Trust and Corporate

As team head of the Trust & Corporate team in Jersey, I have overall responsibility for the banking relationships to our regulated Trust & Corporate clients in Jersey. I’ve have 35 years banking experience, the last 20 years offshore, 14 years of which has been providing banking and debt solutions to regulated Trust companies in Jersey. I jonied Investec in September 2014.

I joined IBCI in 2010 and head up the Guernsey Trust & Corporate team where our team works with Guernsey Licensed and Regulated Trust Companies providing them with a wide range of Offshore Banking services. I am STEP qualified and have been involved in Banking and Trust business for 37 years.

I am responsible for Structured Lending within the Trust and Corporate team, based in the Jersey office but with a multi-jurisdictional client focus across Jersey, Guernsey, Isle of Man and Switzerland. My approach is on using an entrepreneurial mindset to find solutions for complex structured lending opportunities across a wide spectrum of sectors such as Real Estate, Investment Portfolio’s, Corporate Lending and other alternative asset classes. I have 14 years’ banking industry experience with specialist knowledge in Corporate Banking, Real Estate Finance and Private Equity Funds, most recently as Head of Corporate & Commercial Jersey for The Royal Bank of Scotland. I am a Chartered Associate of The London Institute of Banking and hold a BSc Hons Degree in Banking Practice & Management from The London Institute of Banking. I joined Investec in December 2018.

I joined the Investec team in 2019 to help establish a new office on the Isle of Man. I work with local Trust and Corporate Service Providers assisting them and their clients with all aspects of banking. My primary role is to assist local Trust and Corporate Service Providers and their clients with all aspects of banking and I have considerable experience in both Corporate and Private Banking. I hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment and the London Institute of Banking & Finance.

I head the Swiss Trust & Corporate team in Guernsey, providing specialist lending, banking and investment solutions to Trustees based in Switzerland.  As both a qualified Chartered Wealth Manager, and Trust & Estate Practitioner, I understand the often complicated needs of our Trust clients. I joined Investec in January 2018.