Areas of Expertise

Responsibilities

Jon works in the fund services department managing a team of five who are responsible for delivering the day-to-day servicing and quality reporting needs of funds administered by Hawksford. 

Jon has a highly technical knowledge of fund services and is exceptionally well organised with a methodical approach to fund management, which is a key part of the rigorous fund administration service we aim to deliver. 

Qualifications & Memberships

  • Certificate in International Trust Management
  • Advanced Certificate in Fund Administration
  • Working towards the Diploma in Fund Administration

Notable Achievements

  • Lead client contact over three years for a growing portfolio of real estate investment funds with AUM of £500m
  • Lead client contact for a key client engagement, conducted numerous fund service delivery reviews leading to service delivery improvements and subsequent system, process and operating model amendments across the wider team

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