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Home > People > Stuart Wallbridge

Stuart Wallbridge

Senior Director - Fund Services

Stuart joined JTC following the acquisition of Kleinwort Benson’s fund administration business in 2015 and managed the running of the Guernsey Investor Services Team which looks after a wide variety of offshore and onshore fund structures.

During his time in the Guernsey office, he undertook the role of Nominated Officer (Deputy MLRO) for JTC Fund Solutions (Guernsey) Ltd and is also recognised as both one of our FATCA champions and specialist in Client Due Diligence (CDD) and investor onboarding providing guidance to many areas of the business across our specific funds jurisdictions.

In 2016, Stuart was appointed Project Manager for the implementation and development of PureFunds, Transfer Agency system. His involvement and input was key in the delivery of a fully integrated CDD management and monitoring module, FATCA & CRS Reporting tool, document management, and Investor Portal alongside the existing functionality.

Stuart has additionally assisted the business in a number of key strategic operational changes, including the setting up of a Cape Town Investor Services team which provides significant administration support to Guernsey. He has also managed the launch of a number of different new client fund structures as well as the successful migration of live funds onto the JTC platform.

Most recently Stuart has relocated to JTC’s Cayman office to work in the role of Senior Director with responsibility for the day to day running of the Cayman business and supporting new business development.

Qualifications

  • ICSA Cert

In Their Spare Time

Before his financial services career, Stuart was a professional golfer for 10 years. He has now put down his clubs for good to compete as a racing cyclist and has represented Guernsey on an international level. Stuart also enjoys playing the guitar, surfing, cooking and spending time with his nephew and nieces.

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