Director – Head of Funds
Lisa joined Vistra as Director, Head of Funds in the Guernsey office in November 2021. Lisa has responsibility for service delivery for the funds administration business on the Island.
Lisa has more than 25 years’ experience in the finance industry, including 15 years within the funds sector in senior roles in fund administration, custodian trustee and sector-specific banking. With a wide range of experience of both open and closed-ended fund structures, variety of asset classes including equity funds, funds of funds, private equity, debt funds, real estate and infrastructure.
With a proven track record in managing key client relationships, Lisa has extensive knowledge of the regulatory, risk and compliance environment and has significant experience in operational and corporate governance matters.
Lisa has the following qualifications; CFA UK Level 3 Certificate in Investment Management, CLT International Advanced Certificate in Fund Administration, CLT International Diploma in Fund Administration, CISI Investment Advice Diploma (level 4) and a Chartered Banker Certificate in Lending Skills.
Lisa’s native language is English.
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