Case Study: A Swiss Asset Manager
Read about their experience of our Shareholding Disclosure and Position Limit services.
Read about their experience of our Shareholding Disclosure and Position Limit services.
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Andrew started FundApps in 2010 to drag finance software kicking & screaming into the 21st century.
Previously he created the monitoring software MIG21. He’s also a UCITS expert and authored a chapter in the UCITS Handbook.
Travelling is his thing and at last count has been to 125 countries.
Ebbe left Denmark after working at Nordea as a portfolio analyst. Answering the call of his country he's recently moved back, supporting the BD team remotely using his in-depth knowledge of the FundApps platform, regulatory compliance and challenges faced by compliance professionals.
Ebbe loves to kiteboard. He is not very good at squash.
Karl comes to us all the way from sunny California and recently swapped London for Amsterdam.
He has a decade’s worth of expertise working in compliance for asset managers in the US, Switzerland & UK.
In his free time Karl enjoys attempting to lay down vocal or keyboard tracks in the studio.
You can’t do proper compliance without a German on board.
He’s worked for most of the major compliance software vendors and has now come to the best.
After work he has been known to burn out his treadmill and is otherwise a budding wine buff.
Iago is part of our dev team, working on getting extra value out of our data.
He's always finding ways to work better. Previously he worked for DataShaka and Barclays Capital.
He's found browsing around art exhibitions and writes a mean haiku.
Dave helps FundApps' future clients find the path to compliance sanctuary.
He has worked in buy-side FinTech for more than 10 years and recently finished his MBA at LBS.
Dave recently began making pasta. Be wary of him if you are watching carbs.
Ben joined the company after getting deep down and dirty with EMiR and Dodd Frank at RBS.
He graduated with a first in mechanical engineering from Bristol university.
He's our best squash player, which Ebbe and Chris aren't happy about.
Hana's organisational skills are legendary.
She has written a chapter on "Been there- done that": organising the CEO and offices of Lonely Planet, Interpreting for UN, presenting on TV Sarajevo....
Hana loves roller-skating and is our resident yoga pro.
Patrick converted to the .NET way after having previously worked at Flextrade and UBS almost exclusively in Java. An Imperial grad, he's gradually moved to smaller & smaller companies.
At the weekends he can be found playing football or paintballing. If not he's probably playing computer games.
Will joined FundApps as an intern in 2015. In 2016, he graduated from Imperial College London and joined us full-time.
When he isn't drastically improving rule test performance, he can be seen competing in archery competitions up and down the country.
Tyrene joined BizDev team all the way from NYC.
Prior to FundApps she worked for the largest trade ideas equity platform, selling to some of the world's largest buy-side institutions and banks.
Tyrene is a qualified personal trainer, avid reader, and peanut butter addict!
Agnieszka explored user-centred approaches in architecture, designing properties for customers from around the world for over a decade.
Later she decided to drive her career path towards graphics and digital media shaping bespoke user experiences. She likes to start her day with coffee and a good book.
Anthony is no stranger to startups, having spent more than 4 years at the AdTech company Unruly. He's very happy to be wearing a hoody and getting his hands dirty (figuratively).
Anthony spends a disproportionately large amount of his spare time cooking - quite often a BBQ, but his most recent experiments involve sous-vide.
Michael joined the Client Services team all the way from a wealth management firm in Birmingham.
Previously an anti-tank specialist in the Cypriot army, Michael is as handy with an RPG as he is offering awesome support to our customers.
He is currently completing his CFA.
Pat is our PeopleOps guru coming to us all the way from the golden coast of Australia.
Prior to FundApps he held various roles at Affinity Water and BHP Billiton.
After trying out the rainy climate in London, he's now exploring all four seasons in NYC.
With a contagious passion for marketing, Arianne joined the Sales & Marketing team and swapped Cambridge for London. Leaving the digital inkjet industry behind, she decided it was time for a change and joined FundApps to cover all things marketing.
Originally from the Netherlands, she keeps the stereotype going as she's a keen cyclist. Arianne is also training in Krav Maga and busy practicing for the next FundApps Bake Off.
