Archana joined the team in 2014 and focuses on ensuring that our investment operations and technology infrastructure are working in support of our clients. She is passionate about optimising and delivering the highest quality service that our team, our clients and their advisors want.
Archana joined the team from Standard Life Wealth (formerly Newton Investment Management’s private client business) where she was a senior business development manager focused on international private clients. Her previous financial services experience spans investment communications, product management and client servicing across a range of firms including Pioneer Alternative Investments, AXA Investment Managers and Citigroup. Archana began her professional career as a special needs coordinator in the New York City school system.
Archana is an Associate of the Chartered Institute for Securities & Investment and holds an MBA in Finance from Yale University, an MA in Education from Columbia University and a BA (Hons) in French from Brown University. Growing up in a multicultural environment, Archana witnessed first-hand how strong leadership could build relationships, bridge cultural divides and foster collaboration. She is passionate about unlocking others’ potential to achieve the remarkable.