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Heritage Fund Services gears up for further growth with key promotions

Heritage Fund Services (HFS), one of the leading independent management owned fund administrators with offices in the UK, Guernsey and Malta, has announced a number of promotions in client focused roles.

Heritage Fund Services (HFS), one of the leading independent management owned fund administrators with offices in the UK, Guernsey and Malta, has announced a number of promotions in client focused roles.

These promotions include four management appointments with Lorna Zimny and Susie Peer promoted to Associate Director, Louise Manklow to Senior Manager and Massimo Catania to Manager.

Ms Zimny has worked in financial services for 17 years and is responsible for service delivery to fund administration and corporate services clients in the UK. Ms Zimny is a graduate of the University of Ulster, a member of the Institute of Chartered Accountants in England and Wales and holds the ACCA Diploma in International Financial Reporting Standards.  

Miss Peer, who has 14 years’ experience in the financial services sector, will lead a large administration team focusing on large closed-ended private equity structures. Miss Peer is a Fellow of the Institute of Chartered Accountants in England and Wales and holds an LLB (Hons) law degree from Leeds University as well as a Diploma in Fund Administration.

Ms Manklow is responsible for the day-to-day administration and management of key client relationships for a variety of funds including stock exchange listed and private equity vehicles. Ms Manklow is a Chartered Institute of Securities and Investment associate and holds the STEP-certified Central Law Training International Advanced Certificate and Diploma in Fund Administration.

Massimo Catania has been promoted to Manager and is responsible for the daily administration of private equity funds. Mr Catania is a qualified accountant and has over 10 years’ experience in the financial services sector in Ireland, Malta and Guernsey.

The other promotions announced are David Taylor and Luca Garau to Fund Accountants and Sam Bougourd, Sarah Chester, Lesley Peeters and Duke Le Prevost to Senior Fund Administrators.

HFS Managing Director Mark Huntley said:

‘We view these promotions as important steps in the latest phase of our plans to grow and develop our service offering which is based on a combination of skill, expertise and experience. With rapidly evolving market conditions we have been able to develop and promote our talent. We feel this is clear evidence of our ability to provide industry leading services for our existing and growing client base.’

Susie Peer, Duke Le Prevost, Sam Bougourd, Massimo Catania, Luca Garau, David Taylor, Louise Manklow.

Left to right in photograph: Susie Peer, Duke Le Prevost, Sam Bougourd, Massimo Catania, Luca Garau, David Taylor, Louise Manklow. Lorna Ziimy, Louise Peeters and Sarah Chester were unavailable for the photograph.

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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.

These pages are no longer available but you can find further information on our services 
at www.estera.com

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