Ethos
It is important to me both professionally and personally that I can be relied upon when the chips are down. Pragmatic and proactive, I keep a cool head when challenges arise and am inventive in finding efficient, workable solutions.
I am a generalist thinker and enjoy going ‘under the bonnet’ of new opportunities to figure out how best to navigate them. I enjoy the diversity of our clients and wider network of specialists, which has allowed me to connect with people doing all sorts of interesting things, expanding my knowledge in the process.
Role
I am responsible for a portfolio of global ultra-high-net-worth individuals and families. With a speciality for managing larger trust structures family groups which require an engaged, responsible trustee, I never underestimate the importance of building and maintaining effective working relationships.
Having previously worked for a bank-owned trust company in Geneva, I value that Saffery Trust’ independent structure allows me to explore the best structuring solutions for my clients and exploring diverse asset classes.
When it comes to asset protection and succession planning, there are often situations where urgent solutions are needed, or different conversations need to take place. I keep a cool head over contentious matters and am trusted by my clients to act in their best interest. Rather than simply reacting to clients need and requests as they arise, it is important to me to look further ahead and identify opportunities for their benefit.
Key experience
- Creating and administering structures for UK resident non-domiciled clients.
- Administering structures with significant financial assets including allocations to private equity/hedge funds.
- Handling complex structures owning residential and commercial real estate.
- Contentious cases and structuring for asset protection purposes.