Trust Manager, Guernsey
As somewhat of an eternal student, I am highly motivated by opportunities to expand my knowledge base. I have always been analytical and a planner, with an aptitude for reporting. My interests lie across a broad and ever-growing spectrum, and I enjoy coordinating collating numerous moving parts.
I studied environmental science, combining my head for reporting with my sense of environmental responsibility. I have been encouraged to see our business and clients turn their attention to ESG opportunities and I look forward to exploring new avenues in those areas.
Client service and relationships are hugely important to me and I value being able to use my organisational skills to deliver the succinct reporting information my clients want and need.
I manage a family office team responsible for the administration of international structures, including the management of assets for ultra-high-net-worth families with a focus on the Middle East.
Alongside working closely with families’ trusted advisers and family offices on all legal, tax and banking matters, I also have management responsibility for the administration of the structures.
I have extensive experience of financial reporting for trust and company structures, including comprehensive cash flow monitoring and reporting, investment monitoring and the financial statements and audit process.
- Estate matters, including being part of the team involved in obtaining a blessing from the Grand Cayman Court for a momentous decision for the distribution of high-value and complex trust assets in accordance with Shari’a Law.
- Administration of non-standard assets including the acquisition and operation of private aircraft, superyachts, fine art, antiquities and jewellery.
- Administration of non-standard investments including hotel development and operations, private businesses, hedge funds and private equity.