Meet the team
Meet our teams in Guernsey, Jersey and the Isle of Man
Our team is ready to address any questions you have about any aspect of your financial requirements. Use the information below to identify the most appropriate expert for you and contact them directly.
Speak to our team
Leadership team
Jane Niles
CEO
Location: Guernsey, Jersey & Isle of Man
Jane is the Chief Executive Officer (‘CEO’) of Investec Bank (Channel Islands) Limited, leading the bank across Guernsey, Jersey and the Isle of Man. Jane joined Investec in 2016 and brings a 22-year career in banking in London, Hong Kong and Guernsey to the role. Prior to her role as CEO, Jane was Head of Offshore Real Estate and Head of Lending for Investec Bank in the Channel Islands and, before that, head of the bank’s Corporate and Family Office segment. Jane is a qualified Treasurer and holds a BA (Hons) degree from Oxford Brookes University.
Jane Niles
CEO
Location: Guernsey, Jersey & Isle of Man
Jane is the Chief Executive Officer (‘CEO’) of Investec Bank (Channel Islands) Limited, leading the bank across Guernsey, Jersey and the Isle of Man. Jane joined Investec in 2016 and brings a 22-year career in banking in London, Hong Kong and Guernsey to the role. Prior to her role as CEO, Jane was Head of Offshore Real Estate and Head of Lending for Investec Bank in the Channel Islands and, before that, head of the bank’s Corporate and Family Office segment. Jane is a qualified Treasurer and holds a BA (Hons) degree from Oxford Brookes University.
Andy Smith
Pan Island Head of Financial Intermediaries
Location: Jersey
I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.
Andy Smith
Pan Island Head of Financial Intermediaries
Location: Jersey
I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.
Emily Dawson
Pan Island Head of Private Banking
Location: Guernsey
I joined Investec in February 2022 and I head up the Corporate and Family Office team focusing on delivering our unique breadth of capabilities that combine to help our clients grow. I have 20 years’ experience in the financial services sector in Guernsey working with ultra-high net worth families and their private offices. The Investec approach of tailor-made holistic solutions beautifully complements the uniqueness of family offices, and shows how a deep understanding of a business, great client relationships and an entrepreneurial mindset can create enduring value.
Emily Dawson
Pan Island Head of Private Banking
Location: Guernsey
I joined Investec in February 2022 and I head up the Corporate and Family Office team focusing on delivering our unique breadth of capabilities that combine to help our clients grow. I have 20 years’ experience in the financial services sector in Guernsey working with ultra-high net worth families and their private offices. The Investec approach of tailor-made holistic solutions beautifully complements the uniqueness of family offices, and shows how a deep understanding of a business, great client relationships and an entrepreneurial mindset can create enduring value.
Jane Niles
CEO
Location: Guernsey, Jersey & Isle of Man
Jane is the Chief Executive Officer (‘CEO’) of Investec Bank (Channel Islands) Limited, leading the bank across Guernsey, Jersey and the Isle of Man. Jane joined Investec in 2016 and brings a 22-year career in banking in London, Hong Kong and Guernsey to the role. Prior to her role as CEO, Jane was Head of Offshore Real Estate and Head of Lending for Investec Bank in the Channel Islands and, before that, head of the bank’s Corporate and Family Office segment. Jane is a qualified Treasurer and holds a BA (Hons) degree from Oxford Brookes University.
Jane Niles
CEO
Location: Guernsey, Jersey & Isle of Man
Jane is the Chief Executive Officer (‘CEO’) of Investec Bank (Channel Islands) Limited, leading the bank across Guernsey, Jersey and the Isle of Man. Jane joined Investec in 2016 and brings a 22-year career in banking in London, Hong Kong and Guernsey to the role. Prior to her role as CEO, Jane was Head of Offshore Real Estate and Head of Lending for Investec Bank in the Channel Islands and, before that, head of the bank’s Corporate and Family Office segment. Jane is a qualified Treasurer and holds a BA (Hons) degree from Oxford Brookes University.
Andy Smith
Pan Island Head of Financial Intermediaries
Location: Jersey
I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.
Andy Smith
Pan Island Head of Financial Intermediaries
Location: Jersey
I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.
