Managing Director
E: jodynewark@obsidian.co.uk
T: +44 7781 123500
Jody has nearly 20 years’ experience in investment and fund management particularly from an operational and risk management perspective. Her career has been focussed predominantly on both listed and open ended funds established in Guernsey and other international centres, including UCITS, and she has a deep rooted understanding of investment operations and administration across multiple jurisdictions having worked across all areas of the fund management and administration business.
She is an analytical problem solver capable of using her knowledge of investment characteristics and regulatory requirements to deliver client focussed solutions with a commercial and pragmatic approach and a ‘can do’ attitude.
Jody holds a Masters in International Legal Practice from the University of Law and a Masters in Finance from the University of London as well as the Institute of Directors’ Diploma in Company Direction. Her professional qualifications include the Chartered Financial Analyst (CFA), the Chartered Wealth Manager and the Chartered Alternative Investment Analyst (CAIA). She is also a Chartered Fellow of the Securities and Investments’ Institute.
Jody serves as a voluntary director to the Guernsey Housing Association LBG.
Director
E: dankeaveney@obsidian.co.uk
T: +44 1481 707072
Dan has 20+ years’ experience in the finance sector beginning in Dublin with fund administration leading to progressive roles in banking, private equity, investment management across a multitude of disciplines including valuations, accounting, risk management, trading and compliance. An affinity for change and development has seen him seek involvement in significant product and service implementations.
Adept at implementing operational efficiencies through understanding stakeholder requirements, he seeks to establish and maintain key external relationships with clients and partners, not least those involved with the governance structure (Board members, auditors etc). He is always scanning new regulation and themes across jurisdictions with a view to evaluating and understanding, in order to prepare and ideally take advantage.
As well as holding a Commerce degree (BComm) from University College Dublin, Dan is an associate of the Chartered Institute of Management Accountants (CIMA).
Associate
E: andrewfreitas@obsidian.co.uk
T: +44 1481 707073
Accordion Content
Andrew has worked in the Fund industry for nearly 10 years’ split across both Guernsey and the Cayman Islands and has a wealth of experience and knowledge specialising in Private Equity and Venture Capital Fund Audits within a range of Fund structures.
Andrew began his career as an Audit Associate at 19 and has built his career from the ground up progressing to working directly with Chief Investment Officers and providing reports directly to the board. Over the years he has worked with teams in Audit, Fund Accounting, NAV production, level 1-3 Valuations and AI tool implementation. Andrew has utilised this variety of experience whether it has been working with or managing large and small clients and teams through to working autonomously on bespoke systems and specialised projects.
Andrew is a member of the Association of Chartered Certified Accountants (ACCA).
Associate
E: michellesebire@obsidian.co.uk
T: +44 1481 707071
Accordion Content
Michelle has over 20 years’ experience in the fund management and administration industry, with a particular focus on client servicing, management and investor reporting.
She has extensive experience spanning operational, compliance and client-facing roles, and brings a strong understanding of the processes and controls required to support effective fund management. Michelle is highly organised, detail-oriented and responsive, and is recognised for the quality of her work and her ability to build strong working relationships. She develops and implements robust processes and procedures to ensure compliance with best practice and regulatory requirements and plays a key role in facilitating effective interaction with Investment Managers and Boards of Directors.
Michelle has also pursued relevant professional qualifications in compliance and management accounting as well as the Diploma in Fund Administration.
Compliance Associate
E: janeblondel@obsidian.co.uk
T: +44 1481 707075
Jane has worked in the Guernsey Finance Industry for over 25 years.
She began her career in Treasury Operations working in Nostro Reconciliations, Cash Position Keeping, Treasury Settlements, Treasury Products, Payments and as a Private Client Officer. Jane then went on to manage two Operational Control teams. After 13 years in Treasury Operations Jane moved into Banking where she worked in Client Services supporting Client Relationship Officers and their clients. Jane has over 10 years’ experience working on client file reviews and remediation. She also has experience working in Private Wealth Support for an investor services provider dealing with the onboarding of clients and ongoing Customer Due Diligence.
Jane has obtained the Securities Institute Investment Administration Qualification and the International Compliance Association Certificate in KYC/CDD. She is also an Affiliate Member of the International Compliance Association.
Non-Executive | Chairman
Dr Andy Sloan has a strong background in governance, strategy, regulation, and sustainable finance and sits on the Boards of several other local companies. He is a non-Executive Director at Hansard Ltd, a locally owned regulated trust and corporate services provider, and ESI Monitor, a Guernsey based environmental services monitoring company. An economist by background, Dr Sloan is a member of the Institute of Directors and the Institute of Risk Management.
Onetime States of Guernsey Economist, onetime Director of Financial Stability at the Guernsey Financial Services Commission, and onetime Deputy Chief Executive at Guernsey Finance. Dr Sloan developed Guernsey’s Financial Services Policy Framework and is a well-respected figure within Guernsey’s financial services community.
Dr Sloan is the founder and director of research of the think tank, the International Sustainability Institute Channel Islands, and is managing director of Netherite and Grunweldt Ltd, a climate risk advisory firm. He also established Guernsey’s sustainable finance initiative, Guernsey Green Finance, in 2018 and is an expert reviewer on finance for the UN’s International Panel on Climate Change (IPCC).
| Cookie | Duration | Description |
|---|---|---|
| cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
| cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
| cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
| cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
| cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
| viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |