Administration

A team of 45 supports the directors, consisting of investment management, sales and administration staff. We operate a fully functional in-house facility covering all aspects of back office operations. This ensures that we maintain the highest level of support for the Advisers and Investment Management and are responsive to client needs.

Investment Administration

Mike Trillwood - Operations Director

Mike joined the company in 1994 to support the administration function and was promoted to Operations Director in 1999. Mike previously held a number of positions in the Financial Services Industry having worked in the IFA sector directly as well as for American Express and Guardian Royal Exchange. Mike leads a team covering all aspects of investment administration as well as being responsible for the IT function.

Jim Try - Manager Dealing and Settlements

Jim joined the company in 1993 having spent his career in various stockbroking firms in London, most recently with Smith New Court (now part of Merrill Lynch). Jim deals with most aspects of investment administration but specialises in dealing and settlement.