Profile icon Tick icon small Search icon Mobile nav icon Pin icon Linkedin icon Twitter icon Facebook icon Instagram Icon Email icon Telephone icon Arrow down icon Map icon large Icon PDF Logo Contact

Home / People

Sarah Yates, Senior Business Development Manager

Sarah is responsible for identifying and pursuing business development opportunities for corporate services, with a particular focus on the provision of company secretarial and administration services to SPVs, listed vehicles and management incentive plans. She is also the Group’s principal business development contact for depositary services.

Primarily supporting our offices in the Channel Islands and UK, a large part of Sarah’s role involves strengthening relationships with key business influencers and leading the proposal development process for opportunities arising in relation to our depositary and corporate services offerings.

Background and experience

Initially based in Jersey, Sarah joined the Group in 2015 as a Client Relationship Manager, where she led a team responsible for administering the funds of one of Europe’s largest private equity managers. In 2017, she moved to our London office to take on the role of Business Development Manager – she now leads the Group’s business development activities across the fields of depositary and corporate services.

Before this, Sarah worked at BNY Mellon within their institutional accounting and funds accounting department. Here, she gained extensive experience valuing large UK and German pension funds, rising from the position of Senior Investment Accountant to Manager of their daily valuations team.

During her time at BNY Mellon, Sarah spent seven months in India implementing change requirements for one of its offshore operations following the introduction of new accounting standards. This involved training staff, migrating processes, setting up oversight controls and providing management support to improve KPI results. Sarah also supported the business with client proposals and large migration projects.

Prior to entering the world of financial services, Sarah developed her organisation and leadership skills working in marketing and operations for a luxury food manufacturer.

Qualifications

  • CLT Advanced Certificate and International Diploma in Fund Administration (Alternative Assets).
  • Associate Member of the Chartered Institute of Securities and Investments (CISI).
  • IAQ/IOC qualification in Securities and Investments, Asset Servicing and FSA Regulation modules from CISI.
  • Level 3 Leadership and Management Certification from the Institute of Leadership and Management.
  • Degree in International Business and Economics from Aston University.

Outside of the office 

Sarah is passionate about travelling and enjoys immersing herself in new countries and cultures.


Aztec Group eNews