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Anna Wetherell
Head of Operations - Wealth Planning
Anna is Head of Operations for the Wealth Planning team, responsible for the client service team, systems, processes and procedures as well as oversight of the advice process from draft through to implementation, working closely with Directors, Advisers, Business Management, Group HR, Compliance, Finance and IT functions. She has almost 20 years of financial services experience, which has included roles within Investment Management and Wealth Planning.
Anna joined the Stonehage Fleming Group in 2018, prior to this, she worked at Ingenious Asset Management and most recently as Client Services and Business Manager at Tilney Asset Management.
She graduated from Goldsmiths College, University of London and holds the Chartered Institute of Securities and Investments (CISI) Investment Management Certificate and Investment Operations Certificate - Asset Servicing.