Expertise

Family office planning and management. Specialised trust activities for private individuals and charitable bodies. International wealth planning using structuring solutions.

Experience

30 years’ international trust and private banking experience. Worked in Guernsey, London, the Caribbean, Switzerland and Asia. Held prominent roles within leading private banking and trustee institutions, including Coutts (formerly NatWest Trust), Bank of Bermuda and MeesPierson.

Achievements

Associate of the Institute of Financial Services in the UK - Trustee Diploma. Registered Trust and Estate Practitioner (STEP). Citywealth Leaders List since 2013.