The Institute of Chartered Secretaries and Administrators maintains a presence in Guernsey through its local Branch Council. The Council strives to enhance the presence of the ICSA within Guernsey, to support members and students throughout their careers and study programmes, as qualified or aspiriing chartered secretaries.
The Council is maintained in accordance with a strict set of guidelines, or constitution. The constitution is bespoke to the Council's needs and operations and allows for a flexible approach towards providing support to and enhancing the presence of members and students of the ICSA in Guernsey.
The Council works alongside other Branches of the ICSA to ensure a consistent and applied approach across all areas, as well as working with the ICSA on the development of new programmes, products and reports.
More information on each of the Council members can be found below and should you have any queries or wish to become a member of the Council, please do not hesitate to contact us.
Sara is Deputy Managing Director of Carey Group Guernsey and Head of the Corporate and Fund Teams. She is responsible for all aspects of service provision to fund management and corporate clients. She is a Director of Carey Group companies and holds board positions on Carey Group client boards.
Sara has over 16 years’ experience in the offshore financial services industry. Prior to joining Carey Group, she worked for BNP Paribas Securities Services where she led the Funds Oversight and Company Secretariat teams and was a Director and Company Secretary of the Guernsey Fund Administration business. She has been involved in the launch and on-going support of many different structures including those listed on the London Stock Exchange, Alternative Investment Market (“AIM”), Specialist Fund Market (“SFM”), Australian Stock Exchange, Irish Stock Exchange and Channel Islands Securities Exchange.
Sara is a Fellow of the Institute of Chartered Secretaries and Administrators and has an MSc in Corporate Governance. Sara is Chairman of Institute of Chartered Secretaries and Administrators Guernsey Branch.
James joined Private Equity Administrators in Guernsey in 2009 as Office Manager. In 2013 James was appointed to the board of Private Equity Administrators and he is also a director of several administered funds and investment vehicles.
James qualified as a Chartered Certified Accountant with Ernst & Young LLP before moving into fund administration where he worked for a number of years at Mourant International Finance Administration (now State Street), one of the world’s leading providers of financial administration services, managing a team specialising in the provision of private equity fund administration and accounting services.
James holds a Masters in Corporate Governance from Bournemouth University, a BSc (Hons) in Accounting and Finance from the University of Essex, is a Fellow of the Association of Chartered Certified Accountants and an Associate of the Institute of Chartered Secretaries and Administrators.
Helen is Company Secretary, Compliance Officer and MLRO for Zenith Trust Company Limited, having joined Zenith in January 2014.
Helen has substantial experience in managing a variety of assets, such as commercial property, yachts and shares, through a wide range of fiduciary structures including discretionary trusts and companies from several jurisdictions.
Helen is an Associate of the ICSA and a member of the Society of Trust and Estate Practitioners. She holds an MSc in Corporate Governance.
Paul has over 30 years experience within the finance sector and has held board positions with HSBC, RBSI and BNP Paribas in Guernsey. Prior to joining JTC, he was Managing Director of RMB Investment Services Limited and brings with him a wealth of experience in the provision of fund administration services. Paul is a member of the Institute of Directors and the Institute of Chartered Secretaries and Administrators.
Paul has gained an MSc in Corporate Governance and Administration and is a Fellow of the Institute of Secretaries.
Chris qualified as a Chartered Secretary in 2013 and has a Masters Degree in Corporate Governance from Bournemouth University having studied with the GTA University Centre.
He started in the Finance Industry in 2000 working as a Trust and Company Administrator whilst studying for the ICSA Certificate and then Diploma in Offshore Finance and Administration with the College of Further Education. Since then he has been employed in various roles within the Finance Industry for over 14 years, more recently as the Company Secretary and Money Laundering Reporting Officer to a Fiduciary business licensed in Guernsey and Malta.
Chris is currently broadening his areas of experience by working in a compliance function for a locally licensed Bank, which is also regulated under the Investment and Fiduciary regimes, reporting directly to the Guernsey Head of Compliance
Kate is Head of University Programmes at the GTA University Centre, as well as being the company secretary and fulfilling the HR function for the organisation. She joined the GTA in 2003 after spending ten years working in an HR function within the States of Guernsey. Kate holds a BA (Hons) in History from the University of Chichester, is an Associate of ICSA, has also completed a Postgraduate Certificate in Digital Marketing with the University of Southampton.
Clive is a Manager within Zedra Group, formerly Barclays Wealth, in Guernsey and acts as Company Secretary to Zedra Fund Managers (Guernsey) Limited and their CISE listed fund as well as having responsibility for Client Relationship Management for ultra-high net worth clients. Clive has over 20 years experience within the offshore financial services industry having qualified as a Chartered Certified Accountant while working in financial control of a private trust company. Prior to joining Barclays Wealth he worked with some of the smaller, independent, fund administrators; starting off with responsibility for financial reporting and then managing a team specialising in the administration of open-ended funds.
Clive has an MSc in Corporate Governance from Bournemouth University, is a Fellow of the Chartered Association of Certified Accountants, is an Associate member of the Institute of Chartered Secretaries and Administrators, is a Chartered Member of the Institute for Securities and Investments and holds both the Investment Management Certificate and the Islamic Finance Qualification.
Danielle joined the finance industry in 2010 with Northern Trust before joining Carey Group in February 2014. Danielle is currently a Senior Client Relationship Manager in the Middle East private client team.
Prior to this, Danielle worked in the travel industry in both Guernsey and Australia.
Since joining the finance industry Danielle has attained professional qualifications with the Securities Institute, The Institute of Administrative Management and is a Chartered Secretary of the Institute of Chartered Secretaries and Administrators. Danielle holds an MSc in Corporate Governance and is half way through her studies to complete the ACCA qualification, a dual qualification which will also gain her a BSc in Applied Accounting.