JUNIPER PARTNERS - Key Persons
Aaron joined Juniper Partners in October 2019 after finishing Secondary school earlier that year. He is preparing to study for the IOC Exams and is looking forward to developing his knowledge and understanding of financial services.
Andrew joined the team in 2017, from audit firm Johnston Carmichael, where he had spent 18 months auditing and assisting in the accounts preparation for a wide range of Scottish companies. Prior to this he had spent 5 years working for EY, within the wealth and asset management assurance team, where he specialised in the statutory audit of investment trusts.
Job Titles:
- Executive and Board Assistant
Job Titles:
- Executive Director
- Executive Director / Executive Director Responsible for Legal and Risk Oversight
Carron joined the team in February 2019 from Dickson Minto where she had spent over ten years as part of the investment funds and financial services team, with a particular focus on advising investment trusts in relation to ongoing corporate governance and regulatory compliance matters. She is the Company Secretary responsible for Personal Assets Trust and Securities Trust of Scotland.
David joined the Company in February 2021, have previously been employed at Aberforth Partners.
Job Titles:
- Associate Director
- Compliance Officer
Hannah joined Juniper Partners in 2015 from EY where she had spent five years working in the EY Edinburgh office within the wealth and asset management assurance team. During this time, she worked in EY's dedicated investment trust team, working on statutory audits of investment trusts and reporting accountant engagements for fund raising transactions of investment companies. She is the Company Secretary responsible for Capital Gearing Trust and The Scottish Oriental Smaller Companies Trust.
Laura joined the Company in October 2019. She has over 15 years' experience working in a number of roles within the Fund Administration services sector.
Lynn has many years' experience in the administration sector, having spent seventeen years at F&C, and then subsequently State Street and Aegon. She joined Juniper Partners in June 2017.
Philip became a member of the team in 2019, having worked in Financial Services for seventeen years. Previous employers include F&C and latterly Maitland Group.
Robert is a more recent addition to the Company, joining us in late 2020. He brings a wealth of experience having latterly worked at custodian banks including JPMorgan and HSBC, both in the UK and Europe. He is IOC qualified and has a degree in Accountancy.
Job Titles:
- Associate Director & MLRO
Rona joined the team in May 2018 from Aberdeen Standard Investments, where she spent eight years working in the product governance team. Rona has over twenty years' experience working for asset management businesses in company secretarial, accounting and governance roles. She is the Company Secretary responsible for Momentum Multi-Asset Value Trust and Troy Income & Growth Trust.
Ronda joined Juniper Partners in May 2016, originally to provide additional assistance throughout the team. She has recently passed her IOC exams, with merit, and has now secured a move into the Company Secretarial side of the business.
Responsible for Juniper Partners operations, its administration team and DCM services.
Responsible for the company secretarial team and the overall business.
Steven joined the Company in January 2015 from F&C where he had spent sixteen years in their Edinburgh office, of which the last nine were spent working in the Investment Trust Company Secretarial team. Steven is the team leader of the Administration Team.