Funds by IoB - The Funds Advisory Board
The Institute of Banking (IoB) strategic plan for 2018 -2023 identifies five strategic priorities including an objective to make a defining contribution to maintaining and developing talent in the investment funds sector. As noted in the plan, .. “The highly successful Irish investment funds sector relies on the quality of human capital in Ireland as a key success factor. As one of our strategic priorities, we want to make a defining contribution to maintaining and developing talent in this sector.” Good progress has been made, particularly with the recent launch of the Accredited Funds Professional, a new designation for funds industry professionals, and now we are very pleased to have established a Funds Advisory Board. The role of the Funds Advisory Board is to provide support to IoB in the development of strategy, policy and the provision of lifelong learning to the funds industry. It provides a forum for executives from the funds industry to share their expertise and insight on what is critical and relevant for the funds industry for current and future needs. It is a separate group from the Advisory Committee for the Certified Investment Fund Director (CIFD) Institute, a specialist body of the IoB. The Advisory Committee for the CIFD Institute will continue to operate under its Terms of Reference. The Funds Advisory Board will advise us on strategic direction of funds and asset management offerings, including priority areas and topics, and assist us in identifying lecturers and speakers for the IoB fund programmes. We warmly welcome the first members: Eoin FitzGerald, Mark Fitzgerald, Noel Gavin, Paula Kelleher, Paul Kilcullen, Pat Lardner, Sinead Mc Shane, Peter O'Donohoe, Richard Wane, Fearghal Woods. Some information on each is set out below. They will be joined by IoB colleagues Margaret D’Arcy (Chair) and Martina Kelly.
Eoin FitzGerald is a Managing Director and Country Head for Brown Brothers Harriman in Ireland. Eoin has over 30 years of financial services experience having previously served as a Managing Director at Morgan Stanley and as a Director of AIB/BNY Fund Services (Ireland) Limited (now BNY Mellon Fund Services (Ireland) Limited). Eoin is a member of the Consultative Working Group at the Investment Management Steering Committee of the European Securities and Markets Authority (ESMA). He is also a member of the Council of Irish Funds and of the IFSC Funds group. Eoin is a director of Brown Brothers Harriman Trustee Services (Ireland) Limited, Brown Brothers Harriman Trustee Services (Hong Kong) Limited and Brown Brothers Harriman Institutional Trust Company of New York, LLC. He also serves on the board of the funds industry charity, Basis Point. He is a graduate of University College Dublin.
Mr Fitzgerald was recently appointed chair of the Board of BNY Mellon Fund Services (Ireland) DAC. Mark is the chair of Pricoa Capital Group ( Ireland ) Limited and is an independent non- executive director on the Board of Euronext Dublin. He is an independent non-executive director to several investment funds and has over 25 years of experience in management and senior leadership roles up to in banking, financial services and international fund services. Mark holds a barrister-at-law degree from Kings Inns and a bachelor of commerce degree from University College Cork. He is a certified bank director, a certified investment fund director and a member of the Institute of Banking.
Noel Gavin joined Northern Trust in 2006 and is based in their Limerick office; he is a Senior Vice President and leads Corporate & Institutional Global Learning group, with responsibility for delivering learning and development programs for 10,000+ employees across all the companies’ global footprint. He has over 15+ years industry experience with various role across project management, operations management and leadership. Noel holds a BA in History (2000), a Master’s in Business Administration (2011) and Professional Certificate in Law & Governance for Pension Trustees (2019).
Paula, a Chartered Director and a Certified Bank Director, is Branch Manager of The Bank of New York Mellon SA/NV, Dublin Branch (formerly BNY Mellon Trust Company (Ireland) Limited). In her role, Paula has strategic responsibility for the Dublin Branch’s depositary services function.Paula has also recently been appointed as a NED (non-executive director) to Pershing Securities International Limited (PSIL). Prior to joining BNY Mellon in April 2012 Paula, who is a solicitor, was a founding partner of Dillon Eustace, one of Ireland’s leading law firms. She is a member of a number of professional bodies, including the Law Society of Ireland, the Law Society of England and Wales, Institute of Directors in Ireland (“IoD”), Institute of Banking in Ireland and an associate member of the Irish Taxation Institute.
