Tom Tracy has over 25 years’ experience in private client financial services, in a career encompassing financial institutions such as The Royal Bank of Scotland, Bank of America and the Standard Life Assurance Company.
In 2004, Tom set up Forth Capital, which now has its flagship offices in Edinburgh, Geneva and Sydney, providing top tier, transparent retirement planning and investment advice to British expatriates globally.
Forth Capital was the fastest growing international financial adviser in 2013 and 2014. (Source: Expat Money Manager). Tom spearheaded this growth initially from the company’s European branch before relocating to Switzerland in 2017 with his family. Tom has now moved back to his home soil of Edinburgh, where he oversees and manages the growing Edinburgh hub.
Tom is featured in the IA 100 Industry’s Top Influencers, is a regular market commentator, is often quoted in the financial press and has presented regularly on the World Business Report from Geneva.
- Chartered Institute of Insurance
- Chartered Institute of Securities & Investment
“I am keen to express my satisfaction with Forth Capital, in particular the services of Tom Tracy who has been my trusted adviser for years now. As an expat in the UAE living in a tax free regime, it has been important to plan properly and take advantage of the economic situation I find myself in. I am now in a position where I feel secure personally and have planned successfully for the children’s education and my future. This is down to Tom’s expert guidance.” Dr Sean Petherbridge, United Arab Emirates
“I have been working for several years with Forth Capital and have developed a strong relationship with my adviser Tom Tracy. I do not get any hard sell, just advice based on clearly documented or articulated financial goals. I appreciate that ideas are presented to me with clear pros and cons and I can either let my advisor steer things, or make my own decisions, depending upon how much time I have. I trust my advisor and know that he looks after my interests, and not his.” Jack Ramsay, Senior Managing Director, Accenture Europe