Director of Operations and Technology
T: 0203 740 8366
Archana joined the team in 2014 and contributes to our investment research and portfolio analytics. She is passionate about optimising the information and data that our clients and their advisors want. With an interest in storytelling and human behaviour, Archana is also involved in our investment communication to clients.
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.
She 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. Archana speaks French fluently and when she isn’t working, you’ll find her bringing people together over a good meal.
Investment experience: 16 years