Derek joined the Sales team in New York to continue FundApps rapid growth in North America.
Before FundApps, Derek worked at a fund of funds and within recruitment.
He has now claimed the coveted “Best at Lacrosse” title at FundApps following his stint playing at Connecticut College. Although, no one else here has a clue how the sport works.
Linsey joined the BD team after finally making the break from an investment banking career spanning four different banks over more years than she'd care to share.
When she's not spreading the FundApps message to our future clients, you can find her in the local wine bar debating the merits of a Californian v. Burgundian Chardonnay, whilst drinking both.
Jonny is a boomerang having returned home to FundApps after an extended sabbatical in the North.
At FundApps he sits in the middle of it all and helps build the things that deliver value to our clients.
An all-round lover of life, Jonny enjoys family time, makes a mean Sazerac, and has a long-term ambition to swim the Channel; an achievement which he optimistically targets for 2020.
Viv brings over twenty years' experience as a Finance Director and Chief Operating Officer in Financial Services and digital consulting across a variety of industry sectors. He is a Fellow of the Institute of Chartered Accountants in England and Wales.
A lover of House Music, Viv can often be found behind the decks and DJ'ed at our last Christmas Boat Party!
Carl has joined the Content Team all the way from the Ward of Langbourn (London), via Oxford where he studied Maths.
With a background in data analytics Carl spent the last 4 years developing data analytics services for the funds industry. Most weekends, he can be found travelling the country to play football.
Born in Georgia but raised in NYC, Vivienne looks after the FundApps clients in North America, helping them streamline their processes and maximise their time at work using automation.
Outside of work Vivienne enjoys reading, travelling and volunteering with organisations like New York Cares.
Toby is the CTO at FundApps. With over 15 years' experience in software engineering, Toby has led agile teams and most recently designed consumer facing, high volume, transactional systems for the online cash gaming industry.
His spare time seems to be spent crashing mountain bikes, coaching kids rugby or operating dad's taxi.
Originally from Vancouver, Teri has over 10 years' experience in client services, specialising in building client teams within growing tech companies. Laser-focused on creating an exceptional customer experience she has most recently worked for Trussle and Hootsuite.
Teri is a karaoke aficionado with a taste for black coffee and a love of gifs. She also owns way too many band shirts.
Lea left Split (Croatia) to join our Engineering team, combining her love for programming and travelling.
She previously worked for Siemens as a .NET software engineer focusing on Oil & Gas projects. Outside of work Lea enjoys doing yoga, sports and hanging out with friends.
Outside of work you can find him travelling, cooking, playing volleyball and playing board games - just to name a few!
Elliot joined FundApps after having been an intern here as part of his Computing degree at Imperial College London. He is now part of the development team as a full-stack engineer, focusing on C# and Go. He's also known as the Chief Feng Shui Officer.
Outside of work he researches Inductive Logic Programming and plays board games, he has a collection of 30 board games to date! He is also a coffee and tea fanatic.
Having grown up across Canada, rural England, Saudi Arabia and Cyprus, Ron finally got trapped by London's particularly deep gravity well. Degrees in Engineering and Finance recently led him to fulfil a half-life long dream of building automated trading robots for the currency markets.
Ron loves CrossFit, meditation, and good company.
Originally from Trinidad & Tobago, Richard joined the Engineering team having worked in a variety of industries, from Health & Safety Compliance to VoC/VoE.
In his past life he’s been a carpenter and a DJ, but decided to pursue programming, focusing on C# and SQL.
A fan of archery, Richard is the current Essex County Barebow Clout Champion and he also enjoys a good BBQ.
After a 5 year stint in New York City, Peter moved back Germany, where he now lives in Berlin.
Prior to FundApps, he sharpened his client services skills working for various international corporate and political organisations. Most recently Peter managed investor relationships for an NYC-based financial services company.
Peter prides himself on owning seven different coffee-making devices, of which he knows how to use four.
Flying the British flag for the CS team, Amber joins FundApps with a background in consulting across the banking and financial services industry.
As part of the Client Success team she complements her love for chatting by building strong relationships with our clients.
