Simon Welsby

Simon Welsby is a seasoned professional in the financial services industry, currently serving as the Head of Reporting & Asset Servicing at Rathbones Group Plc since June 2016. In this role, Simon leads operational teams covering various functions such as Client Reporting, ISA Administration, Regulatory Reporting, Operational Taxes, and more. Prior to Rathbones, Simon held the position of Senior Operations Manager at Pershing, a BNY Mellon company, from April 2005 to May 2016, where responsibilities included Head of Transitions Management and AVP - Valuations. Simon's career began at RSA, where the role focused on Pricing & Valuations from November 1997 to April 2005. Simon's educational background includes studies at Winstanley College and Byrchall High School, along with obtaining several professional qualifications in regulation, compliance, and investment management from CISI.