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A personalised approach to Professional investment

Partnering with financial advisers, clients and trusts to deliver disciplined strategies that protect and grow wealth for the long term.

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Rooted in Scotland, we partner with financial advisers and private clients across the UK, providing well-diversified portfolios and thoughtful investment management.

Serving you from our offices in Dundee and Edinburgh.

How we can help you

For our Private Clients

Discretionary Portfolio Management

Professional, day-to-day management of your investments, built around your personal goals and delivered with exceptional care and expertise to navigate changing markets on your behalf.

Start investing in your future

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For Charitable Trusts

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Discretionary Portfolio Management for Charitable Trusts

Specialist portfolio management for charitable trusts, designed to protect and grow your assets in line with your objectives, investment policy and long-term mission.

explore how we can help

For Financial Advisers

AIM Inheritance Tax Portfolio Service

Help your clients to pass on more of their wealth after death through investing in an AIM share portfolio expected to qualify for Business Relief.

Discover our AIM service

Sustainable Future AIM Inheritance Tax Portfolio Service

For clients wishing to leave a wider lasting legacy by investing for Business Relief into AIM-listed companies making a positive environmental or social impact.

Explore Sustainable Investing in AIM

Managed Portfolio Service for Advisers

Choose from five risk-targeted portfolios designed to maximise returns based on your clients' specific risk requirements.

Discover our risk-targeted MPS

Who are Drumnor?

Based in Dundee and Edinburgh, Drumnor Investments is an independent investment management firm led by an experienced team. We’ve built enduring client relationships founded on trust, taking a long-term approach that provides stability and reassurance in an ever-changing world.

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Individual Care

Investing is deeply personal. That’s why we take the time to understand what matters to you, offering thoughtful guidance that feels calm, clear and reassuring.

Growth

The strongest growth comes from trust and time. We combine investment expertise with enduring support, building lasting relationships that help your wealth mature securely.

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Perspective

The value of perspective is seeing beyond the moment. With clarity and calm guidance, we help you invest with confidence, so you feel assured in what’s to come.

More about us

Our latest news

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Drumnor Investments – The best performing growth model portfolios revealed

Following last month’s Trustnet article placing our Drumnor Moderate Portfolio in the top 10 (out of 341) balanced portfolios, to the end of November 2025, I’m delighted to say we

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Drumnor Investments Leads the Way

Drumnor Investments led the way in MPS performance in 2025, according to analysis by Trustnet. Trustnet’s research of more than 1,500 model portfolios placed Drumnor at the top in a

Merry Christmas

From all of us here at Drumnor Investments, we would like to wish you and your loved ones a Merry Christmas and Happy New Year. Thank you for your continued

Get in touch

Feel secure in your financial future with advice from our trusted team.

Get in touch today to explore our professionally managed investment portfolios and discover how we can support you or your client’s long-term financial success.

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