Richard Watt has more than 35 years’ experience in managing and developing equity portfolios in institutional and retail subadvisor markets globally, with an expertise in ESG integration. He was formerly Managing Director, Head of Sustainable Business (2017-2020) and Managing Director, Global Equity Portfolio Management (2007-2017) at Epoch Investment Partners. Prior to this, Richard held senior business development and portfolio management roles at Schroders and Credit Suisse Asset Management respectively.  Richard joined the Walter Scott Board in February 2023. He also joined the boards of the other UK firms under BNY Investments at the end of 2025.  Richard holds an MA in Politics and Modern History from the University of Edinburgh.

Jane is Managing Director of Walter Scott. Having joined the firm in 1995 as an investment analyst, she has held a range of investment, management, client service and governance responsibilities and was instrumental in the development of the firm’s US investment strategy. Jane co-chaired Walter Scott’s Investment Management Group before becoming Managing Director in 2010. She holds a BSc (Hons) in Marine and Environmental Biology from the University of St Andrews.

Roy is Executive Director, Investment and Client Service at Walter Scott. Since joining the firm in 1995, he has held a range of investment, management, client service and governance responsibilities. Roy was integral to the development of the firm’s emerging market capabilities, and he has played a central role in the stewardship of Walter Scott’s global and international strategies since 2007. Roy joined the firm’s Board in 2008 and is Co-Chair of the Investment Management Committee. He holds a BSc (Hons) in Statistics from the University of Glasgow.

Tom is Executive Director, Governance and Operations at Walter Scott. Prior to joining the firm in 2014 he trained with UK law firm Linklaters LLP in London and Beijing, spent five years as an associate in the London office of US law firm Cleary Gottlieb Steen & Hamilton LLP and two years as an associate at Scottish law firm Maclay Murray & Spens LLP in Edinburgh. Tom joined the Walter Scott Board in November 2023. He holds an MA in Law from the University of Cambridge and completed his Legal Practice Certificate at Nottingham Law School.

Jane was appointed as Deputy General Counsel and Chief Legal Officer of BNY Investments in November 2021 and is based in London. Jane’s primary responsibility is to lead and direct legal strategies, policies and practices that support the business.

Prior to joining BNY, Jane served as General Counsel to one of BNY’s affiliates, Insight Investment, where she was responsible for managing the global compliance function and legal risk of Insight. Jane held this role for 10 years, joining Insight’s Executive Management Committee in May 2016. Before joining Insight, Jane was a Managing Director at BlackRock (and its predecessor companies) as Head of the Legal Team for all issues in EMEA ex. pooled funds.

Jane has also worked as a solicitor at Lloyds of London and started her career in 1990 as a litigator at Kingsley Napley. Jane has a first class LLB degree in Law from the University of Warwick and a BCL degree in law from the University of Oxford. She is a member of the Law Society and holds the Investment Management Certificate from the CFA Society of the UK.

Jane is a top contributor and thought leader in her field. She is a passionate advocate for all matters relating to social mobility and inclusion both in the workplace and across the industry.

John Paul O’Meara is Senior Vice President (SVP), Head of Investor Relations at Ahold Delhaize, one of the world’s largest food retail groups, a leader in supermarkets and e-commerce and a company at the forefront of sustainable retailing. He was previously SVP of Corporate Strategy at Ralph Lauren, where he designed the implementation and communication framework for execution of the group’s Next Great Chapter Strategic plan. Prior to this, John Paul held various roles at Adidas from 2006-2018 including SVP Brand Strategy and VP Investor Relations. He also worked in equity research at Dresdner Kleinwort Wasserstein.

John Paul joined the Walter Scott board in February 2023. He holds a BBS (Hons) in Economics & Finance from the University of Limerick, and numerous certifications and further education in personal and leadership development.

Stephen Potter was formerly Vice Chairman of Northern Trust and CEO of Northern Trust Investments. During his 36-year career with the company, he served in London for eight years as CEO of Northern Trust Global Services, its principal non-US subsidiary. Stephen joined the Walter Scott Board on 1 June 2020.  He also joined the boards of the other UK firms under BNY Investments at the end of 2025. Stephen sits on a number of other boards including Rush University Medical Center in Chicago, the Miami Corporation and Nuveen Churchill Direct Lending Corporation. He is also Chairman of the Japan-America Society of Chicago. He holds a degree in Economics and History from Duke University, an MBA in Finance and Marketing from the J.L. Kellogg Graduate School of Management at Northwestern University, and was a Fellow at the Harvard Advanced Leadership Initiative in 2019.