Emily Dawson
Pan Island Head of Private Banking
Location: Guernsey
I joined Investec in February 2022 and I head up the Corporate and Family Office team focusing on delivering our unique breadth of capabilities that combine to help our clients grow. I have 20 years’ experience in the financial services sector in Guernsey working with ultra-high net worth families and their private offices. The Investec approach of tailor-made holistic solutions beautifully complements the uniqueness of family offices, and shows how a deep understanding of a business, great client relationships and an entrepreneurial mindset can create enduring value.
Emily Dawson
Pan Island Head of Private Banking
Location: Guernsey
I joined Investec in February 2022 and I head up the Corporate and Family Office team focusing on delivering our unique breadth of capabilities that combine to help our clients grow. I have 20 years’ experience in the financial services sector in Guernsey working with ultra-high net worth families and their private offices. The Investec approach of tailor-made holistic solutions beautifully complements the uniqueness of family offices, and shows how a deep understanding of a business, great client relationships and an entrepreneurial mindset can create enduring value.
Jane Niles
CEO
Location: Guernsey, Jersey & Isle of Man
Jane is the Chief Executive Officer (‘CEO’) of Investec Bank (Channel Islands) Limited, leading the bank across Guernsey, Jersey and the Isle of Man. Jane joined Investec in 2016 and brings a 22-year career in banking in London, Hong Kong and Guernsey to the role. Prior to her role as CEO, Jane was Head of Offshore Real Estate and Head of Lending for Investec Bank in the Channel Islands and, before that, head of the bank’s Corporate and Family Office segment. Jane is a qualified Treasurer and holds a BA (Hons) degree from Oxford Brookes University.
Andy Smith
Pan Island Head of Financial Intermediaries
Location: Jersey
I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.
Emily Dawson
Pan Island Head of Private Banking
Location: Guernsey
I joined Investec in February 2022 and I head up the Corporate and Family Office team focusing on delivering our unique breadth of capabilities that combine to help our clients grow. I have 20 years’ experience in the financial services sector in Guernsey working with ultra-high net worth families and their private offices. The Investec approach of tailor-made holistic solutions beautifully complements the uniqueness of family offices, and shows how a deep understanding of a business, great client relationships and an entrepreneurial mindset can create enduring value.
Private Clients
Gordon Irish
Head of Professional Clients
Location: Guernsey
Speak to me about: Mortgages and Private Banking.
Having worked in finance since 1984 in a variety of roles, I joined Investec in 2016 and work within our Private Banking Team. In addition to my role as Business Developer, I head up the team that provides focused banking, lending and investment services to industry professionals, be they residents of the Channel Islands or beyond.
Gordon Irish
Head of Professional Clients
Location: Guernsey
Speak to me about: Mortgages and Private Banking.
Having worked in finance since 1984 in a variety of roles, I joined Investec in 2016 and work within our Private Banking Team. In addition to my role as Business Developer, I head up the team that provides focused banking, lending and investment services to industry professionals, be they residents of the Channel Islands or beyond.
Ben Hanney
Head of High Net Worth & Family Office
Location: Guernsey
I joined Investec in 2018 and am currently the Head of HNW & Families Offices. In this role, I lead a dedicated team of Private Bankers who deliver tailored financial solutions to high-net-worth individuals and family offices. Previously, I served as the Head of Swiss Trustee Banking, where I specialised in providing expert lending, banking, and investment services to Trustees in Switzerland. As a qualified Chartered Wealth Manager, authorised Swiss Client Advisor and Trust and Estate Practitioner, I bring a deep understanding of the complex needs of our clients, ensuring we offer comprehensive and bespoke financial strategies.
Ben Hanney
Head of High Net Worth & Family Office
Location: Guernsey
I joined Investec in 2018 and am currently the Head of HNW & Families Offices. In this role, I lead a dedicated team of Private Bankers who deliver tailored financial solutions to high-net-worth individuals and family offices. Previously, I served as the Head of Swiss Trustee Banking, where I specialised in providing expert lending, banking, and investment services to Trustees in Switzerland. As a qualified Chartered Wealth Manager, authorised Swiss Client Advisor and Trust and Estate Practitioner, I bring a deep understanding of the complex needs of our clients, ensuring we offer comprehensive and bespoke financial strategies.
Peter Roberts
Private Banker
Location: Guernsey
Over 15 years’ experience in the offshore banking sector providing an industry-leading Corporate and Family Office banking proposition across Cash Management, Lending, Foreign Exchange and Custody. I’m passionate in developing special long-term relationships and providing a highly bespoke and tailored banking solutions that are specific to our client’s needs. Prior to Investec, spent 5 years in Funds services administrating numerous offshore funds. I joined Investec in 2006 developing and growing our offshore Private Client book, through this success emerged the Corporate and Family Office offering.
