Areas of expertise
Investment Operations and Fund Administration
Maggie has over 30 years’ experience in financial services, within Investment Management, Investment Operations and Fund Administration.
Prior to joining Smith & Williamson, Maggie has worked with Brewin Dolphin (previously James Finlay Investment Management), Barclays Wealth (previously Gerrard) and BNP Paribas Securities Services managing teams across Investment Operations and Fund Administration.
Maggie joined the group in July 2015 and has managed a number of the Investment Operations teams since joining (Contracts, Settlements, Reconciliations, Dividends, Corporate Actions, Valuations and Middle Office), as well as Evelyn Partners Fund Solutions Limited Transfer Agency throughout.
- Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)
- Scottish Regional President and chair of the CISI Scottish committee.
- CISI Diploma in Investment Compliance
- Level 4 BTEC Operations Management