Experience

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  TMF Group

  • Jersey

  • Head of Client Compliance - Jersey

    • Jun 2021 - Present
    • Jersey

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  Westminster Asset Management

  • Jersey

  • Investment Director

    • May 2020 - Apr 2021
    • Jersey

    Westminster Asset Management provides investment solutions to high net worth individuals and family offices, and their advisers, with an emphasis on capital preservation and clear achievement of objectives combined with a highly personalised service.

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  Stanhope Capital (Jersey) Limited

  • Jersey

  • Director; Portfolio Manager; Deputy Compliance Officer

    • Jan 2015 - May 2019
    • Jersey

    Jonathan was a founder Director of Stanhope Capital (Jersey) Limited and a Non Executive Director on the Management board of the Stanhope Group from 2011-2017. He has over 20 years’ experience within the Investment management industry covering both the UK and offshore markets.Being part of a small team in a separate jurisdiction with its own regulatory requirements required a sleeves up, hands on, multi-tasking approach covering business development, portfolio management, client management, board responsibilities and Deputy Compliance Officer. Jonathan is a Chartered Fellow of the Chartered Securities Institute (“CISI”) and a Chartered Wealth Manager and holds the Investment Management Certificate and CISI Diploma (Level 6). In 2004 he was a winner of the CISI Diploma Private Client Investment Advice & Management Award.

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  Ivey Cox Consulting Limited

  • Jersey

  • Founding Partner

    • Apr 2007 - Apr 2019
    • Jersey

    I set up Ivey Cox, with a good friend, on returning to Jersey, to set up and run my own business. Our model was to help developing asset managers find additional long term capital to manage, with a fee structure that was long term in nature and aligned our interest with theirs.At its peak, Ivey Cox was receiving fee shares on over £450m of AUM. We moved to passive mode in 2014 as the environment for new managers became more challenging.

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  Stanhope Capital (Cayman) Limited

  • Jersey

  • Non Executive Director

    • Jan 2011 - Feb 2017
    • Jersey

    NED of Stanhope Group parent company.

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  Asset Risk Consultants (Jersey) Limited

  • Jersey

  • Chairman, Compliance Officer, MLRO

    • Apr 2008 - Dec 2009
    • Jersey

    Part time role to help ARC establish its Jersey office

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  Lazard Asset Management

  • London, United Kingdom

  • Director - Head of Client Service; Head of Private Clients

    • Nov 1999 - Apr 2007
    • London, United Kingdom

    Over my 7 (very enjoyable) years at LAM, I progressed from Private Clients Business Development to Director - Private Clients, Head of Private Clients and Charities and then Head of Client Service, responsible for Institutions as well as Private Clients and Charities. Clients were predominantly large UK, Continental European and Middle East pension and sovereign funds. After a challenging restructure, we went through a period of significant and sustained business growth.I left LAM to return to Jersey for family reasons and to start my own business.

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  Newton International Inv Mngt; Newton Fund Managers (CI) Ltd

  • London, United Kingdom; Jersey

  • Director - Sales & Marketing; Chairman

    • Jun 1990 - Apr 1999
    • London, United Kingdom; Jersey

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  British Army

  • Minden, North Rhine-Westphalia

  • Short Service Limited Commission

    • Jan 1984 - Aug 1984
    • Minden, North Rhine-Westphalia

    2nd Battalion, The Royal Green Jackets