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 shown below.
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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 specialises in private equity valuations, is a qualified Chartered Accountant and also holds an Honours degree in Accounting. Jo is the 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
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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.
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Annette was admitted as a solicitor of the Supreme Court of England and Wales in 2004 (currently non-practising). She was called as an Advocate of the Royal Court of Guernsey in August 2008. She became a partner at Carey Olsen in 2016.
She advises on a broad range of corporate matters with a particular emphasis on the establishment, regulation and operation of investment funds, regulatory compliance, capital markets and banking and finance.
She also advises on the formation of all types of alternative investment funds, including private equity funds, listed funds, hedge funds and property funds as well as banking and finance transactions. Annette advises many of the largest fund promoters and financial institutions both locally and internationally.
Annette was admitted to the Supreme Court of Queensland, Australia in 1997. Prior to joining Carey Olsen in 2001, Annette worked for Clayton Utz in Australia.
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.
Over the years Christopher has worked in Fund Operations, Investment Operations, Investor Services, Portfolio Administration and Legal & Technical as well as holding roles such as Projects Manager, Operations Manager and most recently Technical Director during his finance career.
Christopher has served as director of various open- and closed-ended corporate fund structures and ‘special purpose vehicles’ during his 20 year stint at Investec. He was also an alternate director to the General Partner for one of Investec’s Guernsey-based private equity funds.
Christopher has always been active within the finance industry and continues to attend industry events as well as give guidance by authoring fact sheets and online personal refresher modules for those in the industry & its organisations.
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.
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Emma is Advisory Director at KMPG in Guernsey.
Prior to joining KPMG Emma worked for nearly 20 years at the Guernsey Financial Services Commission. At the GFSC, Emma worked predominately as an Investment Supervisor, reaching Director of the Investment Division in 2014. Latterly Emma headed up the Authorisations and Innovation Division where she particularly enjoyed assisting new entrants into the jurisdiction. These roles allowed her to work with licensees throughout the whole of their life cycle.
Emma has a deep understanding of regulatory matters and contributed to major external facing projects in reaction to the changing regulatory landscape, including leading the jurisdiction’s response to the EU’s AIFMD. She has represented the GFSC and Guernsey internationally and participated in We Are Guernsey events and roadshows.
Emma is a Member of the Governance Institute and a Member of the Chartered Institute for Securities and Investment and has an MSc in Corporate Governance.
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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.
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Haley is Chief Operating Officer at EPIC Investment Partners, Guernsey, with overall responsibility for the Guernsey fund administration business.
With 20 years’ experience in international financial services across fund administration and compliance and management consulting, Haley joined EPIC in 2019 and has worked across multiple areas of fund administration, client relationship, client solutions, new business, risk and compliance and corporate secretarial services.
She works with private equity, fund of funds and listed vehicles, amongst other investment structures. Haley has been responsible for implementing AIFMD depositary, investment management, FATCA/CRS and GDPR services and is a former chair of GIFA’s Technical & Compliance Subcommittee . Haley holds a number of directorships on both management and investment companies.
Haley qualified as a barrister (non-practising) and holds the Institute of Directors Certificate in Company Direction.
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Kate Storey is counsel in the Corporate department of Appleby in Guernsey. Kate practises in the Funds & Investment Services and Banking & Asset Finance teams and has extensive experience of all areas of Guernsey corporate and commercial work, including investment funds, capital markets, corporate finance and mergers and acquisitions and restructurings.
Kate has specialist expertise in the establishment, listing and regulation of investment funds and the licensing and regulation of fund managers, financial services providers, SPVs and insurance vehicles under all of Guernsey’s financial regulatory laws.
Mark Le Page
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.