Adrian Harris – Principal

 

Adrian is a co-founder of Freedom and Director of the funds. Prior to Freedom, Adrian was a shareholder and headed Distribution for Renaissance Asset Managers for close to 5 years, building from scratch a UCITS specialist emerging and frontier markets range which peaked at $750m AUM.

 

Until February 2010 Adrian was at Schroder Investment Management, where he was Head of Central & Eastern Europe and the Mediterranean region. Prior to joining Schroders in 2007, Adrian spent 9 years at BlackRock and its predecessor firm, Merrill Lynch Investment Managers, where he held a number of senior roles including Chief Operating Officer for the international fund business and Head of Central and Eastern European Sales. Adrian engaged with client groups from Government sponsored institutions to private pension funds, from institutional asset managers to private banks and their high net worth investors.

Sandrine Reynaud – Chief Executive Officer

 

Sandrine is a co-founder and CEO of Freedom. She has extensive Financial Services experience and particularly in investments. Prior Freedom, Sandrine was an independent consultant, offering introductory services to boutique Asset Managers to harvest opportunities into Continental Europe Private Banks, Family Offices and large institutions.

 

Previously at Ernst & Young in Corporate Finance for 13 years in London and Frankfurt, she was part of the leadership team that established the Private Equity advisory group. Sandrine was also in charge of Business Development as the Private Equity group and advised Private Equity clients on a wide range of transactions, Real Estate, LBO, MBO/MBI in a variety of sectors. Sandrine is a member of CISI.

Simon Fentham-Fletcher – Chief Investment Officer

 

Simon is a co-founder of Freedom. With over 20 years of investment experience, Simon manages the private client and family office investment strategies.

 

Simon was previously at Renaissance Asset Managers for 3 years as head of asset allocation strategies, based in Moscow. Prior to joining Renaissance Asset Managers, Simon was head of investment management, CIO Private Banking at Raiffeisen Bank in Moscow for a number of years. He has also held a number of senior investment roles including at BlackRock in New York and Schroders NewFinance, the alternative investment group, in London.

 

Simon has significant expertise in global asset allocation and manager selection process. Simon is a Fellow of the Institute of Chartered Accountants in England & Wales since 1991.

Jody Newark – Chief Operating Officer

 

Jody is responsible to oversee the operation and administration at Freedom.

 

She previously served as the Head of Operations at EI Sturdza Strategic Management Ltd, where she was responsible for the day to day operations as well as the risk management and portfolio analysis functions for the funds under its management. She has over 15 years industry experience, primarily in fund operations.

 

Jody was awarded a Masters in Finance from the University of London and holds a CFA, CAIA professional qualifications and a Company Director diploma from the IoD.

Barney Lewis – Operations Manager

 

Barney joined Freedom in November 2020 as Operations Manager based in Guernsey and has over fifteen year experience in financial services, including Investment Management Operations and Banking. Prior to joining Freedom, Barney worked as an Operations Manager for a boutique investment management firm specialising in Private Wealth Management, Family Office Services and Asset Management including, Private Debt and Real Estate.

 

Barney holds a Diploma in Accounting and Business and is studying toward the Chartered Wealth Manager Qualification. He is an Associate Member (ACSI) of the CISI.

Greta Smith – Compliance Officer

Before joining Freedom, Greta was the Head of the Corporate Department at Idarah Corporate Services in ADGM and Hammad & Al Mehdar Law firm in Dubai. She was responsible for advising on different company structures, incorporating and maintaining these structures and responsible for AML.

Greta has extensive experience in Compliance, having acted as MLRO for various Non-Financial entities in the UAE and prior in South Africa where she worked for different Financial and Insurance companies, in the legal and compliance departments. Greta was admitted Attorney in the Western Cape High Court of South Africa.

Alan Walker – European Sales

 

Alan became part of Freedom in November 2017. He has over 20 years’ experience in Sales and Business Development and has worked in Germany, Austria and France as well as the UK, most recently for the WPP Group.

