Area of expertise

•    Fund onboarding and establishment
•    Fund administration and fund operation services
•    Alternative investments (real estate, private equity, venture capital, digital)
•    Fund investor liaison

Responsibilities

Jon works in the fund services department, where he leads and directs a team of managers and highly qualified professionals 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.

As a director Jon helps the business achieve its strategic objectives and, having working within the industry since 2011, he specialises in fund administration and operation across multiple asset classes. He is also a qualified person for the purpose of acting as a director of regulated entities.

Qualifications and memberships

  • Certificate in International Trust Management
  • Advanced Certificate in Fund Administration
  • Diploma in Fund Administration
  • CMI Level 5 Award in Management and Leadership

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
  • Qualified garden designer, and DIY enthusiast