Gavin joined Appleby Global Services (AGS) in March 2019 as a Director in the Jersey office to lead Fund Services and Reporting Services both locally and for the wider group
He has more than 20 years’ experience in both the offshore and onshore financial services industry. Prior to joining AGS Gavin was a Director and Head of Fund Services at a leading Jersey based provider. He also spent 13 years with another European based provider as a Client Director in the Fund Administration team and roles within the Real Estate, Structured Finance and Employee Benefits teams.
Gavin’s experience is predominantly in the provision of administration services to Private Equity, Venture Capital and Real Estate funds where he has acted as a board director including those regulated by the Jersey Financial Services Commission and the Cayman Islands Monetary Authority.
His fund clients included experienced and start up managers and ranged in type from Unregulated Funds and Jersey Private Funds to Expert Funds and Unclassified Funds, including those classified as AIFs and AIFMs marketing into the EU under National Private Placement Regimes.
Gavin’s strong technical expertise and accounting background has allowed him to effectively communicate with and support his fund clients and managers at all stages of their fund life-cycles and provide substance to their operations in Jersey.
His experience in the administration of Structured Finance structures includes note issuance programs, commercial paper and medium term note structures and acting as director. Gavin also has experience with Employee Incentive structures, for which he was a director on the board of the trustee companies.
In his previous roles Gavin has worked in internationally based Accounting and Regulatory audit teams in the Investment Funds and Pensions sector and at AGS he oversees the sector based IFRS financial reporting and the Regulatory reporting team for EU AIFMS Annex IV, FATCA and CRS.
Gavin is a Chartered Accountant and a member of the Institute of Chartered Accountants of Scotland and holds a BA (Hons) degree in Business Studies with honours in Accounting from the University of Strathclyde.