Conifer Securities adds key executives to the BVI Fund Administration Services
One of the leading middle and back-office services providers, Conifer Securities, LLC, announced the hire of two executives to its offshore fund administration business in the British Virgin Islands, Conifer Fund Services Ltd. (CFS).
David Bateman will be an associate director, and Donna-Maria De Roche will serve as an account manager for the fund. Both of them have expertise in providing offshore services to US-based hedge funds and alternative asset managers.
Peter O'Connell, managing director of the BVI and San Francisco-based Conifer Fund Services Ltd., said that hedge funds more than ever need to be disciplined and efficient, and the experience of the newly hired specialists will prove extremely valuable to the BVI fund and its clients.
Mr Bateman joins Conifer after working seven years in the offshore financial services industry. He held the position of Fund Administration Manager at UBS Fund Services (Ireland) Ltd., and prior to this position he was a Fund Administration Manager at UBS Fund Services (Cayman) Ltd., and a senior accountant at Bank of America (Cayman) Ltd.
Ms. De Roche has worked for five years at Fortis Prime Fund Solutions (BVI) Limited, where she received experience in administering funds with varying legal structures and investment strategies. Before going into the funds industry, she spent nine years at the PricewaterhouseCoopers office in Trinidad in the position of an audit and business advisory manager.
Conifer Fund Services (BVI) Ltd. was launched in 2006 as part of the Conifer Securities LLC, which has headquarters in San Francisco, New York, Boston and the British Virgin Islands and is working in this business since 1989, providing accounting services across a broad range of investment disciplines to both onshore and offshore funds. The services of the fund include fund accounting, fund performance and benchmark reporting, performance and management fee calculation, generation of required financial records, reports and documentation needed to support annual audit and tax preparation by outside auditors.
David Bateman will be an associate director, and Donna-Maria De Roche will serve as an account manager for the fund. Both of them have expertise in providing offshore services to US-based hedge funds and alternative asset managers.
Peter O'Connell, managing director of the BVI and San Francisco-based Conifer Fund Services Ltd., said that hedge funds more than ever need to be disciplined and efficient, and the experience of the newly hired specialists will prove extremely valuable to the BVI fund and its clients.
Mr Bateman joins Conifer after working seven years in the offshore financial services industry. He held the position of Fund Administration Manager at UBS Fund Services (Ireland) Ltd., and prior to this position he was a Fund Administration Manager at UBS Fund Services (Cayman) Ltd., and a senior accountant at Bank of America (Cayman) Ltd.
Ms. De Roche has worked for five years at Fortis Prime Fund Solutions (BVI) Limited, where she received experience in administering funds with varying legal structures and investment strategies. Before going into the funds industry, she spent nine years at the PricewaterhouseCoopers office in Trinidad in the position of an audit and business advisory manager.
Conifer Fund Services (BVI) Ltd. was launched in 2006 as part of the Conifer Securities LLC, which has headquarters in San Francisco, New York, Boston and the British Virgin Islands and is working in this business since 1989, providing accounting services across a broad range of investment disciplines to both onshore and offshore funds. The services of the fund include fund accounting, fund performance and benchmark reporting, performance and management fee calculation, generation of required financial records, reports and documentation needed to support annual audit and tax preparation by outside auditors.
Labels: BVI Mutual Funds, Investment Services, Offshore Funds
posted by Brian Obvi, Offshore Analyst | 1:28 PM
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