ABOUT

FUNDHOST

At the heart of our approach is a belief in partnership. We take time to understand your business and help you achieve your goals.

We understand what it takes to build, operate and distribute a successful fund. We know the issues you need to consider. We will bring ideas to the table and challenge your thinking to ensure your fund is positioned for success. Some of the benefits of working with Fundhost include:

  • FOCUS

    We take care of your compliance and administration so you can focus on investment management.

    SAVINGS

    We bring your product to market faster and maintain your fund more efficiently, saving you time and money.

  • PRODUCT DESIGN

    We help ensure your fund meets the needs of investors and is supported by a suitable sales strategy for wholesale and retail markets.

    COMMITMENT

    We are committed to a limited number of carefully chosen managers, ensuring high-quality service for all our clients.

We are not looking for equity in your business, nor do we have our own funds management operations. This allows us to concentrate on helping you grow without conflicts of interest.

Our

TEAM

Anne Ridgway

Director, Joint Chief Executive Officer

Anne’s key responsibilities include overall business strategy and execution, developing business processes, communication and staffing.

Anne has 20 years experience in financial services in banking, funds management, superannuation and capital markets including 3 years at Mallesons Stephen Jaques and 3 years at Bankers Trust Australia Limited.

Anne has also run a successful consulting business with a focus on development of new markets, new products and new business paradigms in financial services. Typical projects involve taking financial services businesses into new areas for the first time.

Being well versed in the technical issues for a number of areas of financial services is an asset, given the recent spate of regulatory and tax changes.

Anne holds a Bachelor of Arts and a Bachelor of Laws University of Sydney and holds a Graduate Diploma in Applied Finance and Investment.

Anne Ridgway

Director, Joint Chief Executive Officer

Anne’s key responsibilities include overall business strategy and execution, developing business processes, communication and staffing.

Anne has 20 years experience in financial services in banking, funds management, superannuation and capital markets including 3 years at Mallesons Stephen Jaques and 3 years at Bankers Trust Australia Limited.

Anne has also run a successful consulting business with a focus on development of new markets, new products and new business paradigms in financial services. Typical projects involve taking financial services businesses into new areas for the first time.

Being well versed in the technical issues for a number of areas of financial services is an asset, given the recent spate of regulatory and tax changes.

Anne holds a Bachelor of Arts and a Bachelor of Laws University of Sydney and holds a Graduate Diploma in Applied Finance and Investment.

Bio > Close

Drew Wilson

Joint Chief Executive Officer

A former Boutique Fund Manager, Drew joined Fundhost as Head of Sales in 2011 and was appointed Joint-CEO in 2015.

Drew co-Founded Atom Funds Management, a small cap manager. Fundhost was (and is) the RE/Administrator of the fund. After selling the business to Sanlam Limited in 2011, the fund was renamed the 8IP Australian Small Companies Fund. Drew oversaw sales, marketing and operations for Atom

Coming from Canada in 2000, Drew was the MD of TD Asset Management’s eCommerce division. Drew developed Canada’s first online fund trading platform as well building the award winning TD eFunds family of funds – Canada’s first internet only class of mutual fund

Drew holds a Bachelor of Business Administration with duel concentrations in Finance and Marketing from Bishop’s University, Quebec Canada. Besides funds management and electronic distribution, he’s an avid sailor, passionate motorcyclist and really really bad at golf.

Drew Wilson

Joint Chief Executive Officer

A former Boutique Fund Manager, Drew joined Fundhost as Head of Sales in 2011 and was appointed Joint-CEO in 2015.

Drew co-Founded Atom Funds Management, a small cap manager. Fundhost was (and is) the RE/Administrator of the fund. After selling the business to Sanlam Limited in 2011, the fund was renamed the 8IP Australian Small Companies Fund. Drew oversaw sales, marketing and operations for Atom

Coming from Canada in 2000, Drew was the MD of TD Asset Management’s eCommerce division. Drew developed Canada’s first online fund trading platform as well building the award winning TD eFunds family of funds – Canada’s first internet only class of mutual fund

Drew holds a Bachelor of Business Administration with duel concentrations in Finance and Marketing from Bishop’s University, Quebec Canada. Besides funds management and electronic distribution, he’s an avid sailor, passionate motorcyclist and really really bad at golf.

Bio > Close

Jonathan Hestelow

Chief Financial Officer, Head of Fund Administration

Jonathan commenced at Fundhost in May 2008 and is responsible for fund administration, including fund accounting, unit pricing and registry. He is also a Responsible Manager for Fundhost.

Jonathan has been involved in financial services for 30+ years, working with AMP, Colonial First State and Mariner. Jonathan has had experience in a variety of roles such as fund accounting & tax, unit pricing, system administration, statistics and projects.

Jonathan holds a Bachelor of Commerce (Accounting) from Newcastle University, is a Fellow of Financial Services Institute of Australasia and a Certified Practicing Accountant.

Jonathan Hestelow

Chief Financial Officer, Head of Fund Administration

Jonathan commenced at Fundhost in May 2008 and is responsible for fund administration, including fund accounting, unit pricing and registry. He is also a Responsible Manager for Fundhost.

Jonathan has been involved in financial services for 30+ years, working with AMP, Colonial First State and Mariner. Jonathan has had experience in a variety of roles such as fund accounting & tax, unit pricing, system administration, statistics and projects.

Jonathan holds a Bachelor of Commerce (Accounting) from Newcastle University, is a Fellow of Financial Services Institute of Australasia and a Certified Practicing Accountant.

