CS

Cgma Acma Mark Smith

Head Of Client Reporting at Liontrust

Mark Smith is a CGMA ACMA with over 30 years of experience in the financial industry. Mark most recently served as the Head of Client Reporting at Liontrust Asset Management PLC since February 2020. Prior to that, they worked at BNY Mellon for 20 years, where they held the position of Head of Investment Information Services. Before joining BNY Mellon, Mark was at Lazard Asset Management for 6 years, starting as the deputy in Institutional Client Servicing and eventually becoming the Head of Client Reporting and Performance. Mark began their career at Morgan Stanley Investment Management in 1989, where they held the role of Financial Controller. Mark's accomplishments include enhancing the client experience, increasing client retention, and developing a new UNIX portfolio accounting system.

Mark Smith, CGMA ACMA, attended St Bernards RC School from 1977 to 1983. It is unclear whether they pursued any specific degree or field of study during this time. Mark also acquired education from The Chartered Institute of Management Accountants, although the start and end years are not provided. The specific degree and field of study obtained from this institute are also unknown.

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Previous companies

Lazard Asset Management logo
Morgan Stanley logo
BNY Mellon logo

Timeline

  • Head Of Client Reporting

    February, 2020 - present

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