Olufunmilade is an Investment Trust Accountant within the Company Secretarial team and joined Juniper Partners in January 2023.

She has over eight years’ experience in corporate finance roles in delivering and achieving process improvement, financial analysis & reporting and strategic business model within the financial and investment industry.

She is a fellow of the Association of Chartered Certified Accountants (ACCA). Funmi assists with the accounting support on Personal Assets Trust plc.

Lisa, as Joint Managing Director is responsible along with Steven Davidson for the overall running of the business. Lisa has over 23 years’ financial services experience, and joined Juniper Partners in January 2023.

Lisa qualified as a Scottish solicitor in 1995 and following a period in private practice, has spent the past 23 years working for various financial services organisations. Prior to joining Juniper Partners, Lisa Brown was Company Secretary and Head of Operations for Alliance Trust PLC. She has a wide range of experience across different financial services organisations and products having held senior legal positions with Lloyds TSB Bank plc, BNP Paribas Securities Services SCA, UBS AG and Aberdeen Asset Management PLC. Lisa has also previously served as a director of several offshore funds.

Zac is an Investment Trust Accountant within the Company Secretarial team and joined Juniper Partners in 2024. He has over six years’ experience in financial services and previously held a similar role at BNP Paribas.

Zac provides financial reporting and accounting support to the Company’s clients, primarily Alliance Trust and Majedie Investments. He is currently working towards completing the ACCA qualification to become a chartered accountant.

Steven is one of the Founding Directors of Juniper Partners. He has over 30 years’ asset management experience, with over a decade at Juniper Partners. He originally joined Personal Assets Trust in 2001 from F&C Asset Management, where he was latterly a global equity dealer.

Steven is responsible for the discount and premium control management service (‘DCM’), and DCM oversight functions for the Company’s clients. In addition to the DCM service, Steven is also responsible for Juniper Partners operations.

‍

Victor is an Investment Trust Accountant within the Company Secretarial team and joined Juniper Partners in April 2022. He has over 25 years’ experience working in financial services, including at Standard Life and latterly at First Sentier Investors.

Victor is responsible for providing financial reporting and accounting support to the Company’s clients, including Global Opportunities Trust and Securities Trust of Scotland.

Steven is one of the Founding Directors of Juniper Partners, and as Joint Managing Director is responsible for the overall running of the business. Steven has over 30 years’ asset management experience, with over a decade at Juniper Partners.

Steven is a Chartered Secretary. Prior to establishing the Company in 2009, he spent nearly 20 years at F&C Asset Management and its predecessor companies, having joined Ivory and Sime in 1990. He has been directly involved with investment trusts since 1998 and was the Company Secretary of Personal Assets Trust for 14 years.

Carron is an Executive Director at Juniper Partners with responsibility for legal and compliance oversight for the Company as well as the Company Secretarial team. Carron joined Juniper Partners in 2019 and has over 12 years’ asset management and financial services experience. Prior to joining Juniper Partners she spent over 10 years at Dickson Minto as part of the investment funds and financial services team, with a particular focus on advising investment trusts. Carron is the Company Secretary responsible for Personal Assets Trust.

Rhian joined the Administration team in November 2023 from Majedie Investments PLC where she performed the accounting and administration functions for over 10 years. She is the administrator responsible for Majedie Investments PLC and jointly responsible for Alliance Trust PLC. Rhian is a fellow of the Association of Chartered Certified Accountants (ACCA).

Lynn is a Senior Administrator within the Administration team at Juniper Partners, having joined the team in 2017.

Lynn has many years’ experience in the administration sector, having spent 17 years at F&C, and then subsequently State Street and Aegon. Lynn is responsible for overseeing the day to day work of the administration team including the preparation of the daily NAVs.

Edgar is a Company Secretary within the Company Secretarial team at Juniper Partners.

Qualifying as a Chartered Accountant in 2000, he joined Juniper Partners in 2021 from SSE plc, where he was the Group Consolidation Manager. Prior to that Edgar worked as an Investment Trust Accountant at HSBC and BNP Paribas.

Edgar is the Company Secretary responsible for Troy Income & Growth Trust and Securities Trust of Scotland and responsible for providing accounting support to Alliance Trust.

Rona is an Associate Director at Juniper Partners with responsibility for training and development oversight. Rona joined Juniper Partners in 2018 from Aberdeen Standard Investments, where she spent eight years working in the product governance team. Rona has over two decades of experience working for asset management businesses in company secretarial, accounting and governance roles.

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.

Kyle is an Administrator within the Administration team at Juniper Partners having joined the team Juniper Partners in January 2023.

Previous experience included work in customer operations with both Link Group and Phoenix Group before a move into an analyst role in investment operations.

Kyle works in the Administration team with responsibilities for the production of client net asset values, settlement of trades and account reconciliations. He is keen to learn and develop whilst gaining qualifications in the industry.

Andrew is a Company Secretary within the company secretarial team at Juniper Partners. He joined the team in 2017, after having spent seven years in the financial services sector. He began his career with Ernst and Young in 2010 where he qualified as a chartered accountant in 2013, he latterly also worked as an auditor for Johnston Carmichael.

Andrew is the Company Secretary responsible for The Scottish Oriental Smaller Companies Trust plc. In addition he assists other clients with various other reporting requirements, including general accounting and PRIIPs.