Bio > Close

Karen Muspratt

Company Secretary, Head of Operations

Karen commenced at Fundhost in September 2011 and is responsible for assisting the Fund Administration team complete fund accounting, unit pricing and registry deliverables, as well as the introduction of new products and systems as required. She is also a Responsible Manager for Fundhost.

Karen has been involved in financial services for 20+ years, working with Perpetual, RBC Global Services, Asteron and IAG Asset Management. Karen has had experience in a variety of roles such as fund accounting and tax, unit pricing, business solutions, finance and operations.

Karen is a Certified Practicing Accountant, holds a Bachelor of Business (Accounting) from Charles Sturt University, and has completed a Masters of Applied Finance (Financial Markets) via Kaplan.

Karen Muspratt

Company Secretary, Head of Operations

Karen commenced at Fundhost in September 2011 and is responsible for assisting the Fund Administration team complete fund accounting, unit pricing and registry deliverables, as well as the introduction of new products and systems as required. She is also a Responsible Manager for Fundhost.

Karen has been involved in financial services for 20+ years, working with Perpetual, RBC Global Services, Asteron and IAG Asset Management. Karen has had experience in a variety of roles such as fund accounting and tax, unit pricing, business solutions, finance and operations.

Karen is a Certified Practicing Accountant, holds a Bachelor of Business (Accounting) from Charles Sturt University, and has completed a Masters of Applied Finance (Financial Markets) via Kaplan.

Bio > Close

Kim Vu

Senior Fund Administrator

Kim joined Fundhost in 2010.

Her role includes fund accounting, unit pricing and performance calculation, attending to investor enquiries, processing applications and redemptions and investor requests, as well as preparing fund reporting.

Kim holds a Bachelor of Business (Accounting) from the University of Western Sydney and has completed an Advanced Diploma of Accounting.

Kim Vu

Senior Fund Administrator

Kim joined Fundhost in 2010.

Her role includes fund accounting, unit pricing and performance calculation, attending to investor enquiries, processing applications and redemptions and investor requests, as well as preparing fund reporting.

Kim holds a Bachelor of Business (Accounting) from the University of Western Sydney and has completed an Advanced Diploma of Accounting.

Bio > Close

Stathis Messaris

Fund Administrator

Stathis joined Fundhost in June 2016.

His role includes unit pricing and unit registry, including attending to investor enquiries, processing applications and redemptions and investor requests, as well as general office administration.

Stathis completed a Bachelor of Commerce, majoring in Accounting and Economics in September 2015 from Macquarie University.

Stathis Messaris

Fund Administrator

Stathis joined Fundhost in June 2016.

His role includes unit pricing and unit registry, including attending to investor enquiries, processing applications and redemptions and investor requests, as well as general office administration.

Stathis completed a Bachelor of Commerce, majoring in Accounting and Economics in September 2015 from Macquarie University.

Bio > Close

Chloe Thi

Fund Administrator

Chloe joined Fundhost in November 2013.

Her role includes unit pricing, unit registry-including processing application, redemptions and attending to investor enquiries.

Chloe completed a Bachelor of Business, majoring in Accounting from the University of Western Sydney.

Chloe Thi

Fund Administrator

Chloe joined Fundhost in November 2013.

Her role includes unit pricing, unit registry-including processing application, redemptions and attending to investor enquiries.

Chloe completed a Bachelor of Business, majoring in Accounting from the University of Western Sydney.

Bio > Close

Maria Pimentel

Fund Administrator

Maria joined Fundhost as a Fund Administrator in May 2016.

Maria has been involved in financial services for 21 years, working with CBA, NAB, Perpetual Ltd, AMP and Link Market Services.

Her role includes unit pricing and performance calculation, attending to investor enquiries, processing applications, redemptions, transfers and investor requests, as well as preparing monthly reports.

Maria completed a Bachelor of Science in Mathematics from the University of the City of Manila, Philippines.  She has Certificate III in Financial Services from Origin Human Resources Pty Ltd, Unit Trust Administration from Securities Institute of Australia and Fund Management Markets & Products from Financial Services Institute of Australasia.

Maria Pimentel

Fund Administrator

Maria joined Fundhost as a Fund Administrator in May 2016.

Maria has been involved in financial services for 21 years, working with CBA, NAB, Perpetual Ltd, AMP and Link Market Services.

Her role includes unit pricing and performance calculation, attending to investor enquiries, processing applications, redemptions, transfers and investor requests, as well as preparing monthly reports.

Maria completed a Bachelor of Science in Mathematics from the University of the City of Manila, Philippines.  She has Certificate III in Financial Services from Origin Human Resources Pty Ltd, Unit Trust Administration from Securities Institute of Australia and Fund Management Markets & Products from Financial Services Institute of Australasia.

Bio > Close

Alison Nash

Fund Administrator

Alison joined Fundhost in December 2016.

Her role includes unit registry – including processing application, redemptions and attending to investor enquiries.

She holds a Bachelor of Commerce (Finance) from University of Wollongong.

Alison Nash

Fund Administrator

Alison joined Fundhost in December 2016.

Her role includes unit registry – including processing application, redemptions and attending to investor enquiries.

She holds a Bachelor of Commerce (Finance) from University of Wollongong.

Bio > Close

Gary Ridgway

Fund Administrator

Gary’s role includes unit pricing, unit registry-including processing application, redemptions and attending to investor enquiries.

Gary Ridgway

Fund Administrator

Gary’s role includes unit pricing, unit registry-including processing application, redemptions and attending to investor enquiries.

Bio > Close

OUR

CLIENTS