Key People
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Wayne Green

Joint Managing Director

Wayne has responsibility for business development, client relations, marketing and legal. He joined the Marlborough Group in 1998 and has experience of fund accounting, the transfer agency function, marketing and as Compliance Officer.

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Allan Hamer

Joint Managing Director

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.

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Helen Redmond

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.

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Dom Clarke

Finance Director

Dom trained with Deloitte in banking and securities audit and has post-qualification experience at Promethean and Clearwater International. Dom has six years’ experience at Marlborough including working on the successful acquisition and integration of IFSL. Dom was promoted to Finance Director in April 2014.

Helen Derbyshire

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.

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Guy Sears

Non-Executive Director

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.

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Richard Goodall

Director of Strategy and Business Development

Richard’s role is to help capitalise on strategic opportunities created by changing dynamics in the industry and to drive continuing growth across the Marlborough Group.

He has more than 30 years’ financial services experience and joined the group in 2018 from Parmenion, where he spent four years as Distribution and Marketing Director. Prior to that he was Managing Director, UK Business Transition, for SEI and Sales and Marketing Director for Ascentric.

Martin Ratcliffe

Associate Director Business Development

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.

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Bob Southgate

Business Development Consultant

Bob has over 40 years’ experience in the fund management industry. Until recently he was Head of UK Depositary & Trustee Services at HSBC and prior to that held senior management positions at several asset management companies.

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Simon Chalkley

Associate Director Relationship Management

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.

Nicky Jones

Relationship Manager

Nicky provides support for clients whose funds we host and helps to identify potential areas of growth. She joined the Marlborough group in 2016 and has two decades’ financial services experience working in operational and client management roles.

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James Nolan

Head of Change

James oversees changes made to funds and fund documents. He joined the Marlborough group in 2017 and has worked in the funds industry since 2000, initially in technical services and then ACD compliance.

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Nathan Glynn

Associate Director Marketing

Nathan has been with the Marlborough Group since 2001 and headed up the transfer agency function before moving over to marketing in 2005.

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Caroline Hawkes

Associate Director Fund Administration

Caroline has over 28 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.

Sally Helston

Associate Director Dealing & Registration and Investor Support

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.

Investment Fund Services Limited Marlborough House 59 Chorley New Road Bolton BL1 4QP

Investment Fund Services Limited (IFSL) is registered in England No 06110770. Authorised and regulated by the Financial Conduct Authority and a member of The Investment Association. Powered By The Media Cabin