Catriona joined Juniper Partners in May 2024. She has 30 years experience in financial services working on buy side, sell side and for a large Custodian (State Street) where she spent over half of her career. Prior to joining Juniper, Catriona was the Global Head of Controls Assurance and Reporting at Aegon Asset Management. Catriona has extensive experience managing risk, controls, governance, assurance, audit, change, continuity, suppliers, and people.

Catriona is responsible for leading change within the Juniper Partners business.

Michelle joined the Company Secretarial team of Juniper Partners in July 2024. Qualifying as an Accountant in 2016, Michelle has over 10 years experience working in financial services, in particular accounting and audit. Michelle joined Juniper Partners from abrdn where she was a financial controller for one of their Real Estate Investment Trusts, prior to which she was also the financial accountant on the same Trust. While working at EY prior to joining abrdn, she was an auditor for Investment Trusts. Michelle is the Company Secretary and Accountant responsible for Mid Wynd International Investment Trust plc.

Jenna is the Company’s Compliance Officer and has over 12 years’ of experience in regulatory compliance.

Prior to joining Juniper Partners in 2022, she was the Compliance Manager and SMF16 and SMF17 at The Scottish Investment Trust where she was responsible for the ongoing AIFM compliance of SIT Savings Limited.

Jenna manages the compliance monitoring programme, maintains the risk register, assesses new regulatory requirements for Juniper Partners and our clients and oversees the implementation of relevant regulatory change.

Laura is an Administrator within the Administration team at Juniper Partners having joined the team in October 2019.

Laura has over 15 years’ experience working for companies such as State Street and Bank of New York within reconciliations. Laura's role within the Administration Team includes maintaining client's accounting records, income processing, settlements and reconciliations. Laura is preparing to study for IOC qualifications in order to expand her knowledge and grow her role within the Company.

Michelle is Finance and Compliance Assistant and joined Juniper Partners in January 2023. Prior to joining Juniper Partners she was previously Middle Office Manager at Revera Asset Management for nine years.

Michelle is responsible for assisting the Finance and Compliance team with day-to-day operations.

Lata is an Administrator within the Administration team at Juniper Partners, having joined the team in April 2022. Lata has over 13 years’ experience in UK general and life insurance operations.

Lata’s role at Juniper Partners includes the calculation of NAVs, processing share issues/buybacks at the close of market, payment of expenses, maintaining cash and stock reconciliations and dealing with administrative enquiries.

Philip is a Company Secretary within the Company Secretarial team at Juniper having joined the team in 2019. He has worked in financial services since 1999 and previously had similar roles at F&C Asset Management plc, R&H Fund Services Limited and Maitland Administration Services Limited. Before that he worked in audit and in other positions for financial services companies both in the UK and offshore.

Philip is responsible for performing the company secretary and accounting roles for Strategic Equity Capital plc and Personal Assets Trust plc.

Steven is Head of Administration at Juniper Partners having joined the team in 2015. Steven has over 25 years’ asset management experience. He joined the Company from F&C Asset Management plc where he had spent 16 years in their Edinburgh office, of which the last nine were spent working in the Investment Trust Company Secretarial team. Steven is responsible for the Administration team.

Aaron is DCM Assistant at Juniper Partners having joined in 2019. He originally joined the Administration team and in January 2022 moved to provide support to the DCM functions for the Company’s clients, working closely with Steven Budge. He is also responsible for preparing data analysis and performance statistics for clients.

Aaron is preparing to finish his Investment Operations Certificate (IOC) exams and is looking forward to further developing his knowledge and understanding of financial services.

Adam is Onboarding and Oversight Manager having joined Juniper Partners in early 2023. He has 20 years’ investment management experience, having spent much of his career at First Sentier Investors working within operations and then latterly in the investment team as Co-Head of Portfolio Implementation. Previous employers include State Street Bank and Reuters Research.

Adam is responsible for client onboarding and oversight management of client service levels at Juniper Partners.

Anita is Juniper Partner’s Board and Executive Assistant, working directly with the Board and the management team.

Anita joined Juniper Partners in August 2022 from a property marketing background after completing her Masters in International Marketing Management in 2021. With a background in international business and marketing, her primary experience lies in branding and digital strategy.

She assists the Juniper Partners team in a variety of different areas and looks forward to delving into the financial services industry.

Ronda is an Investment Trust Accountant within the Company Secretarial team and joined Juniper Partners in 2016. Ronda originally joined Juniper Partners as a member of the Administration team, having previously worked in hospitality management.

While working at Juniper, Ronda completed the CISI Investment Operations Certificate in 2017 and is now working towards the ACCA qualification to become a chartered accountant. She moved to the Company Secretarial team in 2020 and is now responsible for investment trust accounting for Capital Gearing Trust and Momentum Multi-Asset Value Trust.

Laura is the HR Manager at Juniper Partners with responsibility for recruitment, policy and personal development. Laura joined Juniper Partners in 2024 from The Law Society of Scotland where she spent two years working as HR Manager. Previously she has worked at Rockstar North, Russell Reynolds Associates and PWC.

Karen is Executive Assistant and Office Manager at Juniper Partners. She has over 15 years administrative experience, joining Juniper Partners from Alliance Trust PLC in 2023 where she had worked for the previous 11 years. She previously held roles with Tayside Police in the Finance, Payroll and the G8 Planning teams, and she was also a Project Assistant with the United Nations Interregional Crime and Justice Research Institute.

Karen is responsible for the management of the Dundee office and provides support to the Company Secretarial team. In addition, Karen is EA to the Chairman of Alliance Trust PLC.