Ethos
Relationships mean everything to me. Whether with clients, colleagues or intermediaries, I pride myself on building and maintaining long-lasting, meaningful relationships.
As a leader, I believe that you get what you give, and I always try to bring positivity, energy and enthusiasm to all I do. I work hard to create an environment where everyone can thrive. I value loyalty highly and am always willing to go the extra mile for individuals, or for my firm.
I am highly organised and meticulous, paying great attention to the details of any task. I appreciate that everyone works in different ways, but believe that excellence can always be achieved, even where different routes have been taken to get there.
Role
With over 15 years’ industry experience, I have developed an in-depth understanding of the challenges and opportunities for ultra-high-net-worth clients. I have extensive experience working with clients from the Netherlands, UK and South Africa, with some relationships spanning over a decade.
As Assistant Manager in a team specialising in the creation and management of wealth vehicles, I help to support our clients by finding bespoke structuring solutions to best meet their needs and objectives.
I play an active role in the development of the team, ensuring that tasks are delegated to allow everyone opportunities to learn and progress, while being on hand to provide support when needed.
Key experience
- UK residential and commercial property structures
- Family office-type structure for a large Southern African client family
- Traditional offshore succession planning structures for ultra-high-net-worth international clients
- Overseeing the evolution of first generation trust structures to meet the needs of internationally mobile second and third generation beneficiaries
Professional membership
- Full member of the Society of Trust and Estate Practitioners (STEP)