Investment management

David Bushe

Chief Executive Officer

David joined FIM Capital Limited in March 2022 and has over 28 years’ experience in international financial services, having worked at senior levels in the Channel Islands, South Africa, Barbados and the Isle of Man. David’s career started as a graduate trainee with an international private bank which led to specialising, in his main passion, the management of investment assets.  Over his career David has managed portfolios for high net worth individuals, trusts, foundations, international company subsidiaries and also government reserves.  David holds the Institute of Directors Diploma in Company Direction as well as being a Chartered FCSI and Chartered Wealth Manager.  In 2018, 2019 & 2020 David featured in the Citywire Wealth Manager Top 100.

Call

+44 (0) 1624 604709

Email

dbushe@fim.co.im

Mary Tait

Chief Investment Officer

Born in Dublin and living on the Isle of Man since 1987, Mary joined FIM Capital Limited in January 2010, specialising in management of private client and fiduciary investment mandates, while providing bespoke portfolio evaluation services to multinational high-value wealth structures. Mary has gained a wealth of experience in the investment industry since her career started in 1993, previously working alongside Paul Crocker in a similar role for local branches of two international private banks. Mary is an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man and is a Fellow of the Institute of Administrative Management..

Call

+44 (0) 1624 604702

Email

mtait@fim.co.im

Russell Collister

Director of Group Investment Strategy

Russell has over 34 years of continuous experience in the investment management industry, specialising in managing discretionary investment portfolios for private clients and institutions. Russell has a particular interest in the quoted property sector having worked as a property analyst managing specialist property and income orientated funds for many years. Russell was a founding director of FIM Capital Limited in 2006 and is an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man. He is a director of FIM Capital Limited and First World Hybrid Real Estate Limited.

Call

+44 (0) 1624 604700

Email

rcollister@fim.co.im

Paul Crocker

Investment Director

Paul joined FIM Capital Limited in November 2008 and has a wealth of experience in the investment management industry gained over 30 years. Originating from Newcastle-Upon-Tyne, his career started in the south of England in 1985 as a stockbroker, subsequently he was elected as a Member of the London Stock Exchange. He moved to the Isle of Man in 1991 to manage global high net worth clients for a private bank and has since been involved in fund management and corporate finance as well traditional private client management. Paul is an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man.

Call

+44 (0) 1624 604701

Email

pcrocker@fim.co.im

Tony Edmonds

Director

Tony joined FIM Capital Limited in September 2016, having worked in the financial services industry for over 30 years. Tony has accumulated a wealth of knowledge having performed a number of senior roles at board level for multi-jurisdictional institutions. His current role incorporates broad investment and risk management functions with particular responsibility for institutional and public sector advisory services and portfolio analysis. Tony is an individually chartered Member of the Chartered Institute for Securities and Investment in the UK and Isle of Man.

Call

+44 (0) 1624 604703

Email

tedmonds@fim.co.im

Michael Craine

Senior Investment Manager

Born in the Isle of Man, Michael joined FIM Capital Limited in January 2012, following a brief period at an international bank as an administrator. Michael has achieved the RDR-compliant Level 6 certificate in Private Client Investment Advice and Management and has since become an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man.

Call

+44 (0) 1624 604704

Email

mcraine@fim.co.im

Pieter Cloete

Investment Manager

Born in South Africa and living on the Isle of Man since 2003, Pieter joined FIM Capital Limited in July 2017. Pieter has worked in the financial sector since April 2004, where he started his career with a major international bank, before moving on to another international bank from where he joined our team. Pieter has achieved the RDR-compliant Level 6 certificate in Private Client Investment Advice and Management and has since become an individually chartered Fellow of the Chartered Institute for Securities and Investment in the UK and Isle of Man. He is also a member of the CFA Society of the UK and a member of the CFA Institute.

Call

+44 (0) 1624 604705

Email

pcloete@fim.co.im

Charlotte Cunningham

Junior Investment Manager

Born in the Isle of Man, Charlotte joined FIM Capital Limited in July 2016 after completing her A-Levels. Charlotte has attained the RDR compliant Level 4 Investment Advice Diploma with the Chartered Institute for Securities and Investment and is an Associate Member of the Chartered Institute for Securities & Investment in the UK and Isle of Man.

