Lindsay Spencer

Areas of expertise

UK and international private clients; bespoke family OEICS; trusts.

Experience

Lindsay manages bespoke investment portfolios for onshore and offshore private clients, trusts, corporates and charities, within a wide range of tax environments. She incorporates traditional investments with a variety of alternative assets to provide portfolios suitable to each individual clients needs.

Developing professional and personal relationships is the foundation of everything Lindsay does. As an investment manager she can combine her love of creating investment portfolios with building those relationships.
 
Lindsay began her career in 2006 at Thesis Asset Management as a dealer where she placed bond, equity and funds trades for client and unit trust/OEIC portfolios. She then joined Brooks Macdonald in 2010 where she created and strengthened professional adviser and client relationships in order to manage successful bespoke portfolios for a wide variety of clients.

Notable client work and achievements

Lindsay was recommended in the Spear's 500 High Net Worth Wealth Managers category, 2022.
Guiding multiple clients on investment strategy post the sale of their businesses, in order to meet their new lifestyle requirements.
Lindsay was nominated for the Investment Week Women in Investment awards 2018 and 2020.

Professional qualifications and memberships

Lindsay holds the CFA Certificate in ESG Investing and the CISI Masters in Wealth Management.

She is also a Chartered Wealth Manager and a Chartered Fellow (FCSI) of the CISI.