Paul has nearly 30 years’ experience in banking and financial services across all areas of funds and fiduciary administration. Prior to joining PFS Paul was CEO of a leading international fiduciary and funds business. Paul previously held a number of senior appointments in offshore banking and fund administration including 7 years in Bermuda as director of a listed Banking group. Paul has sat on the boards of many international corporate and fund entities trading within all major assets classes including Private Equity, Hedge Funds and Alternative investments. Paul holds a BA (Hons) in Business Communication and is a former Chairman of the IoM Funds Association, is a personally Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and current President of the Isle of Man branch of CISI and is a Member of the Institute of Directors and the Alliance of IoM Compliance Professionals.
Glenn has been designing and building financial systems for investment banks and fund management houses for nearly 30 years. Prior to joining PFS, Glenn was a Technical Architect for data warehousing at a major retail fund manager in the City of London. Glenn was also development team leader for leading Investment bank in Bahrain and a Business Analyst with a major global investment bank for 7 years in the area of interest rate derivatives.
Bradford is a member of the Chartered Accountants of Australia and New Zealand. Originally from a financial accounting audit background with a top four advisory firm, Bradford has since been working as a consultant to financial institutions to undertake project management, systems design and systems conversions for over 20 years. In particular, Bradford has specialised in fund accounting and fund administration systems and has personally overseen more than 50 PFS-PAXUS implementations.
Lisa has a number of years’ experience in the financial services industry having previously held the positions of Chief Financial Officer and Global Finance Head for Fund Services with the securities division of a major leading international bank during a 13 year career. As a Fellow of the Institute of Chartered Accountants of England and Wales, Lisa started her career with a big four advisory firm and is responsible for all PFS group invoicing, budget, accounting and related financial matters. Lisa holds a BA (Hons) Degree in Economics from the University of Manchester and has been awarded a Business and Finance Professional designation from the Institute of Chartered Accountants in England and Wales.
Martin brings with him over 25 years’ financial services experience in banking operations and fund administration, having most recently served as Managing Director at an offshore financial services firm focussed on the provision of fund services to an international client base. Fostering an environment of continuous improvement and high quality control across the design, development, testing and delivery lifecycle, Martin is responsible for the testing and successful delivery of all PFS-Paxus upgrades and enhancements, across the system and client base.
Kelly has an extensive financial services operational background spanning life assurance bonds and product administration, retail mutual fund and alternative fund administration. Kelly brings with her 17 years of relevant fund industry experience having previously occupied Head of Investor Services roles both locally and globally with a leading international fund administration firm. Since 2011, Kelly has specialised in targeted financial services software Sales and Marketing, and Business Development activities.
Philippe has worked as PFS’ support manager for more than 10 years and has an intricate understanding of the individual site support requirements across multiple global PFS-PAXUS database installations. As part of a 25+ year career in IT, immediately prior to PFS he worked for Macquarie Bank in software development. Amongst other qualifications Philippe holds a Degree in Information Technology from CNAM (Nice) and a Diploma of Financial Markets.
Emmanuel brings over 20 years’ of experience in senior operational, finance and project management roles within funds management businesses and more broadly across the financial services industry. Emmanuel has previously worked with Colonial First State Global Asset Management, National Australia Bank Asset Management, UBS Investment Bank (London) and Lend Lease. Emmanuel has extensive fund administration experience which has been focused on private equity and alternative strategies. Emmanuel holds a Bachelor of Commerce Degree from the University of NSW and is a member of the Australian Certified Practising Accountants of Australia.