Investment Administrator Charities
My role is to assist the team in developing and maintaining client relationships, maintain client records and assist with regular and ad-hoc reporting to clients.
Claire joined Laing & Cruickshank in 1992 and in 1994 joined the Charities team before moving to UBS Wealth Management following the take-over of Laing & Cruickshank. Claire joined Cheviot in 2006 and assists with the management of portfolios for Charities, Trusts and individuals.
Before joining the Charities team Claire trained as an accountant.
Outside of work Claire devotes most of her spare time to her two young children and enjoys yoga and dance classes.