 

Alan holds a Modern Languages degree from the University of Durham and is fluent in German and French. Alan holds the Investment Management Certificate (IMC) and is a member of the CFA.

Shawn Welgemoed – Middle Eastern Sales Director

 

Shawn joined Freedom in January 2020 to responsible for clients in the Middle East. He has over 6 years’ experience in the UAE financial services sector and prior to that, worked as an actuarial consultant for a South African firm specialising in quantum of damages.

Shawn holds a Certificate in Investment Management and is currently studying towards a Diploma in Capital Markets. He is an Associate Member (ACSI) of the CISI.

Carsten Fischer – Shareholders Services Officer

 

Carsten is responsible for the investor services and is a key point of contact for all queries related to Freedom’s fund range. Prior joining Freedom in 2015, Carsten was a member of the sales team at Renaissance Asset Managers in Guernsey. Until 2012, he was financial account assistant manager at Aon Insurance Managers, responsible for the management accounts and overall portfolio calculation with respect to captive insurance.

 

He started is career in finance in Germany working at BMW finance department. He holds German qualifications in accounting and finance.

Rolando Santos – Fund Administration Executive

 

Rolando is the part of our middle office team based ADGM. He has worked for multi-national companies such as Manulife Financial,  JPMorgan Chase Bank and Maples Global. For 10 years, he has gained experience in supervising and leading teams in the Insurance Industry, Fund Accounting and Transfer Agency Department. His particular role of expertise is in Investor Services, Middle Office and Client Onboarding.

Rolando holds a Commerce degree major in Business Economics from the University of Santo Tomas in the Philippines.

Michael Griffith-Dixon – Junior Fund Analyst

 

Prior to joining Freedom, Michael worked for advertising technology and software companies as an operations manager working with demand clients and specialising in data visualisation.

Michael has a BSc in Economics & Politics as well as an MSc in International Management, both from the University of Exeter. He also holds a level 7 qualification in Strategic Management from the Chartered Management Institute (CMI).

David Clark – Non-Executive Director and Chairman

 

David is a well-respected professional with extensive experience in the offshore environment.

 

He was the Chairman of the Renaissance Russia Infrastructure Equities Fund prior to its delisting and the Non-Executive Chairman of the Audit and Risk Committee of Carey Holdings Limited. David is a Director on a number of Funds in Guernsey.

David was also Chief Officer for the Treasury and Resources Department & States Treasurer. Prior to this, David enjoyed roles in both Deloitte and Touche in Guernsey and KPMG, both in Birmingham and in Guernsey. David is a Fellow of the Institute of Chartered Accountants in England & Wales since 1987.

David Birnie – Director of Freedom Global Funds PCC

 

David is a Director on the board of the Freedom Global Funds PCC. He was previously a Director of Somerset Capital Fund SICAV plc which amalgamated in Opus Global Cautious Fund. He is also the founder and president of Birnie & Company Business Lawyers of Vancouver, British Columbia. He holds LLB and BA degrees from the University of British Columbia and has practiced tax and business law in Canada since 1970.

 

He is a member of the Society of Trust and Estate Practitioners. For the past 10 years his practice has focused on international transactions in Ireland, France, Luxembourg, the United Kingdom and the United States of America.

Lawrence Winters – Investment committee member of Freedom Global Opus Cautious Fund

 

Laurie is a member of the Investment committee for Freedom Global Funds PCC, Opus Global Cautious fund. He was previously a Director of Somerset Capital Fund SICAV plc which amalgamated in Opus Global Cautious Fund. Laurie is also the founder and a Director of Vancouver Financial Planning Consultants Inc., a financial planning firm serving Canadians since 1985.

 

He has been a financial planner for over thirty years, holds the R.F.P. and CFP designations, and a Bachelor of Arts degree. His business career includes extensive experience as a business consultant and as a fee-based planner for clients across Canada.