Alison Joss

Areas of expertise

Investment Operations and Fund Administration
Banking and Investment Management for Private Clients

Experience

Alison has over 30 years’ financial services experience working in the Investment Operations/ Fund Administration and Private Banking and Investment Management sectors.
Alison joined the group in November 2010 and managed a number of the Investment Operations teams (Middle Office, Client Reporting & CGT, Valuations, Vetting and Database) before moving back to a relationship management role within our in-house host ACD and fund administration service.
Prior to joining Evelyn Partners, Alison worked with the Royal Bank of Scotland where she held the position of a Private Banking and Investment Manager looking after the needs of a portfolio of high-net-worth clients.

Professional qualifications/memberships

Chartered Member of the Chartered Institute for Securities & Investment
Chartered Insurance Institute – Certificate in Financial Planning (1-5)
Chartered Institute of Scottish bankers – certificate of Investment Planning (1&2)