Karen McSorley, Associate Director

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Karen McSorley, Associate Director

Following studying and qualifying as a chartered accountant in Ireland, Karen moved to Jersey in 1997 where she began her career in financial services in an auditing role at KPMG. Expanding her expertise in banking, Karen focused on management accounts, statutory accounts and regulatory reporting in a financial control role at Standard Bank for eight years. Karen diversified her career path by switching her focus to administration and became an integral component of a fund administration team at a local fund services provider, focusing initially on administering private equity funds before broadening her skills to real estate.

Having joined one of the Aztec Group’s client teams as an Associate Director in 2014, Karen’s extensive experience enhances our service providing and hugely benefits the management and guidance of her team. Concentrating on a private equity fund structure, Karen will be instrumental in assisting with the launch of new funds as well as the administration of funds within the structure. With 1 in 3 clients migrating to the Group from other service providers, Karen will also lead the fund migrations with her team.

Reflecting on the Aztec Group’s unrivalled statistics in relation to staff and client retention, Karen comments; “The Group has a very good reputation locally as a service provider and as an employer. The staff enjoy working at the Group and it’s reflected in the service they deliver. Clients appreciate the level of staff retention as they can correspond with the same people, often throughout the life of a fund.”

Karen is a Fellow of the Institute of Chartered Accountants in Ireland (ICAI) and a Member of the Institute of Financial Services (previously the Chartered Institute of Bankers).

To find out why we're the bright alternative in fund and corporate services, or to arrange a meeting, please contact Karen McSorley:

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If you would like to discuss outsourcing to the Aztec Group or are considering migrating a fund or SPV, please call James Duffield, Head of Business Development, on +44 20 3818 0250.

Aztec Group Guernsey

Aztec Financial Services (Guernsey) Limited
PO Box 656, East Wing, Trafalgar Court
Les Banques, St Peter Port, Guernsey, GY1 3PP

Telephone: +44 1481 749700
Facsimile: +44 1481 749749
Email: enquiries@aztecgroup.co.uk

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Aztec Group Jersey

Aztec Financial Services (Jersey) Limited
Aztec Group House, PO Box 730
11-15 Seaton Place, St Helier, Jersey, JE4 0QH

Telephone: +44 1534 833000
Facsimile: +44 1534 833033
Email: enquiries@aztecgroup.co.uk

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Aztec Group UK - London

Aztec Financial Services (UK) Limited
2 Throgmorton Avenue

Telephone: +44 20 3818 0250
Email: enquiries@aztecgroup.co.uk

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Aztec Group Luxembourg

Aztec Financial Services (Luxembourg) S.A.
8, rue Lou Hemmer, L-1748, Luxembourg – Findel
Grand-Duché de Luxembourg

Telephone:+352 246 160 6000
Facsimile: +352 246 160 6016
Email: enquiries@aztecgroup.eu

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Aztec Group The Netherlands

Aztec Financial Services (Netherlands) BV
Spaces Zuidas, Barbara Strozzilaan 201
1083 HN Amsterdam, The Netherlands

Telephone: +31 20 794 4820
Facsimile: +31 20 794 4821
Email: enquiries@aztecgroup.eu

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Aztec Group UK - Southampton

Aztec Financial Services (UK) Limited
Forum 3, Solent Business Park
Parkway South, Whiteley, Fareham, PO15 7FH

Telephone: +44 238 202 2300
Facsimile: +44 238 202 2309
Email: enquiries@aztecgroup.co.uk

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Aztec Group Sweden

Cetza Financial Services (Sweden) AB
Strandvägen 7a, 114 56, Stockholm, Sweden

Telephone: +46 8 124 488 88
Facsimile: +46 8 124 488 99
Email: enquiries@aztecgroup.se

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