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.
Peter has 22 years of Fund Accounting experience in the financial services sector, including Unit Trusts, OEICs and Life and Pension Fund products. Previously he has worked at Royal & Sun Alliance in unit pricing and Fund Accounting roles, and a further 12 years with Pearl Assurance as a Trust Accountant and Life Fund Accountant.