LGL GROUP - Key Persons
Job Titles:
- Senior Manager, Corporate
Adam has worked in fund service administration for 7 years, specialising in Debt, with significant experience in Luxembourg fund structures.
Agnes joined Altum Group in 2024 as a Director based in Luxembourg and has 18 years experience in the Luxembourg finance industry.
Prior to Altum Agnes worked at Slate Asset Management as Director, where she set up the Luxembourg office and took responsibility for all aspects of reporting, transactional and compliance matters across Slate's European investment funds. She locally led the launch of real estate funds, setting up legal entities, onboarding investors and transitioning service providers. Prior to Slate Agnes held leadership roles in various financial services providers, including Sanne Group plc, Capita Asset Services and AIB IFS. Agnes' main focus have been corporate and fund structures with a main interest in real estate.
Agnes is a member of ALCO (Luxembourg Association of Compliance Officers) and of the Association of Chartered Certified Accountants. She holds Master's Degrees both in Finance and in International Management. Agnes is fluent in English, French and Hungarian and can also speak Italian, Luxembourgish and Dutch.
Ajay is a Director in the client accounting team and is based in Jersey. In his role, he is responsible to lead and support the Group's client accounting team and ensuring the delivery and accuracy of high-quality client accounting deliverables. Ajay has a strong accounting, risk and controls background.
He has more than 15 years of experience in the financial services sector. Prior to joining Altum he was as an Associate Director in the corporate services team at Crestbridge and provided corporate services to complex structures and arrangements. He acted as a client service director for a number of entities that provided a full range of directorship, accounting and administration services to multinational corporations, financial institutions and asset managers.
He also worked in senior management roles in Big4 accounting firms and provided audit and assurance services for asset management clients across different alternative asset classes (hedge funds, real estate and private equity/debt).
Ajay is a fellow member of the Association of Chartered Certified Accountants (ACCA), and completed his BSc Honors in Applied Accounting from Oxford Brookes University and Completed Levels 1 and 2 of the CFA Program from the CFA Institute.
Job Titles:
- Director Client Services, Corporate
Alan specialises in the establishment and administration of fund and corporate structures and the provision of director services.
A graduate of Dublin City University and a Fellow of the Institute of Chartered Accountants in Ireland, Alan has over 20 years' experience in the offshore financial services industry and has worked in Ireland and Jersey.
Having previously acted in the capacity of Jersey Managing Director for a global fund management group, Alan has experience managing fund structures and related corporate entities. Prior to this Alan managed a multi-disciplinary team including accountants, lawyers, IT professionals and administrators involved in the administration of private equity and real estate funds, employee share plans, international pension plans, deferred compensation and employee benefit trusts.
Alex joined Altum Group in April 2022 and has worked in the financial industry in the real estate sector for the last 6 years.
Previously Alex has worked in a number of leading international trust companies but couldn't resist the draw of Altum as a company with an eye for excellence and outstanding customer service.
Along with being a qualified ACCA member, Alex has a passion for adventure and Sport.
Alexandra joined Altum Group in 2023 as a Client Director in the Luxembourg Business.
With an impressive career, she bring over 20 years' experience in corporate and administration services, SPVs, securitization, funds, business development and strategy.
Job Titles:
- Head of Legal
- Solicitor of England and Wales
Angelina is responsible for the management of all legal aspects of the business of Altum Group, from overseeing mergers and acquisitions to advising on legal queries, contracts and transactions. She is also responsible for Altum Group's company secretarial function, ensuring the group complies with all areas of corporate governance.
Angelina has over 16 years' experience in the offshore financial services industry. Angelina is a Solicitor of England and Wales (practising) having qualified in 2007.
Immediately prior to joining Altum Group in 2019, Angelina was Head of Legal (Jersey, Guernsey and Isle of Man) for a major international banking group with responsibility for all in-house legal requirements, predominantly focused on the management of legal risk for the group.
Previously, Angelina worked in various senior legal and client services roles providing fund administration, corporate structuring and real estate services to private, corporate and institutional investors.
Anna joined Altum Group in July 2015 as a member of the accounting and financial reporting services team. She holds an ACA qualification under the ICAEW.
Anna graduated from Portsmouth University in 2009 with a degree in Criminology before moving into the finance industry.
Immediately prior to joining Altum, Anna worked at a local audit and accounting practice auditing regulated businesses, charities and pension schemes. She has experience in financial reporting under IFRS and UK GAAP for commercial and private clients, property development, real estate companies, financing vehicles and investment companies.
Tony is a trusted advisor who assists ultra-wealthy families in achieving their wealth planning objectives, particularly when it involves complex multi-jurisdictional matters. With his expertise in fiduciary decision making, he possesses unparalleled insight into the critical aspects of transactions, and consistently delivers exceptional results.