Paul Kilcullen is Managing Director and Product Head of Custody and Fund Services for Citi Europe Plc (CEP) Ireland. He was appointed Head of Citi’s Custody and Funds Services Business for Ireland in March 2019. In this role, he is responsible for leading Ireland’s CFS franchise and business development. Paul is a Fellowship Member of the Association of Chartered Certified Accountants. He also holds an Honours Degree in Business Studies from Dublin City University and a Masters in Business Administration from Cass Business School in London. Paul has acted as Director and Chairman for Invesco on a number of Fund Boards and Regulated Entities in Ireland, Luxembourg, the U.S., Jersey, and Mauritius.
Pat Lardner joined Irish Funds as Chief Executive in April 2012. He has over twenty-five years’ experience in the global asset management industry and has held executive/leadership positions in Ireland and overseas with firms managing a broad range of both traditional and alternative investment strategies. Pat is an active participant on all significant Government sponsored groups relating to funds in Ireland, is a member of the Board of the European Fund and Asset Management Association and is an Advisor to the Asset Management Association of China’s International Partners Committee. He is a past Council Member of the Irish Association of Pension Funds and a former Director of both the Irish Association of Investment Managers and the International Investment Funds Association. He attained honours undergraduate and postgraduate degrees from University College Dublin.
I am a passionate and committed leader in Learning and Talent Development with over twenty years financial services industry experience. In my role as Head of Learning for Ireland and the Channel Islands, I am responsible for ensuring the Learning needs of each core business area of State Street is met. I partner closely with business leaders to understand their strategy and learning needs, and then together with the wider team build and deliver solutions that support the long-term success of the business.
I am a qualified executive coach and experienced mentor committed to ensuring employees reach their full potential. I am passionate about Inclusion and Diversity, I am a proud ALLY and an active member of the PRIDE Ireland committee.
Peter O’Donohoe is Executive Director & Head of Client Operations for the Traditional Asset business at MUFG Investor Services. He also has responsibility as Project Director for leading the change in transforming how MUFG service Single Manager funds globally. Peter has almost 15 years’ experience in the industry and prior to joining MUFG in 2014 he worked for Citi and BNY Mellon. Peter is a graduate of Dublin Institute of Technology. Peter won the Early Career Fund Services Professional of the Year Award in 2019, an award that is sponsored by the IoB. The awards celebrate excellence and recognise the achievements of young professionals in Ireland, and ultimately, rewards innovation, best practice and outstanding achievement across a range of professional sectors.
Richard Wane is a Principal at Vanguard and Managing Director of Vanguard Group (Ireland) Limited, which has oversight of Vanguard's Irish ETFs and Fund ranges. Richard joined Vanguard in 2008 as Chief International Legal Counsel, with accountability for legal and compliance support across Vanguard locations outside of the United States. From 2016-2018 Richard moved into a commercial role in Vanguard’s Asia business. Before joining Vanguard, Richard served in a variety of legal and compliance leadership roles at a global asset manager. During his career he has been located in the United Kingdom, Bermuda, Hong Kong, Singapore and Ireland. He holds a degree in Law and Politics from Durham University in the United Kingdom. He qualified as a solicitor (England & Wales) in 1991.
Fearghal is responsible for the operational strategy and capability to support JPMorgan client’s service needs across EMEA. He is also currently CEO of the JPMorgan fund administration business in Ireland (JPMAS). Fearghal holds a MBA in Business Administration and has over 25 years’ experience in the Investment Funds sector in both Ireland and Luxembourg. Fearghal has previously worked in State Street as Director of Operations and Client Services and Bank of Ireland as Director of Business & Product Development. Most recently Fearghal worked for Northern Trust where he was EMEA Head of Product Management supporting the Global Fund Services business.