Peter Roberts
Private Banker
Location: Guernsey
Over 15 years’ experience in the offshore banking sector providing an industry-leading Corporate and Family Office banking proposition across Cash Management, Lending, Foreign Exchange and Custody. I’m passionate in developing special long-term relationships and providing a highly bespoke and tailored banking solutions that are specific to our client’s needs. Prior to Investec, spent 5 years in Funds services administrating numerous offshore funds. I joined Investec in 2006 developing and growing our offshore Private Client book, through this success emerged the Corporate and Family Office offering.
Chelsay Hurley
Private Banker
Location: Guernsey
I am a Relationship Manager for the Private Clients team and I assist wealthy individuals & business leaders in Guernsey to manage their banking & investments requirements. I work closely with my Lending, Business Development and Wealth & Investment colleagues and together we look to provide tailored offshore banking, investment portfolios and lending solutions to meet our clients’ individual needs. I joined Investec in 2006.
Chelsay Hurley
Private Banker
Location: Guernsey
I am a Relationship Manager for the Private Clients team and I assist wealthy individuals & business leaders in Guernsey to manage their banking & investments requirements. I work closely with my Lending, Business Development and Wealth & Investment colleagues and together we look to provide tailored offshore banking, investment portfolios and lending solutions to meet our clients’ individual needs. I joined Investec in 2006.
James Torode
Private Banker
Location: Guernsey
I joined Investec in 2016 and I’m a Relationship Manager in the Private Clients team. I work closely with my lending and business development colleagues, and together we provide tailored offshore banking and lending solutions to meet our clients’ individual needs.
James Torode
Private Banker
Location: Guernsey
I joined Investec in 2016 and I’m a Relationship Manager in the Private Clients team. I work closely with my lending and business development colleagues, and together we provide tailored offshore banking and lending solutions to meet our clients’ individual needs.
Mark Barnett
Private Banker
Location: Guernsey
Speak to me about: UK Resident Non Domiciled Individuals
I’m a Private Client Relationship Manager and Lending Specialist having joined Investec in 2014. My experience includes 24 years within an international banking group, and during this time gained experience in multiple different roles and areas. I have the determination and drive to succeed and excel beyond the basic standards, whether it’s for my clients, colleagues or business partners.
Mark Barnett
Private Banker
Location: Guernsey
Speak to me about: UK Resident Non Domiciled Individuals
I’m a Private Client Relationship Manager and Lending Specialist having joined Investec in 2014. My experience includes 24 years within an international banking group, and during this time gained experience in multiple different roles and areas. I have the determination and drive to succeed and excel beyond the basic standards, whether it’s for my clients, colleagues or business partners.
Byron McKenzie
Private Banker
Location: Guernsey
I joined Investec in 2018 to manage and lead a portfolio of our international clients. Within that portfolio I assist high net worth individuals/entrepreneurs with their private banking, lending and wealth management needs.
Byron McKenzie
Private Banker
Location: Guernsey
I joined Investec in 2018 to manage and lead a portfolio of our international clients. Within that portfolio I assist high net worth individuals/entrepreneurs with their private banking, lending and wealth management needs.
Danielle Wadley
Private Banker
Location: Guernsey
I joined Investec in 2014 forming part of the Private Client Services team, to manage a portfolio of our International clients. In 2018, I changed my role and now deal with all aspects of client servicing for the Corporate and Family Office team (“CFO”).
Danielle Wadley
Private Banker
Location: Guernsey
I joined Investec in 2014 forming part of the Private Client Services team, to manage a portfolio of our International clients. In 2018, I changed my role and now deal with all aspects of client servicing for the Corporate and Family Office team (“CFO”).
Gordon Irish
Head of Professional Clients
Location: Guernsey
Speak to me about: Mortgages and Private Banking.
Having worked in finance since 1984 in a variety of roles, I joined Investec in 2016 and work within our Private Banking Team. In addition to my role as Business Developer, I head up the team that provides focused banking, lending and investment services to industry professionals, be they residents of the Channel Islands or beyond.
Gordon Irish
Head of Professional Clients
Location: Guernsey
Speak to me about: Mortgages and Private Banking.
