Members

Our members are TA & FA practitioners, if you are interesting in joining and would like to find out more, please get in contact with us.

View Initiatives
Contact Us
a group of people sitting around a table

Our Member Firms

Our members are recognised leaders in the Third Party Transfer Agency services, Platforms and large fund managers with in house services with clients representing both Institutions to retail customers.

Apex Group Limited

Brown Brothers Harriman Luxembourg S.C.A.

BNY Mellon

Fidelity International

FIS Global

HSBC

NT

SS&C

GFS Primary Members

Jonathan Willis

Chair of Global Fund Services

Jon is now an Independant Consultant specialising in the funds industry. Prior to this Jon was responsible for leading HSBC GD&TA business globally from January 2019 to Q3 2024.  Prior to HSBC Jon was Chief Industry Officer at Calastone.  As a key member of the Calastone senior leadership team, Jon focused on leading Calastone’ s key relationships with strategic industry groups to ensure that Calastone is correctly represented across all relevant bodies.  Prior to joining Calastone Jon spent 4 years at BNY Mellon as Head of Transfer Agency EMEA & APAC, leading transfer agency services outside of the US. Jon also served on the board of BNYM IL.

Prior to that Jon was the Chief Administration Officer at International Financial Data Services Limited, State Street’s transfer agency organisation, for 13 years. Here he had responsibility for all aspects of service to clients.

Manuel Dienhart

Deputy Chair Global Fund Services & Asset Servicing Product Business Head – BBH

Manuel Dienhart is a Principal at Brown Brothers Harriman (BBH) based in Luxembourg.
He serves as Global Asset Servicing Business Head within BBH Investor Services, which
provides asset servicing and operating model solutions to the world’s leading asset
managers and financial institutions.
Manuel leads BBH’s asset servicing product vision, strategy, and roadmap across
Custody, Fund Services, Transfer Agency, Alternatives, and ETF servicing. He is focused
on developing solutions that enable asset managers to grow globally across asset
classes, enhance the investor experience, build more efficient operating models, and
strengthen oversight and control.
Since joining BBH in 2004, Manuel has held a number of senior leadership roles across
the firm in Boston, Dublin, and Luxembourg and has played a key role in growing the
BBH’s funds business globally. His experience spans product development, client
service, operating model design, and technology-enabled solutions that help clients
navigate an increasingly complex investment ecosystem.
Prior to his current role, Manuel served as Transfer Agency Product Executive and
Global Head of Transfer Agency. He was also Chief Executive Officer of BBH Fund
Administration Services Ireland and led the Client Service Group supporting alternative,
ETF, and traditional fund clients in Boston. Before joining BBH, Manuel held various
roles at an asset manager in Luxembourg and began his career at a savings bank in
Germany.
Manuel serves as a Director of Brown Brothers Harriman Fund Administration Services
Ireland and is a member of the Authorized Management and a Director of BBH
Luxembourg.
Manuel is a Diplomierter Bank Betriebswirt (Frankfurt School of Finance), Bankfachwirt
(IHK) & Bankkaufmann (IHK).

Greg Whitaker

Regional Head of Transfer Agency – Apex Group

Greg Whitaker is a senior leader with extensive experience across Transfer Agency, fund services and financial market infrastructure. Greg works with asset managers and financial institutions to support scalable, compliant servicing models across traditional and digital fund structures. He has previously held senior leadership roles within asset servicing, platform and technology businesses, with responsibility for strategy, client delivery, product development, and risk and compliance oversight. His background spans the intersection of technology, regulation and fund operations, with a strong interest in modernising fund infrastructure, including tokenisation, data standardisation and the role of technology in supporting resilient financial markets.

Katey Neate

CEO BNY Mellon (International) Limited & Global Head of Investor Services

Katey Neate is Global Head of Investor Solutions at BNY, a global financial services company that makes money work for the world – managing it, moving it and keeping it safe. In her 20+ year career at BNY, Katey has held senior leadership roles in Risk, Digital Assets and Asset Servicing. Alongside her current role leading Investor Solutions, Katey is the CEO of BNY’s UK Bank, and sits on the boards of BNY Pershing EMEA and BNY Investments Limited.

Robin Plane

Head of Global Transfer Agency – Fidelity International

Robin was appointed Head of Global Transfer Agency in October 2019 after holding several senior roles within Fidelity where Robin has been employed for 27 years. Prior to joining Fidelity Robin worked with PwC and is a Chartered Accountant.

Sandy Edmond

VP, BPS TA, Capital Markets – FIS Global

With more than 27 years of experience in the financial services industry, Sandy specializes in strategic planning, business transformation, and operational leadership across both in-house and third-party transfer agency organizations.

At FIS, Sandy leads Global Client Services, encompassing global contact centres, client advocacy, and client initiatives teams. Responsible for enhancing client experience, strengthening strategic partnerships, and supporting the division’s objectives of sustainable growth, profitability, and operational excellence. Sandy also serves as the SMF18 Senior Management Function holder for the FIS UK regulated entity.

Throughout her career, Sandy has developed extensive expertise in change management, project delivery, product management, and large-scale business transformation. Passionate about mobilizing global teams, fostering collaboration, and delivering strategic outcomes that support business evolution, long-term growth, and shareholder value.

