The management of GIFA’s affairs has been delegated to the Executive Committee. The Executive Committee consists of at least seven members inclusive of the elected Chairman and Vice Chairman. Members are nominated for election at the annual AGM. The Executive Committee meets on the 2nd Monday of every month. The current members of the Executive Committee are show below.
Jo has over 20 years of experience in the investment management sector including Listed Funds, Private Equity, Third Party Service Providers and Asset Managers. Jo is a Non-Executive Director and sits on the Board of Listed and Private Funds and Asset Managers covering a range of asset classes. Prior to embarking on a career as a Non-Executive Director, Jo was an Audit Engagement Leader at PwC for over 8 years, and worked at PwC for over 20 years in the Channel Islands, UK and Canada. Jo was responsible for the audits of a portfolio of Asset Management Clients including Premium listings and privately regulated GFSC / FCA / JFSC vehicles. Jo also held a number of other leadership roles including Risk & Quality, Controls Assurance and Innovation & Technology. Jo specializes in private equity valuations, is a qualified Chartered Accountant and also holds an Honours degree in Accounting. Jo is the Vice Chair of the Guernsey Investment & Fund Association Executive Committee and sits on the Guernsey International Business Association Council.
Joanne has delivered Assurance services to hundreds of reputable clients predominantly in the Investment Management space in Guernsey, London, Toronto, Europe and the United States. With 10 years experience in Risk & Quality, Joanne has great experience considering the risks that a business is exposed to and how to manage those risks alongside vis-a-vis commerciality.
Joanne joined the GIFA Education Sub-Committee in 2012, and was part of the Committee that launched the Academy Programme. Joanne chaired the GIFA Education committee from 2014-2017 and became an Executive Committee Member in 2017.
GIFA Vice Chair
Stephen Rouxel has been Head of Business at HSBC Management (Guernsey) Limited (HMG) in Guernsey since September 2016 where he is responsible for the running and strategic direction of HMG. HMG is an alternatives fund management company with over 50 funds distributed through multiple jurisdictions.
Stephen joined HSBC in 2015 and has been working in the finance industry since 2004. Previously, Stephen has held roles at State Street, Butterfield Fulcrum and Anson Fund Managers in Guernsey as well as roles at Royal Bank of Scotland Trustee and Depository Services in Edinburgh. Stephen is a professional member of the International Compliance Association and also sits on the Guernsey Chamber of Commerce Council as finance sector lead.
Christopher has been advising the financial services sector in London, Sydney and Guernsey for over 25 years, with particular focus on private equity, having advised some of the world's largest private equity houses as well as new fund promoters in connection with fund establishment, investment structuring, exits and regulatory issues.
Christopher is the Founder and Principal Consultant of Midshore Consulting Limited, a firm specialising in international regulation based in both Guernsey and Florida. Christopher is also a Non-Executive Director in both the Funds and Insurance sectors.
Prior to Midshore, Christopher had a 22 year career at Investec Asset Management (now Ninety One) where he held such roles as Legal & Technical Manager, Projects Manager, Operations Manager and Technical Director. Christopher also served as director of various open- and closed-ended fund structures and special purpose vehicles as well as Investec Asset Management’s Guernsey board.
He became a member of the GIFA Technical Committee in 2011, which he went on to Chair from November 2013 to May 2016.Christopher joined the Executive Committee in April 2015 and was elected Vice Chair from April 2016 prior to serving as Chair from April 2019 to April 2021. Christopher has also been a member of the Guernsey working groups for AIFMD, MiFID II & AEOI as well as various GIFA and GIIA (Guernsey International Insurance Association) Working Groups.
Christopher is also President of the Guernsey Branch of the Chartered Institute for Securities & Investment (CISI) and Director of Guernsey Finance. Christopher is a Chartered Fellow of the CISI, Member of the Institute of Directors and IMC Member of the CFA Society of the UK.
