Claire is a member of the fund operations team at Zeta Asset Management. Claire has over 7 years’ experience working in both securities operations and in the dealing room for an international bank. Claire holds a BSc in Mathematics with Education from the University of Plymouth and she has also completed the CSCI Level 3…
Steph has worked in the finance industry in Guernsey for 18 years, having experience in Private Banking, Trust Management, Super Yacht Management and Compliance. Steph holds an International Diploma for the Society of Trust and Estate Practitioners and an ICA International Diploma in Governance, Risk and Compliance, as well as Advanced Certificates in Trust Disputes…
Chantelle is a member of the fund operations team at Zeta Asset Management. Chantelle has had 16 years experience working in Asset Management along with 20 years experience of working in Global Custody.
Felicitas is a member of the fund operations team at Zeta Asset Management. Felicitas holds a Bachelor of Commerce in Financial Management and has valuable experience in client relationship management, fund administration, stockbroking, banking and insurance. Before joining Zeta Asset Management from South Africa, Felicitas worked for IP Management Company, JTC Fund Services (South Africa)…
Laura specialises in Investor Services. She has spent over 20 years within the Guernsey fund industry gaining knowledge of day to day operations of all fund administration functions, specialising in valuation preparation and transfer agency processes.
Callan has over 10 years of company secretarial and governance experience having spent 7 years working for a local fund administration firm and, more recently, for a provider of hosted specialist services within their corporate services team. Callan has experience providing board support to a diverse range of clients within the fund and investment sectors….
Barry joined Zeta in 2024 after spending 9 years in the offshore financial jurisdiction of the Cayman Islands working in fund administration and gained sound knowledge working in the fund operations team working on the Transfer Agency and Custody banking side of the funds business. Previously Barry spent over 10 years within the Guernsey fund…
Nina has over six years’ experience in the financial services industry, having started her career at Standard Bank South Africa as a Credit Risk Analyst, where she was involved in analysing and reporting on the performance of the Personal and Business Banking Credit portfolio. She went on to become a Business Analyst involved in the…
Igor is a qualified accountant (ACCA) with over 10 years’ of post qualified experience including 6 years in the Guernsey financial industry. Before joining Zeta Fund Services, He worked at PwC Guernsey, working on a portfolio of a large institutional clients, private equity and hedge funds. Following PwC, Igor worked for one of the largest…
Becky has worked in the financial services industry for over 17 years, primarily in the fund administration sector. Becky has sound knowledge of valuation preparation, oversight and fund accounting processes. Becky is an affiliate of the ACCA.