

A Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Daniels will be based in Edinburgh, working with clients across Scotland.

As part of the wider Anderson Strathern group, ASAM provides financial planning and discretionary investment management services and works closely with the law firm’s legal teams.

Arlene Ewing, managing director of ASAM, said: “It’s an exciting time at ASAM as we focus on growing the business. We have a strong team of investment managers, and we want to build on that expertise while working more closely with our colleagues across Anderson Strathern.

“Jamie’s depth of investment experience and working alongside a legal practice will be particularly valuable as we take these plans forward. Just as importantly, he shares our approach to looking after clients and understands the importance of taking the time to get to know them and their individual circumstances. Maintaining that personal approach is important to us as the business grows, and I’m delighted to welcome him to the team.”

Jamie Danie said: “As consolidation continues across the wealth management industry, ASAM’s independence offers a natural fit for me given both my enthusiasm for investment markets and my desire for great outcomes for clients. That independence ensures ASAM can continue to focus on clients’ needs, first and foremost, a key driving factor behind my move.

“I’ve managed clients’ investment portfolios through both strong and challenging markets and have gained real perspective from that. That’s a real strength to pass on to clients to reassure and guide them through their investment journey.

“Taking the time to get to know clients, understand their aims and explain the investment strategy clearly is a vital part of what we do. I’m really excited to bring that experience to ASAM, working with Arlene and the wider team to build on the great success achieved so far.”