Dani Mundra

Head of UK Transfer Agency – Northern Trust

Dani is the Head of UK Transfer Agency business at Northern Trust, leading the strategic direction, operational delivery and transformation of services provided to third-party administration clients. She is responsible for driving operational excellence, regulatory compliance, risk management and client outcomes, whilst shaping the future operating model across the UK.

Dani has 30+ experience in the Financial Services industry. Since joining Northern Trust in 2016, Dani has held several senior leadership roles, building extensive expertise across operations, governance, CASS and Consumer Duty compliance. Prior to Northern Trust, she was a Senior Manager at BNY Mellon.

Sue Conley

Head of Operations – SS&C

Sue Conley is a seasoned operations leader with over 20 years of experience in financial services, known for combining strategic vision with a people-first approach to leadership. As Head of European Operations at SS&C she brings deep expertise in client services, operational excellence, and organisational transformation, with a strong track record of elevating customer experience while driving performance at scale.

GFS Secondary Members

Catherine Griffiths

Country Head for Isle of Man and Global Head of Transfer Agency Product – APEX

Catherine Griffiths is the Country Head for Apex Group in the Isle of Man and Global Head of Transfer Agency Product, with over 35 years of experience in fund administration, transfer agency, investor services, and financial services leadership.

She is responsible for driving the global transfer agency strategy across multiple jurisdictions, leading product innovation, digital transformation, automation, and emerging technology initiatives that support the evolving needs of asset managers, fund distributors, and investors worldwide.  

Throughout her career, Catherine has held senior leadership positions with Apex Group, Citco Fund Services, Barclays Wealth, Bank of New York Mellon, HSBC Securities Services, and other leading financial institutions. She has extensive experience leading international teams, delivering large-scale transformation programmes, and developing solutions that enhance operational efficiency, regulatory compliance, and client outcomes.

A recognised industry leader, Catherine has also served as Chair and Vice-Chair of the Isle of Man Wealth & Fund Services Association and is a regular contributor to industry discussions on the future of transfer agency, digitalisation, and investor servicing.

Ben Szymanski

Global Head of Transfer Agency Product – BBH

Ben is responsible for the strategic vision and development of the TA product offering. Ben joined BBH in 2016 as the technology lead for IOBR (BBH’s inhouse developed investor onboarding and monitoring platform) and Infuse TA (BBH’s Client Portal) prior to joining the TA Product team in 2020.

Dawn Wylie

Director, Transfer Agency Product – BNY Mellon

Jennifer Holohan

Head Of Transfer Agency, UK & Ireland – Fidelity International

Over 20 years’ experience in financial services with a strong focus on transfer agency, risk management and delivery of exceptional client service.

Dervla Glennon

Investor Services & Transfer Agency Solution Manager at FIS Global

Dervla has more than 20 years of experience across the EMEA market, with a special interest in investor services, transfer agency, governance, and business transformation. With FIS Global since June 2024, Dervla, provides strategic leadership and industry expertise to help FIS & its clients navigate complex operational and regulatory environments.

Previously,  Dervla served as Head of Transfer Agency EMEA at StateStreet, overseeing operations, product strategy, governance, and transformation initiatives across multiple jurisdictions. Earlier leadership roles at IFDS Europe and State Street included driving organisational change, corporate restructuring, and the implementation of robust governance and risk frameworks.

Saousen Azem

Manager, Transfer Agency – Northern Trust

Saousen Azem is a senior leader within Northern Trust’s Luxembourg Transfer Agency business, with responsibility for transfer agency operations, investor servicing and client delivery across a diverse range of investment fund structures. She partners closely with clients, regulators and internal stakeholders to drive operational excellence, risk oversight and service innovation.

With extensive experience in transfer agency and financial crime compliance, Saousen has led complex onboarding, remediation and transformation initiatives supporting both traditional and alternative investment products. She is recognised for her collaborative leadership style and commitment to delivering strong client outcomes while maintaining a robust control environment and regulatory compliance framework.

Nikki Morgan

Head of Transfer Agency UK at State Street and brings more than 25 years of experience across the financial services industry, including over a decade in senior Transfer Agency leadership roles.

Throughout her career, Nikki has held senior leadership positions across asset management, platform and wealth businesses, with over 10 years of Transfer Agency experience and extensive expertise in investor servicing, client operations, pensions, ISA products, regulatory change, and operational transformation. Prior to joining State Street, Nikki spent several years in senior management roles at Northern Trust.

Lisa Layborn

Director – SSC Technologies

Lisa Laybourn is a Director, Relationship Management at SS&C Technologies, and a leader with 25+ years experience across client relationships, influencing government and regulatory policy, and operational governance. She brings expertise spanning CASS, Consumer Duty and complex problem solving in regulated environments, combining strategic insight with a practical outcome focused approach. Previously Lisa took a lead role in shaping TISA’s strategy, working across industry stakeholders and regulatory priorities. She is known for building trusted senior relationships, navigating complexity and delivering solutions that balance client needs, regulatory expectations and commercial priorities.

Ready to raise fund operations standards together? Join our global member community today.

Gain peer support, credible influence, and practical tools that deliver measurable operational improvements.

Contact us