My role is to lead on the Governance arrangements for the IRO and ensure that the structures and processes we have in place lead to achievable, client focussed actions and outcomes. Working with the Committee Coordinators, I act as a point of contact to support the running of effective meetings. I am the point of contact for the Investment Committee and I work closely with the group of IM’s who take questions and feedback to the Committee members. I regularly collaborate with the wider IW&I governance function and oversee the management of IRO policies to ensure they are kept up to date and reviewed as needed.
After graduating from university in 2003, I started my career in financial services in retail banking. For the next 17 years, I undertook several roles across personal and commercial banking including relationship and branch management. This gave me the opportunity to develop my knowledge of savings, insurances and mortgages. As retail banking changed over the years, I became involved in a number of projects including complaint handling, customer experience, vulnerable consumers and process improvement. Following redundancy, I wanted to take my career in a governance focussed direction and I worked in the not-for-profit sector as a Governance Officer. This allowed me to develop my knowledge of Boards and Committees, terms of reference, governance frameworks and how to ensure that good governance feeds across all strands of a business. It was my ambition to undertake a governance role in financial services and I am very excited to develop what I do in the IRO.
I am never happier than when I know I have a holiday booked so I would say visiting new places is certainly an interest and a hobby. If I am on a relaxing trip, I keep myself busy by reading thrillers (any David Baldacci book is my go to!) and I also enjoy watching crime documentaries. I live with my husband, Greg and our cat, Sweep.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.