Brought together by a belief in ‘better’

An Entrepreneur, an Academic, and a Coder walk into a room…

It may sound like the start of a bad ‘dad’ joke, but this was the start of our journey together to create Behavioural Finance and the new WealthPersonality app.

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Meet the team.

Tweed Staff Circles Chris

Chris Tweed | CEO

Entrepreneur & co-founder at large wealth management practice based in Edinburgh & London.

At 38 Chris reckons he just about passes for a millennial. He is co-founder and CEO of Tweed Wealth Management, a firm he set up with his wife Alison in 2013, which has quickly grown to become the largest of its kind in central belt Scotland. In 2018 Chris won a professional excellence scholarship with CASS business school in London to enrol on their Executive MBA program. It was following the induction weekend that Chris had the idea for WealthPersonality® and the rest is history.

Chris is a serial entrepreneur and when not running Tweed Wealth Management, Tweed Business Advisery Service or WealthPersonality® he can be found hanging out with his wife and daughter, embracing their shared family passion for sailing on the west coast of Scotland, hiking in the hills with their two dogs or finding the steepest hills to cycle up in preparation for their annual summer road trip to the Alps.

Tweed Staff Circles Cormac

Dr Cormac Bryce | Chief Science Officer

Cormac is a Senior Lecturer in Risk and Insurance at Cass Business School and has held previous roles at the University of Nottingham, and London School of Economics and Behavioural Science as a Visiting Lecturer in the Department of Psychological and Behavioural Science. Cormac has published in an array of journals including the Journal of Banking and Finance, Journal of Risk Research, Journal of Business Ethics, and Research Policy.

His multi-method research portfolio has won multiple external awards, been picked up my main stream media regularly, and he has successfully won a number of internationally competitive, government funded research grants. These have been complemented by research consultancy projects for national and international organisations within financial services, leading to the implementation of interventions for behavioural change.

When Cormac isn’t chasing his two kids and dachshund called Ispini around the garden he is happiest when he is on his bike.

Tweed Staff Circles Will

Will Cowie | Chief Technology Officer

Will has over 20 years experience in tech, beginning his journey whilst still at school and continued throughout university by setting up an online computer store directory which he boosted into prominence with Google AdWords when they were in their infancy. More recently he has been the lead developer for a global fashion label and most recently head of development for a med-tech start up. Interestingly, we wouldn’t recommend taking either fashion or medical advice from Will, given his penchant for Hawaiian shirts, sporting accidents and hypochondria!

Will firmly believes in creating a safe space where junior developers are given room to grow and learn within the business so as to ensure they reach their true potential, an ethos we have ingrained throughout Behavioural Finance Ltd.

His main hobby is testing the medical facilities of various European ski resorts…

Tweed Staff Circles Mike

Mike Morris | Chief Innovation Officer

Mike has a long history in the financial services starting in an advisery setting and moving into leadership roles in regulatory and corporate strategy. He is a CII prize winner and was also the youngest person to ever achieve Chartered status – a record he held for nearly a decade.

At 37, Mike now holds an executive role within a prominent national financial advisery business and enjoys the challenge of solving immediate problems whilst thinking about the big picture and anything that involves a spreadsheet.

Mike sees WealthPersonality® as a way to enable more people to understand and prioritize their financial goals and is passionate about technology that can help people engage with these issues earlier.

When he’s not building spreadsheets, Mike enjoys running, playing guitar and making up stories with his daughter.

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Our initial product offering is an app based financial psychometric test which identifies a client’s wealth personality.