Our people are committed to helping clients by using their extensive knowledge gained over many years to solve practical business problems. In addition to the Adapa Advisory founders, we have access to a network of experienced team members who can be utilised in line with specific client requirements. The business model is designed to fulfil the client need for focused deliverables but also offer team members the opportunity to contribute to the industry in a manner that is in line with their own requirement.

The founding members of the team are:
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CHIEF EXECUTIVE OFFICER

Mark Kerns

Mark Kerns is a seasoned senior executive with a distinguished career working with leading global and regional banks including Standard Bank where he was Head of Investor Services. He has held senior roles at The Bank of New York, JP Morgan, Bankers Trust and The WM Company. His experience embraces business ownership roles, client and sales management, product management leadership, strategy and corporate development within the post trade and securities services industry. Mark is a Global Custodian Legend inductee and has received a Lifetime Achievement award from Global Investor.
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MANAGING DIRECTOR

Fiona Green

Fiona Green has been engaged in the financial service sector for 20 years and has extensive experience of financial markets, regulation and operations working with Standard Bank where she fulfilled a variety of roles most notably as Head of Investor Services for Africa, where she led the Investor Services franchise for The Standard Bank Group in 13 markets in Sub-Saharan Africa. Her experience also embraces client relationship management and engagement; client services; and marketing. Prior roles were held at NBC Consultants and Actuaries and Alexander Forbes Consultants and Actuaries. Fiona is a Global Custodian Legend inductee.
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DIRECTOR

Richard Barnsdale

Richard Barnsdale has over 20 years’ experience in the asset services industry working in a range of business transformation and strategy roles with responsibility for market analysis, strategic planning and business governance. He has experience in joint ventures, acquisitions, integration programs and product management in the investment services businesses at BNY Mellon, Citibank and Royal Bank of Scotland.
The associate partners of the team are:
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ASSOCIATE PARTNER

Steve Dyson

Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street's Wealth Manager Services division. In addition, he has worked at The Bank of New York where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development. This experience enables him to deliver a unique insight into strategy, trends and challenges facing the industry. Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also acts as a judge for the WealthBriefing European, Swiss and Channel Islands Awards and the Private Banking & Wealth Management London Awards.
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ASSOCIATE PARTNER

Anant Barchha

Anant Barchha is a seasoned financial services professional who has built a successful career over 25 years in performance & risk analytics including leadership roles with major global custodians and asset managers covering product development, operational management, client consulting and all aspects of business management. Anant's contributions have significantly benefitted Asset Owners and Asset Managers in developing data, processing and analytic reporting solutions when evaluating and monitoring their investment programs. Key positions held at BNYMellon, Northern Trust and Deutsche Bank
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ASSOCIATE PARTNER

Peter Christmas

Peter has over 35 years of experience working in the asset servicing industry, with a broad expertise of the financial services landscape across a variety of sectors globally, including significant experience with asset managers, wealth managers and investment banks. In his executive career, Peter specialised in senior client facing roles, including managing director positions at Pershing and Standard Chartered Bank. Most recently he was Head of Client Management and Business Development at Natwest Trustee and Depository Services. Peter has a B.Sc. in Electronic Engineering and spent the early part of his career working in Systems Development roles in Government and Finance. He also holds the IMC Part 1 and 2 qualification as well as the Certificate in ESG Investing from the CFA.

Gain access to the collective wisdom,

experience & expertise of industry professionals

Gain access to the collective wisdom,

experience & expertise of industry professionals

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