Tony brings a wealth of knowledge to the benefit of his clients. He is a Chartered Accountant, a graduate of Warwick Business School with a degree in Accounting and Financial Analysis and a former Tax partner at EY where he advised on UK taxation of non-UK trusts and companies. Tony serves as Chair of the STEP Worldwide Board, a member of the Public Policy Committee, and is a Non-Executive Director of Jersey Finance Limited.
Tony's contributions and experience extend beyond his professional affiliations. He has also served as the Chair of the Jersey Taxation Society and has actively participated in various consultative bodies associated with Jersey's finance industry. Notably, he held the position of Jersey Managing Director at a prominent Canadian bank-owned trust business, where he successfully led a large team of trust professionals.
Baroness Helena Morrissey joined in 2023 and is the Group Chair at Altum.
Helena has extensive financial services experience and has served in several leadership roles throughout her career including 15 years spent as CEO of Newton Investment Management. She was Chair of the Investment Association from 2014 - 2017 and has demonstrated an exceptional ability to drive innovation, foster collaboration, and deliver results.
Helena is also well known for her work on inclusion and diversity. In 2010, she founded the 30% Club, a campaign for better gender-balanced boards. Since then, the representation of women on FTSE350 boards has risen from less than 10% to almost 40%. There are now twenty 30% Clubs throughout the world. Helena chairs the Diversity Project, aimed at improving diversity across all dimensions in the investment industry.
Helena entered the House of Lords in September 2020 and was appointed a Dame in 2017 for her work on improving diversity in financial services. She was named one of the 25 most influential City figures over the past quarter of a century by Financial News (2022).
Based in London, Clare joined in 2024 and is responsible for growing the Altum brand, overseeing our Client Relationship Management and enhancing our service offering.
With over 30 years' experience in the real estate and financial services industry, Clare has extensive knowledge of real estate structuring, tax and transactions management.
Prior to joining Altum, Clare was Head of UK for Langham Hall. She was responsible for running the team, overseeing business operations and developing initiatives to improve client service.
She was also previously Global Head of Property and Construction at Grant Thornton managing a number of global funds. She qualified as a chartered accountant and spent many years specialising in tax and fund administration.
Conor joined Altum in 2023 and works closely with key stakeholders throughout the global business to define and implement the Group HR strategy.
Prior to joining Altum, Conor spent five years at Sanne Group Plc, overseeing the HR function for Group Services in various markets across the EMEA, UK, APAC, and North America regions. With significant industry experience, Conor's expertise include employment law, talent management, employee relations, project management, stakeholder engagement, and merger and acquisition activities.
He holds a Bachelor of Science (BSc) in Human Resource Management from Technological University Dublin (TUD), a CIPD Level 7 Advanced Award in Employment Law, and a CIPD Level 7 Advanced Award in Managing Employee Relations.
Job Titles:
- Director, Private Debt & Capital Markets
Dan has over 10 years' experience in private debt and capital markets and is a Chartered Certified Accountant with a degree in Accounting and Finance. Dan brings a wealth of experience and detailed knowledge of the private debt market to significantly enhance our asset class expertise.
Prior to joining Altum, Dan spent over 10 years with Sanne Group Plc, where he was the relationship lead for several Private Debt and Capital Markets clients. Dan was responsible for managing accounting and administration teams based in Jersey, Luxembourg and South Africa. Dan has a strong technical background in corporate governance, administration and reporting for funds and SPVs domiciled in key jurisdictions such as Jersey, Luxembourg, Ireland and Cayman.
Daniel joined Altum Group in 2024 as an Associate Director. Based in Luxembourg, he is responsible for the day-to-day operations of Corporate & Private Clients, overseeing a team of dedicated accountants and corporate secretaries.
With more than 16 years' experience, Daniel joins Altum having previously worked at Mileway, Colony Capital, Inc and KPMG Luxembourg S.C. where he gained experience in corporate, real estate, financial operations and business development. He is also fluent in French, and can speak German and Luxembourgish.
Daniel Kaiser joins Altum Group as an Associate Director in Luxembourg
Job Titles:
- Associate Director, Family Office
Danny joined Altum Group in June 2020 and is a member of the Society of Trust Estate Practitioners ("STEP") with over 25 years of experience in the offshore financial services industry.
Immediately prior to joining Altum, Danny worked at Citigroup (Channel Islands) Limited, where he was responsible for managing the trust relationships for a number of regions in the Middle East, namely Kuwait, Oman, Qatar and Lebanon.
Danny has also worked at other financial institutions on the island since 1994 working in many sectors, including, Capital Markets, Corporate/Real Estate and Private Client developing his management and administration skills during this time.
Elysia joined the Altum Group in January 2019 where she administers a number of corporate and real estate structures. Prior to joining the Altum Group, Elysia worked at a global organisation where her main client was a multi-jurisdictional Middle Eastern sovereign wealth fund investing predominantly in real estate, in addition to administering a number of structures for other corporate and private clients.
