Adam Urquhart

Jul 2025 – Present

I supported the global growth strategy portfolio manager with quarterly reporting and valuation updates. I independently completed due diligence and authored an investment committee memo on a prospective portfolio company, presenting my findings to a mock investment committee.

Sep 2024 – Present

I founded and lead Tiplo, an AI-powered digital physiotherapy platform addressing patient non-adherence in musculoskeletal recovery. I set product and AI strategy, direct AI/ML development, and oversee the MHRA, CE and UKCA regulatory pathway. I secured two clinical pilot partnerships covering a signed 40–80 patient cohort, built a pipeline across eight major private physiotherapy providers, led patient and clinician research, and am managing an active pre-seed angel round supported by two non-dilutive grants.

Mar 2024 – Oct 2024

I supported daily portfolio management for a three-person Fund of Funds team overseeing £3.5 billion in assets under management, reporting to the CIO and Head of Discretionary Investment. I designed an automated reporting system that reduced fund reporting time by 60% and produced weekly, monthly and quarterly performance and positioning updates for advisers and high-net-worth clients. I also supported fee-term negotiations on a £220 million portfolio change and led the onboarding of a top-performing Japanese fund manager.

Jan 2023 – Dec 2023

I sourced, evaluated and progressed Seed to Series B opportunities across Environmental Tech, HealthTech, DeepTech and SaaS in the North of the UK. I personally facilitated more than £10 million across 17 investment rounds and invested personal capital in three portfolio companies. I led full-cycle financial, legal, management, market, commercial and technology due diligence, built three-statement and DCF valuation models, and prepared the investment committee paper for a £17.6 million Series B that attracted 68 high-net-worth syndicate members.

Jun 2020 – Oct 2022

I founded and scaled a second-hand bicycle restoration and sales business from zero capital during the pandemic. I grew the operation from two people to a volunteer team of more than 10 within three months through a structured training programme, built a supplier network across more than 10 Edinburgh cycling shops, and completed over 2,000 repairs and sales. I also conducted competitive pricing analysis across more than 50 online sellers.

MA Economics, Economics

2018

With Honours

Additional: Bloomberg Market Concepts, Refinitiv / Thomson Reuters Data Stream

MSc (Econ) Finance with Investment Management, Finance with Investment Management

2019

Distinction, Top 3 in class

Dissertation: Assessing Fund Manager Performance Appraisal: Are Scottish Fund Managers as Successful as They First Appear? (Distinction). Completed the CFA Level 1 curriculum alongside the degree.