Another keen participant of the FundApps Bake Off, she’s recruiting for a FundApps version of ‘come dine with me’.
Loris joined the Engineering team focusing on FundApps’ scalability efforts. His previous experience working in business intelligence software made him known as jack of all trades, master of some.
A true Italian, he has a limitless interest in food, including eating out, cooking in and trying as many cuisines as possible.
Originally from Kosovo, Eliza has spent most of her life in London and has a degree in Political Economy from King's College London. Eliza worked for one of the world's largest data providers before making the move to FundApps.
In her spare time, you'll find her either on the rugby pitch or the dancefloor.
Originally from Adelaide, Australia, Beren has been living in the UK for 15 years, 10 of which he spent trying to understand the British sense of humour. His has previously worked in IT, Fashion Ecommerce and then a Crypto Hedge Fund startup.
Beren enjoys long walks on the beach with his miniature labradoodle, cooking stuff with his sous vide and geeking out on 3D printers and coffee.
Born in Hong Kong and raised in Athens, Nick eventually settled in London and began his career with Citigroup. Having spent 3 years there in Equity Sales, he witnessed the rising tide of regulatory compliance first hand in the banking and asset management industries before deciding to make the switch to FundApps.
When he’s not in the office, you’re likely to find Nick cooking at home or eating someplace else. He’s an avid football fan and a Chelsea FC addict... he’s also trying to muscle into the FIFA leaderboard at FundApps.
Vincent joined FundApps after being a CISO for an Investment Bank in London. He's been an enthusiastic Information Security professional for the past 11 years and found in FundApps a new way to express this passion. His main goal is to keep FundApps and Trevor safe from evil cyber criminals.
Vincent loves fermented grapes and dairy, as well as running and playing tennis. He sometimes combines these passions by running a wine-tasting marathon dressed up as a superhero.
Born and raised in London, Bav is the designer who delivers campaigns across digital and print whilst ensuring the FundApps brand is well represented! He loves what he does and has a real passion for design.
Previously Bav worked on projects for City of London, TFL and London Tech Week. In his free time he enjoys a shot of Coffee Patron and hosting wild parties at barbecues.
Originally from a small village in Romania, Flavia always dreamed that one day she would work under the rainy clouds of London.
After having several tangents with the corporate world during her internships, she is happy to join the Engineering team at FundApps to live the start-up dream.
A graduate in Automatic Control and Computer Science, Flavia has moved to London bringing with her a genuine passion for Kizomba dance style and a weird taste in food. She also likes to bring up her double-lobed ear in the most awkward moments of a conversation.
Born in Indonesia and having lived in the corn fields of Indiana, Jessica decided to settle permanently in Singapore. It was here that she joined the Business Development team, with the mission to automate compliance for everyone in Asia. Before joining FundApps Jessica worked for various financial firms.
Jessica loves going on adventures. She is also a marathon runner, tubist and certified balloon sculptor.
Having grown up in Santa Barbara, Brittany’s Californian roots can be seen through her desire to wear sandals all the time, despite the fact that she now lives in New York.
After an array of different careers, from being a clinical researcher for a Neurosurgeon, to playing professional water polo in Australia, Brittany finally found the exciting world of compliance here at FundApps.
A lover of travel and trying out new things, she previously spent 2 years exploring the world (60 countries), during which she became a divemaster and a certified yoga and meditation teacher.
Liam is a native New Yorker. He is half Peruvian thanks to his mother and is very fond of visiting the country she grew up in. When he was younger, Liam spent his summers caddying on the east end of Long Island, donning a perfect tan and sweat-stained bucket hat. He cites this experience as his first introduction into sales and relationship building.
Liam is an avid golfer, wannabe chef, and proponent of trying new things. A new resident of the five boroughs, he is looking forward to learning more about the individual neighborhoods of New York and has lofty goals of memorizing the subway system.
Owning three passports and having lived in 8 different cities across 5 counties, Max made the move to England a few years ago to study Economics and Finance at Bristol University. Following this, he has now settled in London as part of the FundApps Client Services team.
