A unique blend of asset management, data and technology expertise
Our skills range from infrastructure and computer architecture to product mastering and data management in asset management
The Fundipedia team – Key Personnel
Susan has many years of experience in the Asset Management industry, focusing on performance measurement and analysis, client reporting, product and portfolio data management, and investment administration. She leads our implementation teams and projects to deliver our suite of products in partnership with clients.
Director of Product
Craig works closely with our clients and technical team to develop and promote the vision and roadmap for the product. He brings over 15 years of enterprise and technical product expertise along with an aptitude for business strategy, development and delivery of data-intensive solutions.
As the founder and Managing Director of Fundipedia, Simon has led Fundipedia for over 16 years and is responsible for global strategy. He works closely with regulatory bodies and industry associations including the FCA, the Investment Association and TISA. Simon is passionate about building partnerships and leveraging technology to find innovative ways to solve data problems across the asset management industry.
A Chartered Accountant, Chartered CISI Member, Step Member and IOD Member, Jonathan brings a strong background in building financial foundations, teams and processes for high-growth Financial Services and Technology companies. He has a proven track record of creating and executing a strategic vision that unifies finance efforts with Operations, Products and Go-to-market strategies to drive business success.
Chief Technical Officer
Dean is the co-founder and Chief Technical Officer for Fundipedia. He has led the development of the product since 2008 and continues to drive future innovation to further develop and refine the company’s product portfolio.
CFA, Business Specialist
Richard is our subject matter expert. He brings over 35 years of experience in the Asset Management industry. He has earned the CFA designation, was Fund Manager of Dublin Listed UCITS since 2003, managing Director of Investment Management and Fund Management businesses since 2001.
Director of Service Delivery
Sherree is charged with the effective delivery of our projects. Working in partnership with the technical team, she oversees everything from project planning, resourcing, budgeting, to reporting. Sherree brings over 12 years of project planning and relationship management experience at both customer and stakeholder levels.
Edward works in Susan’s team providing client-facing project and program support. Edward’s experience in both B2B sales and event management working with senior level clients and stakeholders along with his technical expertise provide the perfect blend to deliver client success.
Client Relationship Manager
Sarah works in Susan’s team providing client facing project and program support. Sarah’s fantastic communication skills and attention to detail ensure that projects are delivered on time and to a high quality.
Laura is a chartered accountant and after qualifying with Deloitte has worked with leading global financial services industry firms including Triton investment management and PKF International. Laura has now relocated to Austin where she provides support and engagement for Fundipedia’s US clients.
Head of Implementation
Guy brings over 8 years of financial services industry and technology expertise. During his time in financial services technology, he has overseen the delivery of complex solutions to global tier-one asset managers. He now works closely with Fundipedia’s implementation team to ensure the smooth and robust delivery of Fundipedia. Guy also partners with Fundipedia clients and regulatory bodies to understand their evolving challenges and how Fundipedia can continue to adapt to meet them.
Ted works as part of the implementation team to ensure the efficient delivery of Fundipedia and to provide data-oriented consultancy. Ted’s experience working in client-facing roles allows him to deliver a unique combination of technical expertise and client empathy when engaging with Fundipedia’s global asset manager clients, with a firm focus on outcomes aligned with total client success.
Head of Sales
Tim, our accomplished Head of Sales, boasts over two decades of experience in the financial services and technology sectors. Since 2001, he has thrived in business development roles, fostering robust relationships spanning multiple segments, including Institutional, Wealth and Asset Management. As the driving force behind our sales initiatives, Tim’s proficiency in cultivating long-lasting partnerships is instrumental to our organisation’s success.
Manage your data with no additional headcount
Collect, verify, store and distribute static and dynamic data collected from third parties including Administrators, Transfer Agents and more.