Allison Donaldson

Experience

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  Royal Bank of Scotland

  Aug 1987 - Nov 1992

  Various Roles, Various Edinburgh Branches

  Various Roles performed as exams were completed to attain ACIBS qualification.

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  Bank of Scotland

  Nov 1992 - Jul 1994

  Foreign and Securities Supervisor, promoted to Manager upon completion of MCIBS
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  Chase

  Jul 1994 - May 1996

  Client Service Administrator - Global Investor Services

  Dedicated single point of contact for all client queries in respect of all Global Custody products. This role resulted in daily contact with all custody departments including other Chase offices around the world and an in depth knowledge of most aspects of Global Custody was key. Personal client base included some of the larger Plan Sponsor clients.

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  State Street Bank & Trust Co.

  May 1996 - Aug 2004

  Vice President, Co-head of Client Management - The WM Company, a State Street Bank and Trust Subsid

  Various roles were held over the eight year period culminating in the Co-Head of Client Management position. Responsibilities of this final position included the management of a team of 12 Client Managers who were responsible for over 300 WM clients and for WM’s performance measurement business in Germany. As a senior client-facing member of staff, this role required involvement in new business meetings representing either the WM Company or State Street Bank; an increasingly important facet of the client management role. The Head of Client Management was often called upon to negotiate fees and contracts with clients across the client base. Show less

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  Martin Currie

  Aug 2004 - Oct 2005

  Assistant Director, Head of Product Analytics Group

  The Product Analytics Group (PAG) was a new team formed to refocus the support activities on the investment floor along specific Martin Currie defined product lines. Functionally the team provides investment systems support, performance measurement services and risk reporting. The role comprised two main elements: the day to day line management of a team of ten PAG analysts and the participation in key corporate projects, either in a leadership position or as a key stakeholder.

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  Clearstream

  Oct 2005 - Sept 2007

  Expert - Relationship Manager, RUK

  Clearstream is the leading European supplier of post trading services, and as an International Central Securities Depository, Clearstream provides clearing, settlement and safekeeping services.The relationship manager ensured the needs of Clearstream’s clients were met both on a day-to-day basis and also strategically on a product or market basis. The relationship manager therefore worked in partnership with clients to understand their business and where Clearstream could add value. This role was dedicated to the Nordic region - comprising around 22 customers generating revenue in the region of EUR4million per annum. As a result of the regional focus of this role, there was a requirement to deliver excellent service as a relationship manager, and to also be the main sales coordinator for the region. Show less

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  Aberdeen Standard Investments

  Sept 2007 - Sept 2021

  Responsible for management of the global Institutional client service function for Aberdeen (AAM) covering all products, strategies, asset classes and client types. Reporting to the Chief Operating Officer for Distribution (pending recruitment of a new Global Head of Distribution). The Client Service team today comprises colleagues located in London, Edinburgh, New York, Philadelphia, Singapore, Tokyo, and Sydney.Leading a key function within the Distribution division which, post the acquisition of Scottish Widows Investment Partnership, also includes direct responsibility for the success of the strategic partnership relationship with AAM’s largest client.As a senior member of the Distribution Management Team, this role requires deep technical knowledge and strong organisational skills to manage the team and function whilst taking the lead in key strategic or regulatory projects, and setting procedures and standards to be followed globally. Recognised throughout the company as an SME and ‘trouble shooter’ for all client related activities, responsible for managing key client communications and messaging across a variety of topics as well as implementing best practice in client service and relationship management. A key member of various committees charged with running AAM’s Distribution division. Show less Lead and managed the Client Service team for EMEA: the largest Client Service team in AAM by headcount, by client volume and assets under management (AUM), and in terms of supported products/investment strategies. The team was split across three geographic locations; London, Aberdeen and Luxembourg and into three functional areas of responsibility: client service, segregated client reporting, and finally client on boarding & event management. The AAM Institutional Client Service team cared for clients investing in separate accounts or into an AAM pooled fund, from traditional plan sponsor Pensions Funds to large Insurance companies, Platforms and Wholesale distribution partners. The team totalled 35 service staff. Reporting to the Global Head of Distribution, the Head of Client Service was a key part of the Distribution Management Team which was charged immediately post the Deutsche Asset Management (DeAM) acquisition, with completing the integration work, and preparing the Distribution team for the ambitious growth plans AAM intended to implement. Based on success in the role and recognised as a leader of people, with deep technical knowledge of processes in support of Client Service functions, in September 2008 the role was expanded to take overall ownership of the Client Service function in AAM globally. Show less

  • Chief Operating Officer, ASI Distribution

    Sept 2020 - Sept 2021

  • Global Head of Client Engagement

    Apr 2019 - Sept 2020

  • Global Head of Client Service/Management

    Sept 2007 - Apr 2019

  • Head of Institutional Client Service EMEA

    Sept 2007 - Sept 2008