Jane is Managing Director of Walter Scott. Having joined the firm in 1995 as an investment analyst, she has held a range of investment, management, client service and governance responsibilities and was instrumental in the development of the firm’s US investment strategy. Jane co-chaired Walter Scott’s Investment Management Group before becoming Managing Director in 2010. She holds a BSc (Hons) in Marine and Environmental Biology from the University of St Andrews.

Roy is Executive Director, Investment and Client Service at Walter Scott. Since joining the firm in 1995, he has held a range of investment, management, client service and governance responsibilities. Roy was integral to the development of the firm’s emerging market capabilities, and he has played a central role in the stewardship of Walter Scott’s global and international strategies since 2007. Roy joined the firm’s Board in 2008 and is Co-Chair of the Investment Management Committee. He holds a BSc (Hons) in Statistics from the University of Glasgow.

Fraser is an investment manager at Walter Scott, who joined the firm in 2003. He has experience across each of the three regional research teams. Fraser holds a first class LLB (Hons) in Law from the University of Edinburgh and is a CFA charterholder.

Maxim is an investment manager at Walter Scott, who joined the firm in 2003. He holds an MA in Economics from the University of Colorado and an MSc in Investment Analysis from the University of Stirling. Maxim is a CFA charterholder.

Alan is Head of Research and a member of the Investment Management Committee at Walter Scott. He joined the firm in 2006 and holds a BSc (Hons) in Mathematics from the University of Nottingham and an MSc in Financial Mathematics awarded jointly by the University of Edinburgh and Heriot-Watt University, Edinburgh. Alan is a CFA charterholder.

Alan, Investment Manager and Sustainability Integration, is also a member of the Investment Management Committee at Walter Scott. Prior to joining the firm in 2012, he worked at ManoCap, a private equity firm based in Sierra Leone, and as a lawyer at Slaughter and May. Before university, Alan undertook an extended internship at Walter Scott. He holds a BA (Hons) in Law from the University of Oxford. Alan is a CFA charterholder.

Ashley-Jane is an investment manager at Walter Scott, who joined the firm in 2017. She holds a BA (Hons) in Accounting and Finance from Edinburgh Napier University and an MSc in Finance and Investment from the University of Edinburgh. Ashley-Jane is a CFA charterholder.

Jamie is an investment manager at Walter Scott, who joined the firm in 2008. He has experience across each of the three regional research teams. Jamie holds an MA (Hons) in Mathematics and Economics from the University of St Andrews and is a CFA charterholder.

Jay is an Investment Analyst who joined Walter Scott on a permanent basis in 2021. He spent two years in the Performance team before transferring to the Research team in 2023. Prior to this he completed three internships at the firm beginning in 2019. He holds a BSc (Hons) in Economics and Management from the University of St Andrews.

Stephen, Investment Analyst, initially interned at Walter Scott and became a permanent employee in 2016, working for six years in the Performance team. Following this, he spent two years working within the Research Operations team focusing on stewardship and sustainability, before transferring to the Research team in 2025. He holds a BSc (Hons) in Mathematics and its Applications from the University of Stirling.

Lucia is an Investment Manager at Walter Scott. She joined the firm in 2023. Prior to joining Walter Scott, she spent five years at M&G Investments, as an Investment Analyst within Private Equity and Real Assets, and latterly within Sustainable and Impact Investing. She previously interned at both Wellington Management and Walter Scott, as part of our investment intern programme in 2016 and 2017. She holds a BA in Government & Legal Studies, with a focus on International Relations, from Bowdoin College, Maine.

Tom is an investment manager at Walter Scott, who joined the firm in 2007. Prior to this, he lived and worked in Taiwan, having previously worked at Baillie Gifford. He holds an MA in Business and Economics from Heriot-Watt University, Edinburgh and an MFin in International Finance from the University of Glasgow. Tom is a CFA charterholder.

Maxim is an investment manager at Walter Scott, who joined the firm in 2003. He holds an MA in Economics from the University of Colorado and an MSc in Investment Analysis from the University of Stirling. Maxim is a CFA charterholder.

Des is an investment manager at Walter Scott. He joined in 2004 and has spent time across all three of the regional teams, including time living and working in Australia. Des holds a BSc (hons) in Pharmacology from the University of Aberdeen.

Oriana is an Investment Analyst who joined Walter Scott in 2023 having taken part in the Investment Intern programme. Oriana is a medical doctor and has previously rotated through many clinical specialties across primary, secondary and tertiary care settings. She holds a MBBS in Medicine and Surgery from University College London and a BSc (Hons) in Sport and Exercise Science (Intercalated) from Loughborough University.