She was awarded her Certificate in Offshore Administration in 2013 and her Diploma from the Institute of Chartered Secretaries and Administrators in 2015.
Elysia has worked in the Jersey financial services industry since 2011 when she joined Basel Trust Corporation as a junior administrator on its e-commerce team.
Job Titles:
- Associate Director in
- Associate Director, Real Estate
Evan is an Associate Director in Altum Group's growing Real Assets team with more than 12 years' experience working in Jersey's finance industry.
His clients include sovereign wealth funds, pension funds, ultra-high net worth individuals and large property investment companies. Since joining Altum, he has focused on real assets structures and been involved in many high profile developments and investment holding projects in the Middle East, North America, UK and Europe.
Evan is a fully qualified corporate governance professional with The Chartered Governance Institute. In addition to being the Chairman of Altum's ESG Committee, he is also a regular speaker at industry events and is passionate about driving positive change in the industry and beyond.
Job Titles:
- Client Director, Real Estate
- Member of the Real Estate Management Team
Giovanni is a member of the Real Estate management team at Altum Group and is responsible for the day-to-day service delivery as well as supporting the growth and development of the Real Estate team.
Giovanni has significant experience with real estate structures, having been involved in several high-profile developments and investment holding projects in the UK, Europe and North America. He is a board member of many of his client structures and is responsible for ensuring strong corporate governance.
Giovanni has worked in the financial services industry since 2009 when he joined Altum as a trainee administrator. Since this time he has successfully studied for and been awarded his Certificate and Diploma from the Institute of Chartered Secretaries and Administrators.
Job Titles:
- Associate Director, Luxembourg
James has over a decade of experience working in the financial services industry, specialising in the accounting and administration of close ended regulated and unregulated fund structures.
Having an Masters in Accounting and a Member of the Institute of Chartered Accountants in Ireland, James has experience across a number of Luxembourg fund structures and different asset classes; including debt, real estate, private equity and non-performing loans. Prior to joining Altum, James has worked in some of the largest fund administration service providers both globally and locally, heading teams ensuring timely and accurate client deliverables.
When not at work, James is a big sports fan and enjoys seeing live music and spending time with his family.
With more than 20 years' of industry experience James is focused on building and sustaining growth across Altum Group and is responsible for overseeing our CRM and intermediary programs as well as contributing to our product mix and strategic expansion.
Prior to joining Altum, James worked at a global fund administrator, initially in technical roles and later in their institutional business development team. He is a specialist in European fund distribution, multi-jurisdictional structures, economic substance and regulatory requirements for fund managers.
He built his expansive technical background holding accounting, finance and regulatory roles at Deutsche Bank, HSBC Private Bank, BDO and in-house at a real estate fund manager.
In addition to being a Fellow of ACCA (FCCA), he holds a Master's Degree (MSc) in Professional Accountancy awarded by the University of London/UCL, is a full member of the CISI (Chartered MCSI) and holds the Chartered Alternative Investment Analyst (CAIA) certificate in Fundamentals of Alternative Investment. He is also an approved principal person with both the Jersey Financial Services Commission (JFSC) and the National Futures Association (NFA) in the United States.
Job Titles:
- Tax Compliance Senior Manager, Luxembourg
Jean-Christophe oversees the tax compliance works of Altum Luxembourg and deals with the various exchange with the Luxembourg Tax Authorities.
Jean-Christophe has more than 10 years' experience in the Luxembourg financial industry with a strong expertize in tax matter.
Jean-Christophe has a degree in Accounting and Management from HELMO Liège Belgium and Jean-Christophe completed his Luxembourg Chartered Accountant Certification (Ordre des Experts -Comptables) and his Luxembourg taxation Certification (Luxembourg School for Commerce).
Prior to joining Altum in 2018, Jean-Christophe worked as Tax Consultant for a Big four company.
Joanna joined Altum Group in January 2024 and has more than 18 years' experience in the financial services industry. She has predominantly worked on the establishment and administration of complex private wealth and corporate structures for high net worth and ultra-high net worth individuals and their families, with a focus on the MENA region.
Joanna has experience in dealing with a wide variety of asset classes, including residential real estate, commercial real estate, luxury assets and financial assets across multiple jurisdictions. In addition to her experience in the private wealth sector she also has experience in the funds and institutional sector.
Prior to joining Altum, Joanna was responsible and involved in the day-to-day governance and management of a managed trust company for a Middle Eastern Bank.
Joanna is a graduate of the University of Winchester and holds the ICSA certificate and STEP diploma. Joanna was awarded TEP status in 2015 and is a member of the IoD.
John is the Chief Risk Officer at Altum Group and responsible for regulatory compliance and the Group's risk management framework.
