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mission statement

"To be a leading outsource service provider of investment schemes as recognised by clients, colleagues and the industry"

our objectives are:

  • To provide a service for clients that is differentiated from the market by consistency and value and which treats all clients fairly and equitably
  • To expand our business to provide access to major markets and fund types
  • To be seen as a market example of effective regulatory control
  • To become an Employer of choice
  • To deliver above average market returns for our Group shareholders

Our People

CFG Board

Chris Addenbrooke - Chief Executive Officer

Chris Addenbrooke

Chris joined Capita Financial Group as Chief Executive Officer in May 2007.

Chris was previously Chief Executive Officer of Capita Registrars which he joined in January 2005, his first position with Capita was as Senior Divisional IT Director in 2003. Chris has 18 years experience in the registration industry having formerly been Managing Director of Northern Registrars prior to the acquisition of Northern by Capita.

A key figure in the registration industry, Chris has managed the design, set-up and implementation of large scale IT administration systems. He has also been involved with CREST since its inception and is represented on a number of industry committees.

Laurence Everitt - Managing Director - CFG International & Business Development

Laurence Everitt

Laurence joined the Board of Capita Financial Group in October 2005. He is an experienced commercial director who has worked for several FTSE 250 organisations in senior management and Board positions.

Prior to joining Capita Group he ran the Banking operations for Morse plc, specialising in the investment management segment. Amongst other responsibilities, he led the acquisition of the management consulting company, CSTIM.

At Capita Financial Group, Laurence has responsibility for all client development, client management, marketing and product development activities.

Karl Midl - Programme Director

Karl Midl

Karl has been a part of the team at Capita Financial Group since 1995, when he was recruited as a junior Fund Accountant. Karl quickly moved through the ranks until 2002 when Capita subsequently acquired the firm, at which point he was promoted to the Board.

Having held the position of Operations Director between 2003 and 2007, Karl currently has Board responsibility for the successful implementation of Sungard InvestOne Enterprise Fund Accounting platform and a new workflow and image solution across all CFG operational areas, in all jurisdictions.

During the last 5 years Karl has been responsible for the Operational Design of the business and driving forward and implementing the automation of many operational processes. In addition Karl was responsible for the selection of our major outsourcing arrangements such as the supply of Custody and Trustee services in the UK and the transfer of specialist Fund Accounting roles to our operational centre in Mumbai.

Jonathan Eadie - Compliance Director

Jonathan Eadie

Jonathan joined the Board of Capita Financial Group in November 2005. Jonathan was previously Head of Compliance for Framlington Group, which he joined in 2000, incorporating compliance, anti-money laundering and U.S. SEC responsibilities.

Jonathan has extensive legal and regulatory experience acquired through previous management appointments within the life assurance and asset management sectors.

At Capita Financial Group Jonathan has primary responsibility for FSA compliance and other regulators concerned with Capita Financial Group operations overseas.

Jackie Millan - Finance Director

Jackie Millan

Jackie joined Capita Financial Group as Finance Director in November 2007.

Jackie was previously Finance Director for Specialist Services, part of the Insurance and Specialist Services Division of Capita, which she joined in August 2005. Jackie has varied experience across a number of industries having formerly been an equity analyst in the telecommunications sector at Daiwa Securities and a senior manager at PwC corporate finance in London.

Having qualified as a chartered accountant in 1992, Jackie is responsible for all financial matters within the Group.

Christine Hayes - Operations Director

Christine Hayes

Christine took forward the Board role of Operations Director for CFG in November 2007 and she joined Capita on 31st August 2007.

Christine has over 20 years experience in the collectives industry, including operational, tax and compliance roles.

Christine was Operations Director for Northern Administration and was instrumental to the development of the business prior to the acquisition by Capita.

Capita Financial Group is a trading name of Capita Financial Group Limited ("CFG"), registered in England Number 3669630, registered office 17 Rochester Row, London, SW1P 1QT.

Full FSA regulatory information and registered details for CFG, its affiliates, subsidiaries and associated companies, is available within the Legal Statement.