Having worked in finance since 1984 in a variety of roles, I joined Investec in 2016 and work within our Private Banking Team. In addition to my role as Business Developer, I head up the team that provides focused banking, lending and investment services to industry professionals, be they residents of the Channel Islands or beyond.
Ben Hanney
Head of High Net Worth & Family Office
Location: Guernsey
I joined Investec in 2018 and am currently the Head of HNW & Families Offices. In this role, I lead a dedicated team of Private Bankers who deliver tailored financial solutions to high-net-worth individuals and family offices. Previously, I served as the Head of Swiss Trustee Banking, where I specialised in providing expert lending, banking, and investment services to Trustees in Switzerland. As a qualified Chartered Wealth Manager, authorised Swiss Client Advisor and Trust and Estate Practitioner, I bring a deep understanding of the complex needs of our clients, ensuring we offer comprehensive and bespoke financial strategies.
Ben Hanney
Head of High Net Worth & Family Office
Location: Guernsey
I joined Investec in 2018 and am currently the Head of HNW & Families Offices. In this role, I lead a dedicated team of Private Bankers who deliver tailored financial solutions to high-net-worth individuals and family offices. Previously, I served as the Head of Swiss Trustee Banking, where I specialised in providing expert lending, banking, and investment services to Trustees in Switzerland. As a qualified Chartered Wealth Manager, authorised Swiss Client Advisor and Trust and Estate Practitioner, I bring a deep understanding of the complex needs of our clients, ensuring we offer comprehensive and bespoke financial strategies.
Peter Roberts
Private Banker
Location: Guernsey
Over 15 years’ experience in the offshore banking sector providing an industry-leading Corporate and Family Office banking proposition across Cash Management, Lending, Foreign Exchange and Custody. I’m passionate in developing special long-term relationships and providing a highly bespoke and tailored banking solutions that are specific to our client’s needs. Prior to Investec, spent 5 years in Funds services administrating numerous offshore funds. I joined Investec in 2006 developing and growing our offshore Private Client book, through this success emerged the Corporate and Family Office offering.
Peter Roberts
Private Banker
Location: Guernsey
Over 15 years’ experience in the offshore banking sector providing an industry-leading Corporate and Family Office banking proposition across Cash Management, Lending, Foreign Exchange and Custody. I’m passionate in developing special long-term relationships and providing a highly bespoke and tailored banking solutions that are specific to our client’s needs. Prior to Investec, spent 5 years in Funds services administrating numerous offshore funds. I joined Investec in 2006 developing and growing our offshore Private Client book, through this success emerged the Corporate and Family Office offering.
Chelsay Hurley
Private Banker
Location: Guernsey
I am a Relationship Manager for the Private Clients team and I assist wealthy individuals & business leaders in Guernsey to manage their banking & investments requirements. I work closely with my Lending, Business Development and Wealth & Investment colleagues and together we look to provide tailored offshore banking, investment portfolios and lending solutions to meet our clients’ individual needs. I joined Investec in 2006.
Chelsay Hurley
Private Banker
Location: Guernsey
I am a Relationship Manager for the Private Clients team and I assist wealthy individuals & business leaders in Guernsey to manage their banking & investments requirements. I work closely with my Lending, Business Development and Wealth & Investment colleagues and together we look to provide tailored offshore banking, investment portfolios and lending solutions to meet our clients’ individual needs. I joined Investec in 2006.
James Torode
Private Banker
Location: Guernsey
I joined Investec in 2016 and I’m a Relationship Manager in the Private Clients team. I work closely with my lending and business development colleagues, and together we provide tailored offshore banking and lending solutions to meet our clients’ individual needs.
James Torode
Private Banker
Location: Guernsey
I joined Investec in 2016 and I’m a Relationship Manager in the Private Clients team. I work closely with my lending and business development colleagues, and together we provide tailored offshore banking and lending solutions to meet our clients’ individual needs.
Mark Barnett
Private Banker
Location: Guernsey
Speak to me about: UK Resident Non Domiciled Individuals
I’m a Private Client Relationship Manager and Lending Specialist having joined Investec in 2014. My experience includes 24 years within an international banking group, and during this time gained experience in multiple different roles and areas. I have the determination and drive to succeed and excel beyond the basic standards, whether it’s for my clients, colleagues or business partners.
