Ethos
I firmly believe that building and maintaining relationships on a foundation of mutual trust with my clients, colleagues and our extensive global network of service providers, is invaluable. I enjoy being challenged both personally and professionally and willingly invest my own time in exploring new opportunities for growth for myself and my clients.
Not one to shy away from difficult conversations, the relationships I have built with my clients have proven instrumental in finding workable solutions when challenges arise. I have always found that being open and approachable is the best tool in my arsenal and they are traits I value in others.
My ethos aligns with that of Saffery Trust in my eagerness to take educated risks. I continue to play an integral part in the extensive research required in the handling of digital assets in the emerging market.
Role
Alongside the business acumen that comes part and parcel with over 13 years of managing structures for ultra-high net worth clients, my personable approach has allowed me to cultivate a career which also includes business development, regularly travelling to London to meet with clients and intermediaries.
I was fundamental in the on-boarding of our first client structure involving digital assets, and currently have responsibility for multi-structure portfolios which require complex transactions and maintenance. I am driven by the variety of our service offering and our ability to offer bespoke packages, tailored to fulfil client needs.
With both professional experience and personal investment in digital assets and cryptocurrency, I regularly author, and contribute to, thought leadership articles on digital wealth structuring. Keen to share my expertise on the role of trustees for clients with digital wealth, I was a panellist on the STEP “Digital asset trusts in practice” webinar, with over 700 registered attendees.
I have also taken responsibility for training and mentoring junior staff and pride myself on being a role model in demonstrating the necessary attributes in providing the highest levels of customer service.
Key experience
- Providing managerial oversight of the Digital Asset Team and its portfolios
- Managing a diverse portfolio, including prominent ultra-high-net-worth clients
- Panel member on the STEP “Digital asset trusts in practice” webinar 2022
Professional memberships and listings
- Listed in the ePrivateClient 2022 Channel Islands Top 35 under 35
- Student member of the Association of Chartered Certified Accountants