He has a strong background in regulation having been the Deputy Director General of the Jersey Financial Services Commission, following a successful career at the UK Financial Services Authority where he led the team responsible for policy and authorisation of investment funds, which included working closely with industry and HM Treasury, as well as representing the FCA in EU and international policy committees. More recently he was Group Chief Risk Officer for another global trust and corporate services provider.
Outside of work John is studying for a maths degree with the Open University and holds a number of voluntary roles in Jersey.
John joined Altum in November 2019 as Head of Real Estate and in his role, he is responsible for leading the Jersey real estate team and ensuring seamless client service delivery.
John has over 16 years experience working in financial services in key jurisdictions such as Jersey, UK and Luxembourg and has a wealth of board experience in these jurisdictions on various real estate asset classes. As well as board positions, John's key strengths are in client relationship management, transaction management and corporate governance.
In particular, John has previously worked with many worldwide institutional investors, sovereign wealth funds and fund managers assisting them with the structuring of UK and European real estate.
John is a member of the International Property Federation - Next Generation (IPF).
Job Titles:
- Associate Director
- Associate Director, Real Estate
Jomar is an Associate Director in the Real Estate team and joined Altum in 2023.
Prior to this he held the role of Financial Reporting Manager at Aztec and held various Financial Reporting roles at Apex Group. Jomar is a Certified Public Accountant.
Lucy is part of the Real Estate team and joined Altum in June 2022.
Previously Lucy has worked for three leading financial services firms in London, predominately on listed Real Estate companies and providing governance support to the Board's of investment management companies.
Lucy is currently studying towards Chartered Governance Qualifying Programme.
Outside of work Lucy enjoys going to the beach with friends and family and always planning a sunny holiday abroad!
Job Titles:
- Director, Funds & Institutional
- in 2024 As a Director
Marian joined Altum in 2024 as a Director in the Funds & Institutional team based in Jersey.
She is a qualified accountant with more than 16 years of experience in the financial services sector.
Prior to joining Altum, Marian used to be the regional head for direct lending in the Channel Islands at where she led teams servicing various infrastructure, real estate debt, fixed income, and private equity funds based in Luxembourg, UK, and the Channel Islands. As part of her role, she was involved in senior management functions such as operations, risk and integration committees. She also acted as directors on regulated Jersey and Guernsey entities as well as held directorships in various capital market structures. She also spent eight years with Deloitte as head of technical review team.
Job Titles:
- Associate Director, Private Equity & Venture Capital
Matthew has over a decade of experience working in Private Equity and Fund Administration, with the last 8 years working for ARDIAN, the largest European Investment House which manages assets over $120bn worldwide.
In his roles at ARDIAN, Matthew held significant responsibility for the management and financial reporting requirements of various Private Equity Fund structures as well as regulated and unregulated companies that form part of the ARDIAN group's corporate structure.
Previous to his time at ARDIAN, Matthew worked for a Fund Service provider and it is this combination and wealth of experience that will be instrumental in building and developing our client offering in this sector.
While not at work, Matthew likes to keep fit and is a keen sportsmen. He also loves to spend time with family, friends but most of all, his Fiancé and dog Gus.
Job Titles:
- Chief Operating Officer
- Member of the Leadership Team
Mike is Chief Operating Officer and has responsibility for the leadership, strategic growth and operations of the Jersey business.
Mike has over 25 years' experience in the financial services sector, with a strong focus on Private Equity and Venture Capital, most recently as Global Head of Client Operations at Crestbridge where he was mandated to deliver operational transformation during a significant growth period. Prior to this Mike held senior roles as a Senior Vice President at State Street and Managing Director at EQT, the global private equity and venture capital investment organisation.
Mike is a member of the British Private Equity and Venture Capital Association (BVCA) Channel Islands Working Group.
Job Titles:
- Head of Corporate Development
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- Senior Manager, Funds & Institutional
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- Chief Information Officer
Job Titles:
- Director Client Services, Family Office
Job Titles:
- Client Services Director, Family Office
- Director, Funds & Institutional
Job Titles:
- Group Head of Capital Markets and Managing Director, Luxembourg
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- Head of Legal and Administration, Luxembourg
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- Manager, Client Accounting Team, Luxembourg
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- Managing Director, South Africa
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- Associate Director, Operations
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- Associate Director, Funds & Institutional
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- Head of Marketing and Communications
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- Chief Commercial Officer
- Member of the Leadership Team
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- Senior Manager, Family Office
Job Titles:
- Director, Funds & Institutional
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- Head of Financial Planning & Analysis
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- Head of Client Accounting
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- Associate Director, Family Office
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- Head of Threat Protection & Governance
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- Chief Executive Officer
- Member of the Leadership Team
Job Titles:
- Client Services Director, Family Office
- Director Client Services, Family Office