Mark Barnett
Private Banker
Location: Guernsey
Speak to me about: UK Resident Non Domiciled Individuals
I’m a Private Client Relationship Manager and Lending Specialist having joined Investec in 2014. My experience includes 24 years within an international banking group, and during this time gained experience in multiple different roles and areas. I have the determination and drive to succeed and excel beyond the basic standards, whether it’s for my clients, colleagues or business partners.
Byron McKenzie
Private Banker
Location: Guernsey
I joined Investec in 2018 to manage and lead a portfolio of our international clients. Within that portfolio I assist high net worth individuals/entrepreneurs with their private banking, lending and wealth management needs.
Byron McKenzie
Private Banker
Location: Guernsey
I joined Investec in 2018 to manage and lead a portfolio of our international clients. Within that portfolio I assist high net worth individuals/entrepreneurs with their private banking, lending and wealth management needs.
Danielle Wadley
Private Banker
Location: Guernsey
I joined Investec in 2014 forming part of the Private Client Services team, to manage a portfolio of our International clients. In 2018, I changed my role and now deal with all aspects of client servicing for the Corporate and Family Office team (“CFO”).
Danielle Wadley
Private Banker
Location: Guernsey
I joined Investec in 2014 forming part of the Private Client Services team, to manage a portfolio of our International clients. In 2018, I changed my role and now deal with all aspects of client servicing for the Corporate and Family Office team (“CFO”).
Gordon Irish
Head of Professional Clients
Location: Guernsey
Speak to me about: Mortgages and Private Banking.
Having worked in finance since 1984 in a variety of roles, I joined Investec in 2016 and work within our Private Banking Team. In addition to my role as Business Developer, I head up the team that provides focused banking, lending and investment services to industry professionals, be they residents of the Channel Islands or beyond.
Ben Hanney
Head of High Net Worth & Family Office
Location: Guernsey
I joined Investec in 2018 and am currently the Head of HNW & Families Offices. In this role, I lead a dedicated team of Private Bankers who deliver tailored financial solutions to high-net-worth individuals and family offices. Previously, I served as the Head of Swiss Trustee Banking, where I specialised in providing expert lending, banking, and investment services to Trustees in Switzerland. As a qualified Chartered Wealth Manager, authorised Swiss Client Advisor and Trust and Estate Practitioner, I bring a deep understanding of the complex needs of our clients, ensuring we offer comprehensive and bespoke financial strategies.
Peter Roberts
Private Banker
Location: Guernsey
Over 15 years’ experience in the offshore banking sector providing an industry-leading Corporate and Family Office banking proposition across Cash Management, Lending, Foreign Exchange and Custody. I’m passionate in developing special long-term relationships and providing a highly bespoke and tailored banking solutions that are specific to our client’s needs. Prior to Investec, spent 5 years in Funds services administrating numerous offshore funds. I joined Investec in 2006 developing and growing our offshore Private Client book, through this success emerged the Corporate and Family Office offering.
Chelsay Hurley
Private Banker
Location: Guernsey
I am a Relationship Manager for the Private Clients team and I assist wealthy individuals & business leaders in Guernsey to manage their banking & investments requirements. I work closely with my Lending, Business Development and Wealth & Investment colleagues and together we look to provide tailored offshore banking, investment portfolios and lending solutions to meet our clients’ individual needs. I joined Investec in 2006.
James Torode
Private Banker
Location: Guernsey
I joined Investec in 2016 and I’m a Relationship Manager in the Private Clients team. I work closely with my lending and business development colleagues, and together we provide tailored offshore banking and lending solutions to meet our clients’ individual needs.
Mark Barnett
Private Banker
Location: Guernsey
Speak to me about: UK Resident Non Domiciled Individuals
I’m a Private Client Relationship Manager and Lending Specialist having joined Investec in 2014. My experience includes 24 years within an international banking group, and during this time gained experience in multiple different roles and areas. I have the determination and drive to succeed and excel beyond the basic standards, whether it’s for my clients, colleagues or business partners.
Byron McKenzie
Private Banker
Location: Guernsey
I joined Investec in 2018 to manage and lead a portfolio of our international clients. Within that portfolio I assist high net worth individuals/entrepreneurs with their private banking, lending and wealth management needs.
Danielle Wadley
Private Banker
Location: Guernsey
I joined Investec in 2014 forming part of the Private Client Services team, to manage a portfolio of our International clients. In 2018, I changed my role and now deal with all aspects of client servicing for the Corporate and Family Office team (“CFO”).
