Areas of expertise
Fund administration – Nav Production.
Shona has over 20 years’ experience in financial services, predominantly within the Nav production area of fund administration.
Prior to joining Smith & Williamson, Shona held fund administration management roles at BNP Paribas and senior administration roles at JPMorgan and National Australia Group where she managed service delivery to a number of institutional and retail clients across multiple asset classes and fund types (mainly Oeics and unit trusts).
Throughout her career, Shona has built up an extensive knowledge of integrating new business into existing fund administration areas and in turn improving and enhancing processes to reduce turnaround time and improve accuracy within the heavily regulated Nav production environment.
Shona joined Smith & Williamson in December 2010.
- Associate Member of the Chartered Institute for Securities & Investment (CISI).