Joanne Sumner

Joanne works in the operations department of Tilney Bestinvest.

After graduating from the University of York, Joanne joined the operations department at Deutsche Bank Asset & Wealth Management, where she has worked on various teams over the past 7 years. In August 2014, Deutsche Bank Asset & Wealth Management sold their Tilney UK wealth management business to the private equity group Permira. Permira have merged Tilney and Bestinvest, who they acquired earlier in the year, creating Tilney Bestinvest - a leading UK investment and financial planning group.

Joanne is currently the Reporting Senior at Tilney Bestinvest, with overall responsibility of the Client Reporting and Performance Reporting functions. Joanne also has Trade Support responsibilities for the centrally managed portfolio service.

Having recently obtained the Chartered Institute of Securities and Investment’s Advanced Certificate in Global Securities Operations, Joanne is a Chartered Member of the CISI.

In her spare time Joanne enjoys socialising, music and going to the theatre.