David joined in January 2021 as a Business Intelligence Manager. He entered the world of Investment in 2011 at JPMorgan in Edinburgh before undertaking a year in New York City with UBS Global Asset Management. On returning home to Edinburgh, David spent the next seven years at Investec Wealth & Investment as an Investment Manager where he had responsibility for managing over 350 multi-asset portfolios totalling £200m of client assets. During this time, he trained as a Chartered Wealth Manager and became a Fellow of the Chartered Institute of Securities and Investment in 2019. David enjoys having an active lifestyle spending a lot of his free time hitting or kicking a ball around a court, course or pitch.

David Taylor
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As founder of Saracen Fund Managers in 1997, Jim retains an interest as a Non-Executive Director, remaining a major shareholder in the company. As well as forming a previous asset management business, which included bringing an investment trust to the market, he had a long career in investment management at Scottish Amicable and the Scottish Development Agency. His time is now spent enjoying sporting pursuits with his young son – for his part, mainly as an observer.

James
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Dr. John C Spence (Ian), is a Non-Executive Director. Ian was a General Medical Practitioner in the east end of Glasgow for 30 years in addition to joining Jim as a Director in 1997. Now retired from medicine, Ian enjoys playing the tuba, gardening and golf.

John
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Joanne is the Administration and Compliance Manager and an Executive Director. Having joined in 2017, she began her career as a retail Bank Manager for Santander then became Head of Training & Competence for a national IFA. Laterally Joanne was a Financial Planner and Manager of Turcan Connell’s Family Office. Joanne is a keen equestrian and enjoys teaching her two children to ride.

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David manages the TB Saracen UK Alpha and TB Saracen UK Income funds. His investment career has spanned over 25 years with most of this focused on UK small and mid cap companies and, apart from a brief spell as a NED of a couple of small quoted companies, he worked at Ignis Asset Management where he was ‘AAA’ rated by Citywire for his UK Small Cap Fund performance and at Scottish Mutual Assurance. He enjoys sailing and even crossed the Atlantic once, just for the fun of it and still harbours the dream of island hopping around the Pacific one day.”

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Bettina is an Investment Director and co-manager of the TB Saracen Global Income and Growth fund. She joined Saracen in 2015 from Apo Asset in Germany where she co-managed the Global Healthcare Fund. Having started her career at Brewin Dolphin, she has worked both as a sell side analyst (Kepler Capital Markets) and buy side portfolio manager (Alliance Trust, Kames Capital) covering global stocks across most sectors. Bettina likes to travel, ideally off the beaten track, however, closer to home she enjoys being out on her motorbike.

Bettina
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Having joined Saracen in 2011 as a major shareholder, Graham is the Chief Executive, as well as the Manager of the TB Saracen Global Income and Growth Fund. His previous roles included directorships at both Edinburgh Partners and Edinburgh Fund Managers, as well as Head of Retail Funds at SWIP, and a spell with National Mutual & General Accident. Graham was a former Commonwealth medallist at Judo, and remains involved in the sport as a 6th Dan.

Graham
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Jamie became Chairman of Saracen in 2014, following his tenure as Chairman at Brewin Dolphin for 8 years. Jamie was formerly a Director at Scottish Radio Holdings, Maven Income & Growth, STV, Scottish Financial Enterprise and Latchways. He has a keen interest in the sea, especially wooden boats and ships, and it is no surprise that amongst his varied charitable interests, he is also a director of The HMS Victory Preservation Company.

Jamie
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