When he’s not in the office Max can usually be found enjoying a drink in the nearest pub.
A native Londoner, Kallie joined FundApps following a brief career break to travel around South East Asia. Doubling the size of the marketing team, Kallie helps Arianne with all things digital.
In her spare time Kallie enjoys travelling and drinking flavoured gin and tonics, preferably at the same time.
Originally from Romania, Cristian is a member of our Engineering team in the London office. He’s brought with him over 10 years of experience in software development in a range of industries.
When he’s not playing with the latest gadgets, Cristian likes to spend his time practicing his guitar skills or binge watching Sci-Fi movies.
Despite his early aspirations to be a farmer, George began his career as a software engineer 10 years ago and has never looked back. He cites his love for working with people, solving problems and making software he is proud of as key reasons for this career shift.
George likes to spend his free time hiking, playing board games and cycling.
Born and raised in Zernez, a small village in the Swiss mountains, Fabian spent the last decade in Zurich before following his heart to New York in late 2018. Prior to joining FundApps he worked within the sales and trading division at Switzerland’s third-largest banking group.
In his spare time Fabian loves to spend time outdoors and try new sports - his latest discovery is surfing in New York.
Benjamin joined us as an intern while studying MEng Computing at Imperial College London. He has now graduated and become a permanent FundApper! Outside of computing, he enjoys watching movies, playing badminton and is (slowly) learning to speak Japanese.
The latest edition to our People Operations team, Eli has joined our London office all the way from Ottawa, Canada. With a background in commerce specialising in HR, Eli has joined us with experience working in talent management and transformation for an executive leadership company.
When she's not coming up with new exciting initiatives for FundAppers, Eli enjoys pilates, hiking, traveling and cooking.
After interning at FundApps in 2018 during her Computer Science degree at UCL, Yvette now works full-time as a Software Engineer. Outside of her work, she is interested in the responsible and ethical data governance of automated systems.
Yvette is an avid (obsessive) tea drinker and keeps a packet of tea bags on her in case of emergencies.
Michael graduated with a computing degree from the University of Derby before working for a major trading platform vendor and then a Spanish company specialising in voice analytics.
When he’s not running around a football pitch, Michael loves to travel and explore new places. His current favourite place is Kobe, Japan.
A qualified football referee, Michael has even refereed at Stamford Bridge!
Born and raised in Brazil, Carol originally moved to London for a 6 month break… five years later and she’s still here!
Originally an Economist, Carol spent 8 years working for various investment banks prior to moving to London. After grasping the opportunity to become a Product Owner for an FMCG company a few years ago, she fell in love with the role and the rest is history!
Carol is currently addicted to Mario Kart 8, and also has a love of Lego, puzzles, sewing and playing the drums… not all together or in that order!
Ali joined our Engineering team on a six month placement while studying Computing at Imperial College London. He recently graduated and has returned for a permanent gig at FundApps!
Born and bred in East London, in his free time he enjoys reading novels, practicing HapKiDo, is a cardamom tea addict, and can do the splits.
A native Londoner, Sibel graduated with a degree in Mathematics before joining our Client Services team on our new Grad scheme. In her spare time she enjoys playing video games, drawing, skating and of course, travelling as much as possible!
Sibel's hidden talent is making a killer matcha chocolate ice cream!
Jo grew up in the Yorkshire Dales, but after 15 years of living in London she relocated to Barcelona. She joined FundApps after spending the last few years as a software delivery and leadership consultant.
Outside of work, Jo is a keen skier and does as much birdwatching as is possible with two kids around.
Owen joined FundApps as our interim marketing manager (maternity cover). He brings with him a wealth of B2B expertise, having worked agency-side developing brands and marketing strategies for numerous fast-growth SaaS and fintech solutions.
Originally from NYC, Owen moved to London in 2013 for love. In his free time (outside of COVID), you will find him at the theatre, in a gallery or on a plane heading to his next adventure.
Originally from Zagreb, Croatia, Julija joined FundApps with almost 3 years of experience working as a Software Engineer.