George, Investment Analyst, joined Walter Scott on a permanent basis in July 2023. Following a four month internship, George initially joined the Performance team and moved to the Research team in 2025. Prior to this he completed internships as an analyst at Barclays Switzerland. He holds an MA (hons) degree in Classics from the University of Edinburgh and graduated in 2022.

Alicia is an investment manager at Walter Scott, who joined the firm in 2025. Prior to this, she lived and worked in Paris, Hong Kong and Shanghai, having previously worked at Comgest and SAFE Investment, focusing on US equity. She holds a Bachelor’s degree in Insurance (Actuarial Science) from East China Normal University.

Michael is an investment manager who joined Walter Scott in 2016 and spent four years in the Dealing team. He joined the Research team in October 2020. Michael graduated with a BA (Hons) in Economics from the University of Exeter.

Fraser is an investment manager at Walter Scott, who joined the firm in 2003. He has experience across each of the three regional research teams. Fraser holds a first class LLB (Hons) in Law from the University of Edinburgh and is a CFA charterholder.

Alan is Head of Research and a member of the Investment Management Committee at Walter Scott. He joined the firm in 2006 and holds a BSc (Hons) in Mathematics from the University of Nottingham and an MSc in Financial Mathematics awarded jointly by the University of Edinburgh and Heriot-Watt University, Edinburgh. Alan is a CFA charterholder.

Connor is an Investment Manager who joined Walter Scott as a permanent employee in 2021. Following an internship and a period contracting with the firm, Connor initially joined the Investment Operations team before transferring to the Research team in 2022. He gained an MA (Hons) in Philosophy from the University of St Andrews.

Paul is an investment manager at Walter Scott who joined the firm in 2014 and recently spent one year in the Client Service team. Prior to joining the firm, he worked as a sell-side analyst at Morgan Stanley in London. Paul holds a BA in Economics from Durham University and an MA in Land Economy from the University of Cambridge.

Charlie, Business Adviser, joined the firm in 1991 and has held a range of investment, management, client service and governance responsibilities, including being a Board member since 2009. He has had extensive experience of analysing companies around the world, particularly in Europe and Japan. Having announced his intention to retire from Walter Scott at the end of June 2026, Charlie has now stepped down from all governance and committee roles. He continues to focus on investment research trips, mentoring and participating in client meetings to ensure a smooth transition. He holds a BSc (Econ) (Hons) in European Studies from the University of Buckingham.

Andrew joined Walter Scott in 2022. Prior to this he worked in the ESG and Corporate Sustainability field for over 20 years, initially at RBS (now NatWest Group) and then latterly as Head of Governance and Sustainability at Baillie Gifford. Andrew has an MA (Hons) in Modern History from Edinburgh University, an MSc in Development from University of London (SOAS) and a Diploma in Sustainable Business from the University of Cambridge. 

Mandy, Stewardship & Sustainability Manager, joined Walter Scott in 2015. She started in Research Operations and is now part of the Stewardship & Sustainability team where she leads on Proxy Voting. Prior to this Mandy spent nine years with an independent executive search firm. She holds a degree in International Business Studies from both the Dresden University of Applied Sciences and the University of Gdansk.

Jamie, Stewardship & Sustainability Analyst, joined Walter Scott in 2023.  Jamie holds a BSc (Hons) in Psychology from the University of Glasgow, and a certification in Governance, Stewardship and Sustainability from the ICGN and Bryant University. Prior to this he completed a research internship within the charity sector in Scotland.

Sara, Stewardship & Sustainability Analyst, joined Walter Scott in 2024. Sara is responsible for supporting the firm’s stewardship activities and sustainability research across portfolios. Prior to joining Walter Scott, she worked at Bank of America as a Credit Analyst having previously interned with the firm. She also completed an internship at Aegon Asset Management in Fixed Income. Sara holds an MA (Hons) in Economics and Management from the University of St Andrews.

Chris, Stewardship & Sustainability Analyst, joined Walter Scott in 2020. He spent five years in the Finance team before transferring to the Stewardship & Sustainability team in 2025. Prior to this, he spent two years at Morgan Stanley focusing on regulatory reporting, and five years in the oil and gas services industry, during which he completed an overseas secondment to Paris supporting group‑level financial reporting. He is a Chartered Management Accountant (ACMA, CGMA) and holds an MA (Hons) in Accountancy from the University of Aberdeen.