Results-driven and practical, I pride myself on understanding my clients’ objectives, anticipating their needs, and not shying away from challenges. I demonstrate consistency and transparency and appreciate the same traits in others. By acting with integrity and competence, I have built long-lasting professional relationships as a trusted adviser who gets the job done.
As a former Head of Trust & Estate Advisory for a prominent bank-owned trust company headquartered in Zurich, I was drawn to Saffery Trust by its independence and focus on client service. I am responsible for developing Saffery Trust’ presence in Zurich as an extension of its Swiss offering.
I have a deep knowledge of the trust administration function, which allows me to critically assess the advice our clients receive with an eye to the practical implications of future structuring solutions.
I have extensive experience working in partnership with ultra-high-net-worth clients from the Asia-Pacific, Middle East and Africa regions as well as European clients. I have also worked extensively with corporate clients.
- Advising ultra-high-net-worth clients on multi-jurisdictional wealth structuring and inheritance planning solutions
- Consulting on matters relating to family governance and family offices
- Primary contact and coordination for complex financial and real asset transactions
- IPO structuring
- Establishment of legal structures for corporate entities holding Employee Benefit schemes as well as deferred compensation for Key Managers and Founders