Laura was previously Head of Operations for Sand Aire Ltd, a multi-family office, and was responsible for the operation of their ACD. During this time, she was Yealand’s first client, was the initial point of contact and was heavily involved in the set-up of the business, setting the initial high bar when it came to the service level requirements of a private client. Prior to that, she was Head of Client Services at Berry Asset Management, a boutique investment management company where she worked for 12 years and looked after UHNW clients and families primarily in the UK.
Prior to that Alan worked in various custody related roles between 1980 and 1995.
He joined the industry in 2002 at Churchill Insurance and has since gained a wealth of experience and knowledge through a variety of Risk and Compliance roles at RBS Insurance, NatWest Trustee and Depositary Services and Old Mutual Global Investors. His role prior to joining Carvetian Capital Management was Head of Compliance Monitoring and Deputy MLRO at Old Mutual Global Investors.
Ian holds a degree in Economics and Economic History from Southampton University and qualified as an Accountant in 1980. He is also a member of the Securities Industry.
Graham is a UK Associate of the Society of Investment Professionals. He earned a II:I BA (Hons) Degree in Financial Services from Bournemouth University.
Stephen has spent more than thirty years in the investment industry. He joined the Provincial/Prolific Group in 1975, becoming Head of Sales in the East Midlands before joining Pointon York as Investment Director in 1979. Stephen joined City Financial Group in 1994 following the sale of Pointon York’s investment division to Aberdeen Trust. As Chief Executive of City Financial, Stephen led a management buyout in 1999, which was succeeded by a sale to Capita plc in 2002.
Graduating from the University of Reading with a degree in Mathematics, Stephen is a Fellow of the Chartered Insurance Institute and holds the Investment Management Certificate. He was admitted as a Member of the Stock Exchange in 1991 and was granted Freedom of the City of London in 1994.
Joe is an associate member of the Chartered Institute of Securities & Investments (CISI) and is a member of the Chartered Institute of Credit Management (CICM).