Lending team
Mark Le Mottee
Head of UK and International Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in December 2018 and lead a team of private bankers who provide real estate lending on residential and commercial UK property, across a range of property sectors structured as investment or development transactions. We focus on providing a bespoke, personal service for UHNW family offices, UK expats and international clients. I have over 19 years of experience in providing complex lending and banking solutions across Financial Intermediaries, Corporate Banking, Real Estate Finance, and Private Equity Funds. I am a Chartered Associate of the Institute of Financial Services, hold a BSc Hons degree in Banking Practice and Management from The London Institute of Financial Services (IFS), three banking diplomas and the Certificate in Company Direction from the Institute of Directors.
Mark Le Mottee
Head of UK and International Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in December 2018 and lead a team of private bankers who provide real estate lending on residential and commercial UK property, across a range of property sectors structured as investment or development transactions. We focus on providing a bespoke, personal service for UHNW family offices, UK expats and international clients. I have over 19 years of experience in providing complex lending and banking solutions across Financial Intermediaries, Corporate Banking, Real Estate Finance, and Private Equity Funds. I am a Chartered Associate of the Institute of Financial Services, hold a BSc Hons degree in Banking Practice and Management from The London Institute of Financial Services (IFS), three banking diplomas and the Certificate in Company Direction from the Institute of Directors.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Scott Philpott
Head of Guernsey Lending
Location: Guernsey
With 30+ years banking track record, I joined Investec Bank (Channel Islands) Limited Corporate & Family Office in June 2018. Bringing a wealth of experience in building long term relationships with high net worth individuals, corporate enterprises, real estate entities, family offices and institutions. I work in partnership with existing and new clients, to provide the highest level of service and deliver tailored solutions.
Scott Philpott
Head of Guernsey Lending
Location: Guernsey
With 30+ years banking track record, I joined Investec Bank (Channel Islands) Limited Corporate & Family Office in June 2018. Bringing a wealth of experience in building long term relationships with high net worth individuals, corporate enterprises, real estate entities, family offices and institutions. I work in partnership with existing and new clients, to provide the highest level of service and deliver tailored solutions.
Karen Scott
Private Banker - Lending International
Location: Jersey
I am responsible for lending to high net worth and professional clients based in Jersey. I have worked in the local Jersey property market since my arrival in Jersey 26 years ago and have built a large network of contacts to source lending opportunities. I have been at Investec since 2014
Karen Scott
Private Banker - Lending International
Location: Jersey
I am responsible for lending to high net worth and professional clients based in Jersey. I have worked in the local Jersey property market since my arrival in Jersey 26 years ago and have built a large network of contacts to source lending opportunities. I have been at Investec since 2014
Audrey Lynch
Private Banker - Lending International
Location: Jersey
I have over 18 years banking experience, primarily working within Corporate Banking where I developed in depth knowledge and practical industry experience of managing a portfolio of Trust and Corporate clients. Moving to Investec in 2015 to lead the Trust and Corporate Lending Team in Jersey and the Isle of Man allowed me to leverage my strong relationships and provide bespoke lending solutions to new and existing clients.
Audrey Lynch
Private Banker - Lending International
Location: Jersey
I have over 18 years banking experience, primarily working within Corporate Banking where I developed in depth knowledge and practical industry experience of managing a portfolio of Trust and Corporate clients. Moving to Investec in 2015 to lead the Trust and Corporate Lending Team in Jersey and the Isle of Man allowed me to leverage my strong relationships and provide bespoke lending solutions to new and existing clients.
Natasha Cannon
Private Banker - Lending
Location: Jersey
Within the Corporate & Family Office team my main responsibilities are building active relationships with a portfolio of clients, including managing new lending transactions by structuring bespoke financing solutions. I joined Investec in 2015.
Natasha Cannon
Private Banker - Lending
Location: Jersey
Within the Corporate & Family Office team my main responsibilities are building active relationships with a portfolio of clients, including managing new lending transactions by structuring bespoke financing solutions. I joined Investec in 2015.
Alex Macaione
Private Banker - Lending
Location: Jersey
I joined Investec in the Corporate & Family Office team in 2017, the team provides lending and banking services to Corporates, Family Offices and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions. I have over 20 years’ experience in Banking previously working for RBSI working in various roles both in Retail and Corporate Banking.