Call

+44 (0) 1624 604713

Email

ccunningham@fim.co.im

Paul Keen

Head of Business Development

Paul Joined FIM Capital in October 2019 as the Head of Business Development. Prior to joining FIM, Paul has built up extensive business development and client management experience across a range of industries, most recently in the technology sector where Paul was responsible for the management and growth of a diverse global customer base whilst building strong and mutually beneficial client relationships. His current role incorporates responsibilities for business development, client engagement and marketing across our diverse global client base. Paul has achieved the RDR compliant Level 4 Investment Advice Diploma with the Chartered Institute for Securities and Investment.  

Call

+44 (0) 1624 604708

Email

pkeen@fim.co.im

Ralph Haslett

Chief Operating Officer

Ralph joined FIM Capital in 2015 as Operations Manager and was promoted to CTO in 2016, then COO in 2017 and became an Exec Director in 2023. He has gained over 30 years’ experience across a diverse range of senior roles within the investment management, fund administration and life insurance industries.

Ralph is a Member of the Institute of Directors and holds the Certificate in Company Direction. In addition, he is a Chartered Fellow of the Chartered Management Institute and an individually chartered Member of the Chartered Institute for Securities and Investment in the UK and Isle of Man. Between 2009 to 2019 he was a Certified PRINCE2 Practitioner.

Call

+44 (0) 1624 604710

Email

rhaslett@fim.co.im

Sara Collister

Client Services Director

Sara joined FIM Capital Limited in 2014 as Senior Investment Co-ordinator and during 2018 she gained additional responsibility as Head of Offshore Administration. Following the completion of her degree in Marine Biology in 1996, Sara gained a wealth of experience while working for an international bank, a fund administration company and a life insurance company. Sara gained her IMC qualification from the CFA Society of the UK and is an individually chartered Member of Chartered Institute for Securities & Investment in the UK and Isle of Man and a Member of Chartered Management Institute. Sara attained the Institute of Directors Diploma in Company Direction in 2021.

Call

+44 (0) 1624 604714

Email

scollister@fim.co.im

Barbara Rhodes

Head of Settlements

Barbara joined FIM Capital Limited in July 2008 as Senior Investment Administrator and in January 2015 she gained additional responsibility as Head of Settlements. Prior to joining FIM, Barbara worked for two Isle of Man based investment management companies and has over 30 years continuous experience in the investment management industry. Barbara specialises in securities settlements and is widely experienced in all aspects of both front and back office systems and procedures. Barbara is an individually chartered Fellow of the Chartered Institute for Securities & Investment in the UK and Isle of Man.

Call

+44 (0) 1624 604712

Email

brhodes@fim.co.im

Stewart Bates

Operations Specialist

Originally from the south of England before moving to the Isle of Man in 2005, Stewart joined FIM Capital Limited in August 2017. Following the completion of his degree in Photography and Imaging in 1997, Stewart held a broad range of roles within the financial services industry providing him with a wealth of experience covering all aspects of administration, client services, IT and back office operations.

Call

+44 (0) 1624 604715

Email

sbates@fim.co.im

Gemma McPhee

Investment Co-ordinator

Born in Cambridge and living on the Isle of Man since 1983, Gemma joined FIM Capital in June 2019 as an Accounts Assistant then joined the Investment Management team as an Investment Co-ordinator in June 2020. Prior to joining FIM Capital Gemma gained 18 years experience in the banking industry.

Call

+44 (0) 1624 604724

Email

gmcphee@fim.co.im

Martyn Kennish

Investment Administrator

Born in the Isle of Man, Martyn joined FIM Capital Limited in February 2013. Prior to joining FIM Capital, Martyn worked for several Isle of Man based investment management companies and has over 24 years of continuous experience in the investment management industry. Martyn specialises in securities settlements and is widely experienced in back office systems and procedures.

