James Tracey

Non Executive Director at [undisclosed]
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Contact Information
us****@****om
(386) 825-5501
Location
GG
Skills

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Ian Smith MCSI

I have worked with James for over 4 years, he is an exceptionally bright individual who knows exactly where he wants to be. His progression within Close Fund Services has been astounding but entirely deserved. James has an exceptional knowledge of the funds business and the clients of Close Fund Services. His professionalism and insight have proved James to be a worthy mentor.

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Credentials

  • Strategic Thinking
    LinkedIn
    May, 2019
    - Nov, 2024

Experience

  • [undisclosed]
    • Financial Services
    • 100 - 200 Employee
    • Non Executive Director
      • May 2022 - Present

  • Oak Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • May 2022 - Present

      Leading and supporting the Guernsey fund administration team of Oak Group Leading and supporting the Guernsey fund administration team of Oak Group

  • Guernsey Investment & Funds Association
    • Guernsey
    • Financial Services
    • 1 - 100 Employee
    • Executive Committee Member
      • May 2019 - May 2022

  • JTC Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Managing Director
      • Jul 2018 - May 2022

      As Managing Director of a publicly listed, award-winning provider of fund, corporate and private wealth services to institutional and private clients, I am responsible for all of JTC’s business divisions and operations in Guernsey. This also includes supporting product structuring/establishment, managing ongoing client relationships, business development and business strategy.

    • Managing Director
      • Jul 2018 - May 2022

    • Senior Client Director
      • Jul 2017 - May 2022

    • Director - Client Relationships - Fund Administration
      • Aug 2015 - May 2022

      JTC is a multi-jurisdictional, independent provider of corporate, fund and private client services. Established for over 25 years, it has significant global experience and over £36 billion assets under administration. With a highly qualified and multilingual workforce of over 450 employees worldwide, JTC are able to provide a global service to our clients via our network of local offices in Argentina, Brazil, British Virgin Islands, Cayman Islands, Guernsey, Jersey, Luxembourg, Malta, Mauritius, New Zealand, South Africa, Switzerland and the UK, as well as USA representative offices in Miami and New York, and alliance offices in Hong Kong, Labuan, Malaysia and Singapore.

    • Managing Director
      • Jul 2018 - Apr 2022

  • SG Kleinwort Hambros
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Director
      • Sep 2011 - Aug 2015

  • Close Brothers Asset Management
    • United Kingdom
    • Financial Services
    • 500 - 600 Employee
    • Director (Fund Services)
      • Sep 2009 - Sep 2011

    • Head of CRM (Fund Administration)
      • 2008 - Oct 2009

Education

  • Massey University
    Bachelor of Business Studies, Finance and economics
    1998 - 2000
  • BBS, Economics and Finance
    1998 - 2000
  • Bachelor of Business Studies (BBS), Finance and economics
    1998 - 2000

Community

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