While a lover of all sports, Futsal has a special place in her heart - she’ll never turn down a game! When she’s not playing that, she’s always up for a nice walk and/or a coffee, stating that in Croatia “coffee is a ritual!”
Born in Hong Kong and raised in Singapore, Shaun is the 3rd member of our APAC team.
He brings with him 8 years of experience working in client services in the financial industry. Prior to joining FundApps he was working for a Singapore based Fintech startup.
In his free time, he enjoys keeping the body and mind active through working out, evening walks and learning new skills - currently it’s the Ukulele!
Although British by passport, Grant spent several years living in Lisbon and describes himself as having a Portuguese soul. Joining FundApps as our Chief Revenue Officer, he brings with him a wealth of experience gained from working as a Sales Consultant across various FinTechs and Financial Services.
Despite once winning a bronze medal in the England Schoolboys Judo Nationals, he now spends his spare time barbecuing and playing touch rugby.
Born and raised in London, Emer has experience working as part of research, sales and relationship teams within the financial sector.
In her spare time, Emer enjoys baking and cake decorating - a chocolate fudge cake is her speciality!
Originally from Wales, Nick swapped the rain for sunny Portugal and now lives just outside of Lisbon. He joined FundApps with over 20 years of experience as a Software Engineer. He’s a man of many talents - prior to software engineering he spent 10 years running a record label!
Outside of work, Nick can usually be found building small model trains from brass or promoting underground rock shows for a non-profit collective at his local cultural centre.
Raised in Hertfordshire, Alex has over 10 years of experience working in client-facing roles, most recently with an Investment Bank.
In his spare time, Alex enjoys cooking, snowboarding and marathons – of Netflix series that is!
Meryl originally studied Chemistry and has since worked in the back office, middle office and front office of various investment banks. She then turned to compliance, where she recently worked to build out MiFID II trade and transaction reporting systems. She’s now brought her wealth of experience to the FundApps Content team!
Always interested in what other people are eating, Meryl is your go-to if you want to discuss your dinner plans in detail!
Andrew was born and raised in NY, but has lived in 3 different states and has held just as many roles. Prior to bringing his varied experience to Fundapps, he was working at JP Morgan as an Analyst.
In his free time, he has started learning how to make tasty ethnic dishes, primarily nigiri.
Richard is originally from Warrington, in the north of England, but could arguably be Swiss and German too. Before joining us as an Infrastructure Engineer, he spent most of his career in Audio Post Production - some of his most notable projects include Harry Potter and The Grand Budapest Hotel!
In his spare time, he enjoys getting stuck into home automation tech projects, running, and watching rugby with a beer in hand. This is all done when he’s not too busy being a yacht skipper or riding his motorbike!
Before coming across from Sydney to join the CS team in New York, Alex was an investment advisor within several banks and private wealth management firms.
Outside of FundApps, Alex enjoys exploring the city and is always on the hunt for new outdoor activities after realising Australian football, surfing and ocean swimming were probably better suited to Australia than New York.
Born and raised in NYC, Amber joined us with a background in KYC, compliance, and sell-side trade order management. She makes up ½ of our pre-sales team and is based in our New York office.
A lover of trying new restaurants, she has an exhaustive list of saved places on google maps (you know who to ask if you ever need NYC restaurant recommendations!).
Her go-to karaoke song is Valerie by Amy Winehouse.
Jake joins our New York Sales team with experience working as a senior consultant at a major accounting and consulting firm and a degree in Risk Management & Finance from Penn State University.
In his spare time, he enjoys playing basketball and exploring the best pho restaurants/bagel delis in Manhattan. He recently started gardening in his 5th story apartment.
Originally from Long Island, Adam is a native New Yorker. Before joining FundApps he worked for asset managers, first as an accountant and then as an Analyst.
Adam loves to golf (poorly) and play basketball. He’s a huge NY Knicks and Giants fan.
Alexander converted from programming audio-visual soundscapes to programming with C# & Typescript after attending the Codeworks bootcamp in 2020. After contracting in the medical, education & marine industries, Alexander joined FundApps.
