Valu-Trac Investment Management Limited

Intrinsic Value: Single Discipline, Global Investment
 
 

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  Valu-Trac Administration
Services (VTAS)
 
 
 
 
     

 

The VTAS Team

The key members of the team who deliver the services are:

Anne Laing - Head of Administration Services
Scottish Chartered Accountant - Professional office background - working in financial services since 1995. FSA threshold competent investment administrator and NFA associated person. Registered Auditor authorised by the Institute of Chartered Accountants of Scotland.

Elise Reid - Fund Accountant
Retail financial services background with degree in mathematics and financial services.  Studying towards Securities and Investment Institute – investment administration.  Experienced in administration of UCITS III funds and hedge funds.

Barbara Richards - Fund Accountant
Barbara has extensive investment fund administration experience coupled with SFA qualifications gained whilst working in financial services since 1986 in various sizes and types of organisations.

Carol Kirk - Trainee Fund Accountant
Carol joined Valu-Trac in 2010.  She passed the final exams of the Association of Chartered Certified Accountants (ACCA) in August 2010 and is currently completing the Practical Experience Requirement. 

Prior to joining Valu-Trac she worked as a Corporate Finance Executive with Chartered Accountants Johnston Carmichael and previous to that she was an investment assistant with Bell Lawrie.   She is a graduate of Aberdeen University in Accountancy and German (MA Hons).

Clive Murray - Business Development & Client Services
Business, financial and accountancy background with Scots law degree

Marian Conti - Fund Administrator
Professional office background in accountancy and investor services.  Experienced in administration of both equity and hedge funds.

Andrew Gordon - Fund Accounting Assistant
Financial Services background including hedge fund administration. Has BSc(Hons) degree in Economics and attained the Securities & Investment Institute’s Investment Management Certificate in 2001.

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Last Update: September 7th, 2010