A trust industry veteran with over 25 years’ experience, I started my career as a Chartered Accountant for a ‘big four’ form, before becoming a director at an international bank. Detail-ordiented, with high expectations of the client service I deliver, I am responsible for the management of a group of ultra-high-net-worth clients, where the managed structures range from vanilla trust and corporate entities, to unit trusts, partnerships and protected cell companies.
I have a particular specialism in advising clients on structuring solutions in relation to family business and non-business assets to ensure that continuity is retained and assets are kept within the family for generations.
In recent years, I have been overseeing Saffery Trust’s efforts to develop our digital asset service offering to meet the news of crypto and digital native ultra-high-net-worth clients.
- Family dispute resolution and the structuring of family assets for future generations.
- Assisting clients through the process of selecting investment managers and distilling advice into easily understandable terms.
- Guiding clients through the constantly changing regulatory landscape including FATCA and CRS.
- Private equity investment appraisals.