Founder / Director
Alan has over 20 years experience in Finance and put himself through his professional accountancy qualifications with the Association of Accounting Technicians and the Association of Chartered Certified Accountants.
Alan continued studying, qualifying as an investment professional and gaining Chartered Fellowship status of the Securities and Investment Institute in 2010. Professionally qualified in investments with specialist skills in treasury, funds and financial markets, Alan has extensive trading experience in derivatives for private investment portfolios.
During his career, Alan has incorporated an offshore bank and established a centralised institutional corporate treasury operation for Assicurazioni Generali SpA. Alan was responsible for the project management and development of the RBS Standard & Poors ‘AAAm’ rated open-ended umbrella money market funds reaching £5bn under management.
Founder / Director
Warren is a professionally qualified Banker, including Investments with ‘distinction’ in Monetary Economics, Chartered Secretary and Certified in Financial Planning.
With over 25 years’ experience in Offshore Finance, Warren has ‘hands on’ in-depth knowledge and experience across the spectrum of wealth management, including family offices, UHNW and central treasury management. Warren’s primary expertise is as a Chief Risk Officer with extensive board exposure, covering strategic and general management, governance, mergers and acquisitions, project management, deal execution, controls and compliance.
Warren is a Member of the Jersey Funds Association and the Jersey Association of Directors and Officers.
Founder /Operations Director
Leigh is a technology specialist with experience and knowledge gained over 15 years within the financial, public, regulatory and legal sectors, together with a successful background in business development.
He initially specialised in software development and implementation globally. His experience covers book-keeping, payment, compliance, foreign exchange, transaction monitoring, treasury, document management, disaster recovery, training, and reporting solutions. His knowledge covers the key online banking systems, and a number of third party software solutions.
Leigh now heads up the development and deployment of our ‘online’ platform solutions, and is also very much involved with our integrated technology solutions. He is a major supporter of automation of business workflow where possible, and a strong advocate of deployment of robust and well tested approved technology.