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Karen Lumsden
Head of Investment Services

26 years’ investment experience

Karen is Head of Investment Services and a Co-Managing Partner at Skerryvore. Karen is responsible for overseeing our operational framework and related service provider relationship management. Karen built her early experience in investment trust accounting at Franklin Templeton until 2002, and in OEIC fund accounting at First State Investments. In 2005 she took on a new role providing portfolio implementation support for the First State Stewart investment team, and was instrumental in the set up and development of a team in Edinburgh and Hong Kong. In 2015, Stewart Investors was established as a separate entity within First State Investments and Karen was appointed Head of Portfolio Implementation for Stewart Investors. Karen holds an MA (Hons) in accountancy and financial economics from Dundee University and the Investment Management Certificate.

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