Areas of expertise
Investment Operations and Fund Administration
Julie has over 25 years’ experience in financial services, within Investment Management, Investment Operations, Risk, Change and Fund Administration.
Prior to joining Smith & Williamson, Julie worked for Credit Suisse in their London and Singapore offices, and Barclays Stockbrokers, managing teams across Investment Operations, Risk and Change
Julie joined Smith & Williamson in October 2010 and has managed a number of the Investment Operations teams since joining (Operational Change, Contracts, Settlements, Reconciliations, Dividends, Corporate Actions, Valuations and Middle Office). Julie also looks after the Income and Corporate actions teams for the Fund Administration business.
Associate member of the Chartered Institute for Securities and Investments