The Investment Operations Department includes our Administration, Compliance and Marketing teams, all of which support the investment management process by monitoring trade processing and settlement issues across all transaction types, providing all product and client reporting relating to our products and running the core back office functions.
Clare Wickert
Managing Director
Clare joined TAM as Head of Operations in December 2007 and is now our Managing Director. Clare has responsibility for all day-to-day operational and settlement related activities.
Clare has over 25 years operational experience in stockbroking, settlements, PEP/ISA administration and back-office administration functions, having previously been a manager of a settlement agent and roles with James Capel and Robert Fleming.
Izabela Nowicka
Compliance Officer and MLRO
Izabela joined TAM in 2023 as our Compliance Officer and is also TAM's Money Laundering Reporting Officer (MLRO).
She has over 15 years of experience in the financial sector, specialising in compliance program development, risk management, and policy formulation. Her experise includes anti-money laundering, fraud prevention, and regulatory compliance.
Izabela holds a master’s degree in law and boasts a diploma in International Compliance (ICA), and she is dedicated to fostering a culture of ethics and compliance within organisations.
Stephanie Barkway
Head of Marketing & Charitable Giving
Stephanie joined the team as a Marketing Manager in 2014 to develop our range of ethical and charitable products and is now our Head of Marketing and Charitable Giving.
She brings with her significant experience of charity and philanthropic work, and has held a number of communication based roles within the charity sector. Her passion and enthusiasm for ethical investment is a key attribution she brings to TAM.
Stephanie graduated from Brighton University with First Class Honours in Business Management specialising in Public Relations and Marketing. She received the Natural PR Prize for outstanding performance in the Public Relations elective.
Sophie Weller
Client Services & Operations
Sophie joined TAM in November 2012 as an executive assistant to our CEO Lester Petch, after graduating with a Bachelor of Arts degree from Kingston University.
She has since been promoted to our Operations Department, becoming an integral part of the team and working with them on all operational and settlement related matters. Sophie is also directly responsible for client services, supporting all our new and existing clients with account related queries.
Sally Smith
Senior Administrator
Sally joined TAM in January 2009 to support our Operations Team, who now have a long history of working together for settlement agents and, therefore, form a co-ordinated and cohesive department.
Sally is now directly responsible for all administrative matters including client stock and cash transfers. She has over 20 years experience in this area, having previously worked for The London Stock Exchange, Hoare Govett and NatWest Stockbrokers.
Kirsty Hardcastle
Administrator
Kirsty joined our Operations Department in 2020 as an Administrator, working with the team on all operational, settlement and account opening tasks on a day-to day basis.
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