Joseph Barleta
Capital Source 2000
Arthur Bavelas
The Bavelas Group & Family Office Insights

Haig Bathgate

Investor & Partner

7 Investment Management

Edinburgh, UK

Haig Bathgate


Haig Bathgate is an Investor and Partner with 7IM, an investment management company that acquired Tcam in May 2018.

Prior to the acquisition, Haig was joint CEO (Chief Executive Officer) and CIO (Chief Investment Officer) with 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, who have worked together 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 also a regular guest speaker on BBC Radio Good Morning Scotland. A keen supporter of education in the finance industry, he also sits on the Investment Policy Committee for the CFA Society of the UK, and was previously Chairman of the Scottish CFA society.

Haig joined Turcan Connell in 1997 as a Business Studies graduate from Heriot-Watt University. He went on to qualify as an investment manager in 2000 and has led the firm’s investment process since 2009.

As well as his degree in Business, Haig holds a Masters degree in Investment Analysis from Stirling University a BA in Business Management from Herriot-Watt University and is a CFA® charterholder.

Haig Bathgate’s Newsfeed

Financial Times
Beyond Brexit: more uncertainty for investors

Haig Bathgate, head of portfolio management at 7IM, was mentioned in The Financial Times today in respect of the short term effect a botched Brexit will have on personal investments.

10 investment trusts for pre- and post-retirement portfolios

‘Pensions freedoms have blown away the line in the sand between the accumulation and decumulation phases of pension planning,’ says Haig Bathgate, head of portfolio management at Seven Investment Management (7IM).

View allHide

Haig Bathgate’s Background

Investor & Partner
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.
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.
View allHide

Other Business Interests

Guest Speaker
Glasgow, UK
Investment Policy Committee
London, UK
View allHide

Haig Bathgate’s Education

Chartered Financial Analyst
2004 - 2006
MSc Investment Analysis
2002 - 2003
View allHide