John McWilliam

John McWilliam

Senior Operations Manager, Fund administration

Areas of expertise

Fund Administration and Back Office Settlement.

Experience

John has over 35 years’ experience in financial services, within settlement operations and fund administration.

Prior to joining Smith & Williamson, John spent over 20 years with Barclays Wealth (previously Parsons, Allied Provincial Securities, Hambro Clearing, Greig Middleton and Gerrard) working in, and managing, various teams, including Settlements, Reconciliations and Operational Change.

John joined Smith & Williamson in June 2008 and managed teams in the Investment Back office before joining the Fund Administration Team in 2010. John has overseen the relocation of Settlement and Contracts and latterly Transfer Agency teams from London to Glasgow. John also managed the migration of the Transfer Agency core system to Rufus SaaS. John now works in Operational Assurance with responsibility for Regulatory Change and Fund Manager due diligence.

Professional qualifications/memberships

  • Fellow of the Chartered Institute for Securities & Investment (FCSI). Securities Institute Diploma.

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