Blue Thistle Advisory (BTA) was founded in 2018 as an LP-centric, independent consulting boutique in the Edinburgh area, fully owned by its founder.
With over 15 years experience in the financial industry and CAIA certification, BTA is in an excellent position to support you
in all matters surrounding alternative investing, with a particular focus on private equity and fund investing.
BTA’s philosophy is inspired by the endowment model* and offers its services to qualified and professional investors, such as family offices.
Every organization is unique.
BTA strives to understand the needs of each of its partners in order to offer individual and tailored support.
Relationships & flexibilty matter.
BTA's working style is friendly, collaborative & adaptive.
Alternative AuM are continuously growing, so is its relevance in institutional investment portfolios.
Increase the scope and/or quality of your client offering. Take your investment model a step further with expert know-how on your side.
*Endowment Model as developed by the head of Yale Endowment David F. Swensen and described in his book “Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment”
respect and appreciation of you, your business values and perspectives
complete independence allows BTA to work closely with you to fully understand and pursue your interests
always striving for the best possible outcome