Tracey Lago
About Tracey Lago
Tracey Lago serves as the Head of Investment Trusts - Secretariat at Polar Capital, where she has worked since 2017. With extensive experience in company secretarial roles across various financial institutions, she focuses on regulatory compliance and corporate action projects for investment trust clients.
Current Role at Polar Capital
Tracey Lago serves as the Head of Investment Trusts - Secretariat at Polar Capital, a position she has held since 2017. In this role, she is responsible for regulatory compliance and oversees corporate action projects for investment trust clients. Lago works closely with the Company Secretary and the senior management team to enhance the investment trust service offering. She also manages Board relations as part of her responsibilities within the company secretarial service.
Previous Experience in Investment Trusts
Before joining Polar Capital, Tracey Lago held several significant roles in the investment trusts sector. She worked at Allianz Global Investors as Head of Secretariat - Investment Trusts from 2015 to 2017. Prior to that, she served as Company Secretary - Investment Trusts at Henderson Global Investors from 2010 to 2013. Her experience in these roles contributed to her expertise in managing corporate governance and compliance within investment trusts.
Career Background in Company Secretarial Roles
Tracey Lago has a diverse background in company secretarial roles across various organizations. She began her career at Vauxhall Motors Ltd, where she worked as a Legal Assistant & Assistant Company Secretary for nine years. She then held positions at Morgan Stanley, Close Brothers Asset Management, and Henderson Global Investors, where she progressed from Assistant Company Secretary to more senior roles. Her career includes a brief tenure at TSB Bank as Interim Assistant Company Secretary in 2014.
Educational and Professional Development
While specific educational details are not provided, Tracey Lago's extensive career in company secretarial positions suggests a strong foundation in corporate governance and compliance. Her roles across various financial institutions demonstrate a commitment to professional development and expertise in managing complex regulatory environments.