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Our Team.

We cover each step of your set up process

MAXIME DESTEL
Partner
Co-Founder

Maxime has over 20 years’ experience with Hedge Funds. He started his in operations career at a $1bio Hedge, where he was heading a team of five handling middle and back office, fund valuations and all related matter. Maxime handle the full restructuring of a hedge fund opening branches in HK and Malta. He has been involved in tax, accounting, compliance, company set up and all matters related to a HF structuring.

 

Lately he was involved in M&A for Chinese buyers of HK shell companies through holdings.

 

Maxime also worked as a CFO at a $2bio HF handling all financial, compliance, tax matters and migration of managers from platforms to their own companies. Maxime has a large network of partners to handle a turnkey HF solution.

 

Maxime owns the CIMA business accounting certification and is registered with the FCA.

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md@servinadvisors.com

ROBERT L
Partner
IT Set up & Development

As a highly-experienced Engineering Director and Architect with almost 20 years of experience working across Capital Markets and UK Government, Robert a strong track record of building and developing high performing teams delivering high-quality software across all phases of the SDLC, and comfortable presenting to C-suite ensuring successful change and business outcomes.

 

Robert has a strong background in Enterprise Architecture, Application and Data management, and has extensive hands-on experience with multi cloud technologies including AWS, Azure, and GCP.  Robert is also proficient in full stack software development using languages such as Java, JavaScript, PHP, C#, and Python. He is skilled in DevOps and SRE practices, including pipeline and application deployment.


rl@servinadvisors.com

SIMON F
Seconded Partner
Fund & Corporate Legal

Experienced funds, investment management and regulatory lawyer, often acting as outsourced general counsel. Recent experience includes: establishing an Irish QIAIF for a US fixed income manager; forming a Cayman activist fund; forming a Delaware feeder fund; ERISA compliance for a Cayman fund; structuring funds for investment in Africa; structuring investment management groups; drafting LLP members agreements; MiFID II advice and document compliance for a range of clients including investment managers and derivatives counterparties; advising fund managers on AIFMD and many other EU regulations and corresponding US origin regulations (SEC and CFTC) as they affect non-US clients. 

also cover investing in, and regulation of, digital assets. 


sf@servinadvisors.com

PAUL BATE
Partner
Co-Founder

After running resources businesses in Asia Paul became Head of Nomura technology research. When he left in 2022 he founded Matterhorn Investment Management LLP (a L/S equity HF focused on EM) from scratch. He put in place accounting systems, PMS, successfully registered with the UK FCA and the HK SEC whilst remaining the lead portfolio manager for 3 funds and 2 managed accounts totalling $1bio.

 

Paul is a successful and rigorous entrepreneur with a great attention to detail when setting up companies. He also has a great network of large investors that can be leveraged.

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Paul recently returned assets to investors to focus on managing his own wealth whilst also involved in helping start ups becoming a mentor with Creative Destruction Lab, a nonprofit organization that delivers an objectives-based program for massively scalable, seed-stage, science- and technology-based companies.

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Paul has a Masters degree in physics from Oxford University and a double MBA/MA Systems Engineering from Stanford and is registered with the FCA

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pb@servinadvisors.com

DAVID A
Partner
Capital Introduction

With over 30 years of unmatched experience in alternative investments, David brings a wealth of expertise and a sterling reputation to the realm of fund management. Throughout his distinguished career, David has been instrumental in connecting investors with lucrative opportunities, optimizing capital deployment strategies, and nurturing enduring relationships.

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David's tenure as a capital introduction specialist reflects his deep-seated understanding of alternative investments, allowing him to adeptly navigate intricate market landscapes. His strategic acumen and innate market intuition have consistently propelled growth and maximized returns for a diverse clientele.

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Beyond conventional roles, David is renowned for his personalized approach to client service, offering tailored guidance and strategic counsel that aligns with individual investor objectives. His steadfast commitment to excellence and unwavering dedication to client satisfaction have cemented his standing as a trusted advisor and industry luminary.


dsa@servinadvisors.com

THOMAS F
Partner
Compliance

Prior to joining Servin, Thomas spent in excess of 20 years working for UK’s conduct regulator for financial services firms and financial markets, the FCA, including as a Manager of the Authorisations Division, leading amongst others the Change in Control and Passporting teams. Before that, Thomas had been a Manager of the FCA Complaints Scheme and the Regulatory Decisions Committee (RDC) team during which he held lead responsibility for managing the FCA’s relationship with the Independent Complaints Commissioner. Prior to that, Thomas had been a Manager of the FSA (FCA predecessor) supervisory Triage team, during which he was responsible for risk-assessing and prioritising issues affecting retail financial firms. Thomas also lead the FCA’s passporting team and helped the UK Regulator navigate the aftermath of the UK’s Brexit referendum.

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tf@servinadvisors.com

DANIEL A
Partner
Systems & Operations

With over a decade of hands-on experience in fund setup and operational management, Daniel is a seasoned professional renowned for his expertise in navigating the intricacies of fund operations. His diverse skill set encompasses setting up funds, managing transitions to and from Prime Brokers (PBs), and orchestrating seamless administrative transfers.

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Daniel's proficiency extends beyond traditional operational roles; he boasts a robust background in building internal back and middle office software solutions. His adeptness in software architecture has empowered him to streamline processes, enhance operational efficiency, and mitigate risk across fund management operations.

As a strategic systems manager, Daniel oversees a myriad of critical functions, including PB relationships, administrative transitions, and operational workflows. His collaborative approach and hands-on leadership style have enabled him to forge successful partnerships with multiple PBs, Order Management Systems (OMS), Portfolio Management Systems (PMS), and administrators.

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Daniel's dedication to innovation and continuous improvement drives him to remain at the forefront of technological advancements in fund management. By leveraging his comprehensive understanding of operational dynamics and software development, he ensures that clients benefit from cutting-edge solutions tailored to their unique needs.

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da@servinadvisors.com

B MURUGESU
Partner
Fund Legal & Structuring

With over 25 years of extensive experience, Balan is a highly regarded fund lawyer renowned for his expertise in setting up and structuring various types of funds, particularly within the Cayman Islands jurisdiction. Throughout his illustrious career, Balan has demonstrated an exceptional understanding of regulatory frameworks and legal intricacies surrounding fund management.

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Balan's deep-seated knowledge and proficiency in Cayman fund structures have made him a trusted advisor to clients seeking comprehensive solutions for their investment vehicles. His ability to navigate complex regulatory landscapes and anticipate industry trends has been instrumental in facilitating the establishment of diverse fund structures tailored to meet specific client objectives.

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bm@servinadvisors.com 

RITA F.
Associate

Sales & Product Development

Rita is a dynamic professional specializing in sales and product development within the fund management industry. With her sharp analytical skills and deep understanding of market dynamics, Rita excels in crafting innovative investment solutions tailored to meet client needs. Her strategic mindset and dedication to excellence make her a valuable asset in driving business growth and enhancing product offerings. Rita's commitment to staying abreast of industry trends ensures she remains at the forefront of innovation, poised to deliver exceptional value to clients and stakeholders alike.

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rf@servinadvisors.com

Servin Advisors Ltd. | 12 Hay Hill, Mayfair, London, W1J 8 NR

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