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Derek Wilkie
Head of PVAL, Fund Governance & Transfer Agency

Derek Wilkie

Fund solutions

Areas of expertise

  • Authorised corporate director services.
  • Settlement Back Office and Fund administration.


Derek has over 22 years’ experience in financial services, within settlement operations and fund administration.

Prior to joining Smith & Williamson, Derek spent 10 years with Barclays Wealth (previously Greig Middleton and Gerrard) working in, and managing, various Settlement teams, including Nominee Transfers, Settlements & Reconciliation.

Derek joined Smith & Williamson in June 2008 and managed teams in the Investment Back office before joining the Fund Administration Team in 2010. Derek has overseen a period of significant growth for the team and managed the successful transition of a number of funds from a number of ACD’s.

Professional qualifications/memberships

Chartered Member of the Chartered

Contact Person