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Haig Bathgate

Head of Portfolio Management

7 Investment Management

Edinburgh, UK

Haig Bathgate
Rod Barker
Toscafund Asset Management LLP
Arthur Bavelas
The Bavelas Group & Family Office Insights

Haig Bathgate’s Biography

Haig Bathgate is highly experienced in the financial industry and Head of Portfolio Management at 7IM, an investment management company. 7IM acquired Tcam in May 2018.

Prior to the acquisition, Haig had been joint CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Tcam since its inception and was responsible for the management and development of their proprietary investment strategy and the positioning of the Tcam offering. Haig jointly led the MBO (management buyout) of Tcam in 2015 with Alex Montgomery with whom he has worked for over 17 years. Based between London and Edinburgh, Haig led a team whose independent investment views are regularly quoted across media outlets including the BBC, the FT, Bloomberg, Citywire and CNBC.

Haig is a regular guest speaker on BBC Radio’s ‘Good Morning Scotland’. A keen supporter of education in the finance industry, he sits on the Investment Policy Committee for the CFA (Chartered Financial Analyst) Society of the UK, and was previously Chairman of the Scottish CFA society.

After graduating, Haig joined Turcan Connell in 1997. He went on to qualify as an investment manager in 2000 and led the firm’s investment process from 2009 until 2015.

Haig holds a Master’s degree in Investment Analysis from Stirling University, a BA in Business Management from Heriot-Watt University and is a CFA® charterholder.

Haig Bathgate’s Newsfeed

Head of portfolio management set to exit UK group

The head of portfolio management at Seven Investment Management (7IM), Haig Bathgate, is leaving the business to pursue a new challenge.

This is Money
Axiom European financial debt:

Aiming for 10% returns buying debt issued by banks to meet regulatory requirements. Haig Bathgate of Seven Investment says: ‘A yield in excess of 7 per cent is hard to ignore given the low rate environment.’ 

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Haig Bathgate’s Background

7 Investment Management
Head of Portfolio Management
May 2018 - Present
London, UK
7IM is an investment management company that helps individuals, their families and advisors to manage their capital to meet their financial needs.
TCAM Asset Management
Joint Chief Executive and Chief Investment Officer
Nov 2015 - May 2018
Edinburgh, UK
Tcam is an independent investment manager, providing asset management, advisory & consulting services to owners and funders of affordable housing. TCAM’s clients include investors, owners, lenders, guarantors and syndicators.
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Other Business Interests

BBC Radio Good Morning Scotland
Guest Speaker
Glasgow, UK
CFA Society
Investment Policy Committee
London, UK
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Haig Bathgate’s Education

CFA Institute
Chartered Financial Analyst
2004 - 2006
University of Stirling
MSc Investment Analysis
2002 - 2003
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