Margot is the Implementation Manager at boutique multi-asset portfolio construction specialists Context Capital.

Margot is responsible for many of the day-to-day functions that keep Context running smoothly, including daily monitoring of model portfolios, fund and platform flow reporting, and comprehensive daily and monthly reconciliations. She provides investment instructions and maintains key operational relationships with external stakeholders including custodians, investment platforms, and fund managers.

She is also responsible for the implementation and administration of our endowment and charitable trust portfolios, where she manages cash flows, monitors distributions and reporting directly for the clients.

Margot brings extensive experience across multiple financial services sectors, including stockbroking, corporate placements, financial planning, and funds management. Her strong compliance knowledge ensures adherence to regulatory standards and industry best practices. With her exceptional organisational skills and operational expertise, Margot excels at developing robust working relationships with stakeholders.