Our mission is to provide the ACD service that adds the greatest value, through superior industry knowledge, service quality and fund expertise.
IFSL provides expert independent ACD and fund administration services – allowing you to get on with what you do best, whether that’s investment management or advising clients, secure in the knowledge that highly experienced specialists are managing all aspects of fund operation and oversight on your behalf.
We take a client-led partnership approach, working closely with you and ensuring high levels of regulatory awareness and oversight that protect your interests and those of your investors.
Few independent ACD service providers can claim the same level of experience and expertise across the full spectrum of fund services: fund administration, transfer agency, compliance oversight, risk management, distribution, investment management and finance.
All aspects of collective investment scheme operation, management, oversight and distribution are covered by experienced and highly knowledgeable teams within our organisation. We believe that only a business with these capabilities in-house can truly have the expertise to provide the effective and robust oversight expected by both the regulator and investors.
Our in-house expertise also equips us to deliver the same standards of management and oversight to external service providers, where that approach is best suited to your business model.
Stability and expertise
We have the financial strength and stability that comes with being part of the privately owned Marlborough group of companies, which has been managing funds since 1986 and has over £10 billion of assets under management. The group has achieved consistent long-term growth, with unusual longevity of tenure among the directors and core team. Being part of a group that includes a leading fund management business, Marlborough Fund Managers, also means we have an invaluable practical understanding of the fund management industry.
Allan first joined the Marlborough Group in 1997 and worked in unit trust accounts, compliance and as Chief Operating Officer before taking on his current role in 2013. Allan is responsible for all the operational functions within the business.
Director of Third Party Relationships
Helen has over 25 years’ industry experience, having held senior positions at Marks & Spencer Unit Trust Managers, Jupiter Unit Trust Managers and Rathbones Investment Management.
Dom trained with Deloitte in banking and securities audit and has post-qualification experience at Promethean and Clearwater International. Dom has ten years’ experience at Marlborough including working on the successful acquisition and integration of IFSL. Dom was promoted to Finance Director in April 2014.
Compliance & Risk Director
Helen has over a decade’s experience with the Marlborough Group and worked in fund accounting before joining the compliance & risk team. She joined the Marlborough Board in October 2015.
Guy was Interim CEO of the Investment Association from October 2015 to September 2016 and prior to that held other senior positions at the organisation including Director of Risk, Compliance and Legal. He also chaired the Joint Money Laundering Steering Group and the International Investment Funds Association’s International Regulatory Affairs Working Committee.
Sarah has more than two decades’ experience in financial services and is Associate Partner and Head of Regulatory Compliance Practice at GD Financial Markets, a consultancy which specialises in providing business consulting and managed service solutions. Sarah became an Independent Non-Executive Director of IFSL in October 2019 and previously held roles within UK, US and European Financial Services organisations, supporting multiple business types along the investment chain.
Martin has a wealth of operational and technical experience in the funds service industry, with a successful track record in business development, sales, establishment and operational delivery.
Product & Proposition
Simon has experience of overseeing service providers and the day-to-day running of the funds. He now works in relationship management and business development.
Caroline has over 30 years’ industry experience and has worked in Fund Accounts at the Marlborough Group since joining in 2003. Previously Caroline headed the Fund Accounts team at RUTA.
Head of Transfer Agency with CASS Operational Oversight
Sally joined the Marlborough Group in 2014 from BNY Mellon where she headed up Corporate Actions & Income teams and she now oversees the Transfer Agency and Investor Support teams.