James joined Heritage International Fund Managers in 2011 and is a Director with responsibility for the delivery of fund administration services and client relationship management for a range of private equity, infrastructure, senior debt and energy funds.
James has a detailed knowledge of fund administration, fund management and Guernsey’s regulatory framework having worked in the local fund industry since 1997. Between 1998 and 2006, James worked for Rothschild in disciplines including fund analysis and fund management. From 2006 to 2011 James had senior management responsibility for operations and client relationship management at Mourant Guernsey Limited, which latterly became part of State Street Corporation. James has held a range of board appointments for fund management and licensed fund investment companies incorporated in Guernsey and other jurisdictions as a result of which he has developed a strong focus on corporate governance.
James graduated with a BEng (Hons) in Metallurgy from the University of Surrey in 1993, and was awarded an MBA from Henley Management College in 2001. James is a member of the Chartered Institute for Securities & Investment, and the Institute of Directors.
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Estera has acquired Heritage Financial Services Group.
Estera is a leading global provider of fiduciary and administration services. The acquisition of Heritage Financial Services Group is central to the expansion of our funds service line and also expands jurisdictional choice for our trust and corporate clients.
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