Born in Ottawa, Alexander is a British-Canadian (though you would never tell from his accent!). Outside of work hours, he can be found writing, singing and performing music with choirs, bands and ensembles.
Born in London, Kejal graduated with a degree in Physics before making the switch to software engineering. Before joining FundApps she’d worked in several industries, including defence, utilities and consulting.
Kejal is a big fan of Formula 1, travelling and cooking.
Mike lives in Brighton where he was born and raised. He has over 15 years of experience working in Tech across various industries.
In his spare time, he enjoys mountain biking, lifting weights, cooking, eating and playing computer games.
Although he is yet to develop the ability to cope with the humidity, Joel was born and raised in Singapore. Before joining our Sales team to help us grow in the APAC region, he worked in transaction banking sales at an investment bank.
In his free time, Joel likes to work out, drink cocktails and sing karaoke. Preferably in that order. He once lost his voice attempting "Always" by Bon Jovi one too many times.
Originally from Nigeria, Anibe moved to the UK in 2007 for a Masters degree and has lived here ever since. Prior to entering the world of tech, he worked in several different industries, including eCommerce, fashion, travel and publishing.
Outside of work, Anibe can usually be found working on community projects, experimenting with tech and food (not at the same time!) and travelling. He was once unexpectedly featured on CNN for a side business he launched with a friend.
Frederick spent the first part of his career acquiring an understanding of the stockbroking industry in Bristol before getting an opportunity to move to New York to work in client management. On his return to the UK, he turned to helping startups in the tech space launch products and win clients over.
Frederick occupies his free time by wandering around museums or indulging his creative urges by making electronic music.
Born and bred in London, Samuel has joined us as a Software Engineer Intern while studying Computer Engineer at the University of Kent.
When he’s not in the office he can either be found running, hanging from a tree or camping in the middle of nowhere. Samuel makes excellent mashed potato.
Agith grew up in South-West London. Since graduating with a mathematics degree, he’s worked in the financial industry, first in global wealth management and then compliance.
When he’s not busy interpreting regulations, he enjoys bouldering, playing basketball and gaming. Agith has climbed Mount Fuji in Japan.
Andy is the token Kiwi of FundApps and works as a software engineer. With experience across e-Commerce, Health Tech and now Fin/RegTech Andy loves being exposed to new industries/technologies and solving new problems.
Andy ventured to the UK in 2017. He grew up surfing in the summer and snowboarding in the winter. Given that neither of these activities are available in London you are likely to find him in a beer garden in the summer and a cosy pub in winter!
Michaela was born in Peterborough but raised in Germany and Essex. Despite her early ambition to be a commercial airline pilot, Michaela studied to be a Counsellor. Since then, she’s worked in recruitment for various industries, the most recent one being FinTech.
In her spare time, Michaela enjoys reading crime novels, spinning classes and walking.
James lives in Milton Keynes, a town famous for its roundabouts and concrete cows. With 15 years of software development in a wide range of different industries, he brings a wealth of experience to FundApps.
When he’s not playing with his two kids, James likes to play board games, drink craft beer and travel the world.
Gloria is a hobbyist and learning lover - find her rollerblading, speaking in another (broken) language, or organising a dinner party.
Originally from Massachusetts, she's lived in 2 other countries but gladly calls NYC home.
Though she only held the title as "newest member of the sales team" for 3 days, she's been in enterprise tech sales for 6+ years and will gladly chat about data, fraud, or sales methodology.
Born in Bulgaria, Ivo moved to the north of Italy when he was just two years old. At the age of 19, he moved to Prague to study International Economics Relations and then to London to do a masters. Before joining FundApps, he worked in client services for several different companies.
Outside of work, Ivo enjoys travelling, de-stressing in the gym and exploring new restaurants. He loves watching horror movies but is still scared of watching Harry Potter alone.
Dom was born and raised just outside of Brighton and has both British and American citizenship. He studied Politics at Newcastle University and then spent two years working at a research consultancy firm within the capital markets space.
Dom enjoys keeping fit and plays a lot of sports. He’s a supporter of Spurs & Harlequins. Fitness runs in his family, with two of his relatives having represented Team GB in Basketball.