Areas of Expertise

• Funds and Corporate
• Private Equity, Venture Capital, Digital Assets
• GP/LP, Company, SPV, Carry Vehicles, Friends & Family Structures
• Jersey Private Funds, Expert Funds

Overview

Jonathan is an Associate Director and one of the founding members of Oakbridge’s Funds business.

Jonathan leads our Client Solutions department, and is responsible for client onboarding as well ongoing CRM duties. His team engages with clients during the early stages of the relationship, working with them to define the optimum approach and their exact requirements. He works with legal and other advisors to establish client structures, coordinating regulatory approval where required.

Additionally, Jonathan also helps manage Systems Development & Integration and Business Development to help Oakbridge grow its client base and technology.

Prior to joining Oakbridge, Jonathan was an Assistant Manager at Apex Fund and Corporate Services (Jersey) Limited where he was the primary point of contact for a portfolio of 5 clients, including one of Apex’s largest and most prestigious clients, and their funds of which some were fully regulated. Jonathan and his team of administrators were responsible for the provision of comprehensive fund administration for these clients.

Qualifications & Memberships

• Bachelors Degree in Financial Services, Plymouth University