Aberforth Partners is an investment firm specialising in managing portfolios of UK smaller companies adhering to the value investing style. It serves the institutional and professional market and client funds comprise investment trusts, open ended funds and segregated mandates. My role involves management of fund operations working closely with investment managers; client finance, accounting and reporting; governance, regulatory and corporate development activities for funds; and advice to boards. Clients include a FTSE 250 listed investment company.

SVM Asset Management was an investment boutique based in Edinburgh that specialised in UK, European and Global equity mandates for retail and institutional clients. As Chief Financial Officer I was responsible for leading on all financial and fund accounting activities, as well as for development of the business through commercial and strategic projects.

F&C Asset Management was a diversified global asset management business with circa. £100bn under management from a wide variety of clients.I was responsible for day to day executive management (as financial and development officer and company secretary) of listed companies and investment funds reporting to the non executive Boards. Covered financial management, corporate governance, shareholder and investor engagement, business development and relationship management. Implementation of corporate strategies and business development responsibilities, including share and debt issues, new launches and capital reorganisations; funding in the capital markets in excess of £1bn. Led a team of 15 professionals providing full range of services to client companies and funds.

The AIC is the trade body for UK and Channel Islands closed-ended Investment Companies.I was an external member of the AIC Technical Committee for circa. seven years, whilst employed at F&C Asset Management.

Ivory & Sime plc was a £5bn Edinburgh head-quartered international investment management company which invested funds globally on behalf of retail and institutional clients, including investment trusts.I was financial officer and company secretary to various investment companies, including a £400m UK growth and income investment trust, a £350m global investment trust group with property interests, a £120m Lloyd's Insurance group and a £30m venture capital trust company.