Laura was previously Head of Operations for Sand Aire Ltd, a multi-family office and was responsible for the operation of their ACD. At this time, she was Yealand’s first client, was the initial point of contact as well as involved in the set-up of the business and was heavily involved in 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.
Dominic has over 30 years’ experience in the asset management sector specialising in Charity Funds and was previously Head of Operations at CCLA Investment Management.
This function provides independent assurance to the board on the adequacy and effectiveness of Yealand’s risk management, internal controls and governance processes. As well as executing and supporting corporate projects across the business.
Peter has over 20 years experience working in Investment Fund Operational areas in the financial services sector previously with Pearl Assurance and Royal & SunAlliance, including Unit Trusts, OEICs and Life and Pension products.