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Donna Harvey

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Senior Client Services Officer

I have worked at the company since 2009, largely within the Client Services team, supporting our clients and the front office in the daily administration of client portfolios. I welcome new challenges and am delighted to be part of our International Platform Services team. This enables me to utilise my wealth of client services experience in helping to support clients and intermediaries with onboarding, monitoring and placing model trades, answering any queries and generally facilitating the smooth running of our model management service.

A bit about me:

I love keeping fit through boxing, but primarily I like to spend time in nature - hiking and camping both home and abroad. I particularly enjoy making the most of our beautiful coastline through a range of watersports and rock climbing.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do to me means finding efficient solutions to challenges; rolling up our sleeves and working together to deliver an excellent service for our clients.


+44 1481 733958

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.