Call

+44 (0) 1624 604711

Email

mkennish@fim.co.im

Kevin Shimell

Investment Administrator

Kevin has worked for several Isle of Man based companies within the life assurance industry over the last 15 years. Having specialised as an investment dealer in previous roles, he is looking to broaden his investment knowledge and experience working within the settlements team. Kevin has been with FIM Capital since December 2021

Call

+44 (0) 1624 604717

Email

kshimell@fim.co.im

Nina Corrin

New Business Officer

Nina joined FIM Capital in December 2013 as Compliance Officer and joined the Investment Management team in February 2019 as New Business Officer. Prior to joining FIM Capital, Nina was a Compliance Officer for a major Life Assurance company on the Island for 5 years, and previously at a local private bank for 11 years. She passed the Compliance Institute exams in 2002 and is a Member of the Alliance of Isle of Man Compliance Professionals.

Call

+44 (0) 1624 604751

Email

ncorrin@fim.co.im

Claire Whitelegg

Head of Compliance, Risk & Legal

Claire joined FIM Capital Limited in March 2021, having worked in the financial services industry for over 30 years. Claire’s regulatory knowledge has been gained as a Senior Regulator, Regulatory Consultant, and industry practitioner. Claire is a law graduate, a Chartered Fellow of the Chartered Institute for Securities and Investment and Chartered Governance Professional.

Call

+44 (0) 1624 604750

Email

cwhitelegg@fim.co.im

Lisa Bridson

Compliance Officer

Lisa joined FIM Capital in May 2021 as the Compliance Officer and the Money Laundering Reporting Officer.  She has worked in the financial services industry for over 30 years in multiple jurisdictions, the UK, Jersey, the British Virgin Islands and the USA, covering banking, trust and corporate services and more recently investments.  Lisa holds an International Compliance Diploma in Compliance and a Diploma in Anti Money Laundering and is a Member of the Alliance of Isle of Man Compliance Professionals and a Professional Member of the International Compliance Association.

Call

+44 (0) 1624 604752

Email

lbridson@fim.co.im

Sarah Colley

Risk Officer

Sarah joined FIM in February 2022 as the Risk Officer. She has worked in the Banking industry for over 30 years here on the Isle of Man, covering Commercial, Retail and International Banking. Her most recent role was Risk Review Manager within the Commercial Banking Sector.

Call

+44 (0) 1624 604754

Email

scolley@fim.co.im

Tracy Nicholl-Clarke

Assistant Compliance Officer

Tracy joined FIM on a temporary contract in March 2019 to work on the Client Risk Review project, before becoming a permanent employee on 1st September 2019. For the previous 5 years, she was self-employed, having her own business, after spending 23 years working within the banking industry (Life Insurance sector). Her most recent roles included that of Operations Team Manager and Verification Manager for Regulated Sales across Offshore. Tracy holds the Financial Planning Certificate, Certificate in Offshore Administration and a Diploma in Regulated Financial Planning.

Call

+44 (0) 1624 604753

Email

tnicholl-clarke@fim.co.im

Katie Crichton

Compliance Administrator

Katie joined FIM in January 2017, covering maternity leave in the Secretarial Team before joining permanently as an Investment Administrator in January 2018, then she became a Compliance Administrator in May 2018. Prior to joining FIM Capital, Katie gained 12 years experience working in the life assurance industry as an underwriter before taking a career break to raise her family.

Call

+44 (0) 1624 604716

Email

kcrichton@fim.co.im

Viv Hounslea

Executive Assistant

Viv joined FIM Capital Limited August 2006, soon after its inception, and passed the International Diploma in Financial Administration in 2009. Viv is a highly experienced Senior Secretary having worked at Director level for many years, previously at an international bank in Jersey and then in the Isle of Man following her move to the island in 1999. Viv leads a small team supporting all FIM Directors and Managers as their Executive Assistant.

Call

+44 (0) 1624 604740

Email

vhounslea@fim.co.im

Julie Thorley

Office Services Administrator

Julie joined FIM Capital Limited in May 2008 as an Office Services Administrator. Julie began her employment with an International Commercial Bank working in various departments also as Secretary to the Manager, then worked as a Publisher within the Operations Department of an airline. Prior to joining FIM Capital, Julie was a Partner in a family business for a number of years.

Call

+44 (0) 1624 604742

Email

jthorley@fim.co.im