Kevin joined Heritage International Fund Managers Limited in 2006 and is a Director with responsibility for the administration of a portfolio of funds including real estate, private equity and other alternative investments as well as the investment management offering of the firm.
Kevin has worked within the Guernsey financial services industry since 1996. Prior to joining the company, Kevin worked within the Private Client Investment Operations Department of Barings (Guernsey) Limited and then Barings Asset Management (CI) Limited where he was responsible for the general administration of the private client relationships and was the appointed department operational risk coordinator and the pricing/performance manager.
Kevin holds the Investment Administration Qualification (IAQ) and the Investment Advice Certificate (IAC) from the Chartered Institute for Securities & Investment and the CLT International Diploma in Fund Administration.
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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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