Darren is a partner of Mourant Ozannes in Guernsey. He specialises in investment funds and corporate transactions and was previously a partner at another offshore law firm in Guernsey. Before working in Guernsey, Darren trained and worked in the City of London.
Darren is a Solicitor of England and Wales (currently non-practising) and an Advocate, Guernsey. He is a member of the Guernsey Bar and the Guernsey International Legal Association.
Greg joined Belasko during 2020 and is currently responsible for fund, corporate and fiduciary service delivery across Guernsey.
Greg has accumulated 15+ years experience within the financial services industry covering the investment, fiduciary and banking sectors. Through this period Greg has led and participated in a number of strategic initiatives which include business development, product establishment, regulatory change, operating model refinement and on boarding complex new business across global servicing businesses.
Greg holds a number of directorship appointments that cover investment management companies, regulated funds and Belasko group entities. Greg is a member of the Institute of Directors and serves on the Executive Committee for the Guernsey Investment Fund Association.
Haley has worked in Guernsey’s finance industry since 2001 and specialises in the corporate secretarial, establishment and ongoing technical needs of complex fund and fiduciary structures across a wide range of asset classes.
She has held management roles for third party fund administrators for the last seven years, first as head of corporate secretarial and latterly with the added responsibility of new business, has sat as a voting member of operational compliance and risk committees and client acceptance committees and as project manager in respect of a number of new promoter and fund applications and for high-profile IPOs, secondary capital raisings and conversions across the Channel Islands, London (Main Market, AIM and SFM) and other stock exchanges globally. Haley has also headed up AIFMD and FATCA implementation projects, including leading the establishment of an AIFMD depositary “lite” business in Guernsey, and has provided in-house technical expertise and training on legal, regulatory and other rules-based matters. She has acted as a non-executive director and alternate director to a number of fund and fiduciary structures and as company secretary to a third party fund administrator. Haley holds a LLB (Hons) from the University of Buckingham and is qualified as a barrister, having been called to the Bar of England & Wales in July 2012.
Haley sits as Chair of the GIFA Technical & Compliance Sub-Committee and is the Secretary of the Association.
James Tracey is the Managing Director for JTC (Guernsey) Limited and also has a seat on JTC’s Institutional Client Services (ICS) Board.
With more than 15 years’ experience in international financial services, James joined JTC in 2015 following the firm’s acquisition of Kleinwort Benson’s fund administration business and has worked in all areas of fund servicing, including commercial property, private equity, fund of funds and fund of hedge funds as well as listed investment vehicles. A director of JTC’s Guernsey AIFM services company, James also has a number of directorships on both management and investment companies.
He is an Associate Member of the Institute of Chartered Secretaries and Administrators (ICSA), and a Member of both the Chartered Institute for Securities and Investment (CISI) and the Institute of Directors (IoD).
Linda Ogier has over 20 years experience in the finance industry and is Head of Fund Administration Services for J.P. Morgan in Guernsey. Linda is an Associate of the Institute of Financial Services and a Chartered Fellow of the Chartered Institute for Securities and Investment.
Linda has been a member of the GIFA Education Sub-Committee since November 2013 and was appointed chair of the Committee in June 2017.
Mark is EY Advisory Director in Guernsey. He is a participant in the EY Blockchain Global Network and EY EMEIA Financial Crime Steering Committee and was interviewed for the 2020 EY/ACCA Report Economic Crime in a Digital Age.
He is the Chair of ACCA’s Global Business Law technical forum. Mark is the Treasurer of GIFA.
Prior to EY Mark worked at the Guernsey Financial Services Commission as a Deputy Director, during which time he led the investment sector policy strategy as well as supervisory responsibilities. He was also a standing member of the Enforcement Case Review Panel and sat on the “2.2 jurisdictions” government-industry working party, attending IOSCO ERC meetings when required.
Mark is Vice Chair of ACCA’s Global Business Law technical forum and a member of ACCA’s Global Business Ethics technical forum, having previously sat on the Global Corporate Reporting forum.