Sally Smith brings over 30 years of experience in investment operations, including senior roles at the London Stock Exchange, Hoare Govett, and NatWest Stockbrokers, before joining TAM 16 years ago. As a highly trusted Operations Executive, she is the first point of contact for financial advisers, clients, our custodian partner Pershing, and counterparties, providing expert guidance and ensuring seamless communication across all parties. Sally combines deep operational expertise with an exceptional understanding of TAM’s history, systems, processes, and client portfolios, allowing her to manage complex operational workflows with precision and efficiency. Her attention to detail, strong problem-solving skills, and solutions-focused approach make her a highly valued member of the team, trusted to deliver accurate and effective operational support in every aspect of her role.

Outside of work, Sally loves spending time with her family, is a passionate supporter of football, and has a sharp knowledge of horse racing!