Management Team

Mary joined Swiss Financial Services Ireland in December 2006 as Manager of Fund Accounting. She had worked for the previous nineteen years in the financial services industry in both London and Dublin. The five years prior to joining Swiss Financial Services were spent working with PNC Global Investment Servicing (now part of Bank of New York Mellon) in fund administration. She is a Fellow of the Association of Chartered Certified Accountants in Ireland. Mary was appointed to the Board in March 2022 and assumed the role of Managing Director in July 2022.

Simon joined Swiss Financial Services Zurich in 2018, where he became Group COO in 2019. Simon started his career in finance as an apprentice with Schweizerische Kreditanstalt (Credit Suisse) in 1990. He later worked for Credit Suisse First Boston as an investment controller with the fixed income prop trading desk. He joined RMF (later part of Man Investments) in 2000 where he headed the Managed Accounts & Pricing Team until 2005. Simon was the portfolio manager for RMF’s Hedge Fund Ventures hedge fund seeding product until 2010. From 2011 to 2017 he was portfolio manager for multiple (mainly multi-asset) funds with Northern Star Partners in Helsinki, Finland. Simon received his Bachelor of Business Administration (Major: Banking & Finance) from the Zurich University of Applied Sciences Winterthur, Switzerland.

Allard joined Swiss Financial Services Group as Chief Services Officer in November 2024. Allard has over 25 years of experience in the fund services industry, having started his career as a fund administrator for Citco Fund Services in the Caribbean and Europe and working in Singapore for Bermuda Trust, HSBC, as head of Alternative Fund Services, and Portcullis as managing director for Fund Services. Allard was a director of Operational Due Diligence at KBC Alpha and was chairman of the Singapore Fund Administrators Association from 2009 until 2014. Allard has a great interest in impact investing and family offices and sits on the board of several impact investment funds and family office fund structures since 2015.

Joe started his career with Swiss Financial Services USA in 2001 and was a key member of the initial Swiss Financial Services Singapore Team from 2006. In 2010 he joined BNP Paribas Securities Services (“BPSS”) (then known as Fortis Prime Fund Solutions (S) Pte Ltd) in Singapore in 2010. At BPSS, Joe was the Director, Sales and Relationship Manager. He also held various positions in the Alternative Investor segment there in both Hong Kong and Singapore, including Head of Fund Accounting APAC, Client Services Manager and Fund Accounting Manager. Joe re-joined Swiss Financial Services Singapore in January 2021 as Managing Director and was appointed to the Board in 2023.

Laura joined Swiss Financial Services Ireland in 2007 and up to her appointment to current role in 2022, managed the shareholder services department as well as acting as Compliance Officer and MLRO.  Previously she worked at JP Morgan & BNY Mellon as a relationship manager and also worked with Hewlett Packard International Bank as a payments specialist.  She holds a Bachelor of European Commerce with French and a Professional Diploma in Compliance.

Karl became the CEO of the Swiss Financial Services Group in July 2010 and is a family member of the majority shareholder of Swiss Financial Services Holding AG, the parent company of all Swiss Financial Services entities. Karl joined Swiss Financial Services in 2003 as Director of Strategic Projects. Prior to that, he worked at Hewlett Packard as a senior consultant for the Financial Services Industry (“FSI”) practice and was the global leader for the FSI Knowledge Management program. Karl received his MBA (lic. oec. HSG) from the University of St. Gallen (Switzerland) and his undergraduate degree from the University of Zurich, Switzerland.