Experience

Anderson Strathern Asset Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Investment Manager

  • Sep 2011 - Present

  o Managing discretionary and advisory private client portfolios worth around £75m. o Maintaining and producing investment reviews to tight deadlines. o Contributing to regular investment committee meetings. o Conducting client meetings. o Project managing the team into Anderson Strathern Asset Management where my duties included enhancing investment systems, setting up and reconciling the initial movement of cash into a Nominal Ledger, and designing the investment valuation report. o Providing information and advice on inheritance tax planning, ISAs, CGT, and Probate valuations together with schemes of division. o General problem solving.



Anderson Strathern

• United Kingdom
• Legal Services
• 200 - 300 Employee

• Investment Manager

  • Jan 2007 - Aug 2011

• Investment Adminstrator

  • Feb 1995 - Dec 2006

  o Daily dividend processing; dealing in stocks and shares; transaction and settlement processing.o Implementation and processing of corporate actions, their CGT implications and provision of details to clients.o Safe custody for the nominee company. o Preparation of Probate valuations for executries.o Administration of client database on Pulse Software.o Liaising with registrars with regard to new client take-on of share holdings.