Alex Macaione
Private Banker - Lending
Location: Jersey
I joined Investec in the Corporate & Family Office team in 2017, the team provides lending and banking services to Corporates, Family Offices and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions. I have over 20 years’ experience in Banking previously working for RBSI working in various roles both in Retail and Corporate Banking.
Susie Ryan
Private Banker - Lending
Location: Jersey
I have over two decades of experience in the offshore finance industry and this has equipped me with a deep understanding of the local market and its unique lending challenges. I strive to provide tailored solutions that meet the needs of our clients, ensuring exceptional service delivery every step of the way.
Susie Ryan
Private Banker - Lending
Location: Jersey
I have over two decades of experience in the offshore finance industry and this has equipped me with a deep understanding of the local market and its unique lending challenges. I strive to provide tailored solutions that meet the needs of our clients, ensuring exceptional service delivery every step of the way.
Leeroy Fritsch
Private Banker - Lending
Location: Guernsey
I manage client relationships and structure bespoke financing solutions to property professionals, corporates and family offices. I partner with new and existing clients to provide tailored solutions whilst delivering the highest levels of service. I have been part of the Investec Group since 2009, relocating from South Africa to the Channel Islands business in 2017.
Leeroy Fritsch
Private Banker - Lending
Location: Guernsey
I manage client relationships and structure bespoke financing solutions to property professionals, corporates and family offices. I partner with new and existing clients to provide tailored solutions whilst delivering the highest levels of service. I have been part of the Investec Group since 2009, relocating from South Africa to the Channel Islands business in 2017.
Mark Coutanche
Private Banker - Lending International
Location: Guernsey & Switzerland
I joined Investec in 2014, having spent my previous 27 years in the banking industry with NatWest Offshore and Rothschild respectively. My role within Investec is heading up the lending team looking after the Trust and Corporate Service Providers in both Guernsey and Geneva and it is my responsibility to be pro-active in finding and structuring lending solutions for offshore structures administered by our clients.
Mark Coutanche
Private Banker - Lending International
Location: Guernsey & Switzerland
I joined Investec in 2014, having spent my previous 27 years in the banking industry with NatWest Offshore and Rothschild respectively. My role within Investec is heading up the lending team looking after the Trust and Corporate Service Providers in both Guernsey and Geneva and it is my responsibility to be pro-active in finding and structuring lending solutions for offshore structures administered by our clients.
Hazel Brown
Private Banker - Lending
Location: Guernsey & Switzerland
I joined Investec in 2013 working with the New Business & Risk Team, before moving to the Trust & Corporate team where I now provide specialist lending solutions to Trust & Corporate service providers in Guernsey and Switzerland.
Hazel Brown
Private Banker - Lending
Location: Guernsey & Switzerland
I joined Investec in 2013 working with the New Business & Risk Team, before moving to the Trust & Corporate team where I now provide specialist lending solutions to Trust & Corporate service providers in Guernsey and Switzerland.
James Lihou
Private Banker - Lending International
Location: Guernsey
James Lihou
Private Banker - Lending International
Location: Guernsey
Olivia Cutts-Watson
Private Banker - Lending International
Location: Guernsey
Olivia Cutts-Watson
Private Banker - Lending International
Location: Guernsey
Sophie Griffiths
Private Banker - Lending International
Location: Guernsey
Sophie Griffiths
Private Banker - Lending International
Location: Guernsey
Christopher Taylor
Private Banker - Lending
Location: Guernsey
I am a Lending Relationship Manager primarily focussing upon the varying debt requirements of high net worth Guernsey clients and their corporate structures. I joined Investec Bank (Channel Islands) Limited in June 2020 following several years working as a Relationship Director for a large multinational Corporate Bank and 3 years in Business Development for an offshore syndicated debt provider. I chose Investec because they have a very credible client centric approach and are a Private Bank that loves to lend, this is somewhat unique in a banking segment otherwise dominated by an obsession with assets under management.
Christopher Taylor
Private Banker - Lending
Location: Guernsey
I am a Lending Relationship Manager primarily focussing upon the varying debt requirements of high net worth Guernsey clients and their corporate structures. I joined Investec Bank (Channel Islands) Limited in June 2020 following several years working as a Relationship Director for a large multinational Corporate Bank and 3 years in Business Development for an offshore syndicated debt provider. I chose Investec because they have a very credible client centric approach and are a Private Bank that loves to lend, this is somewhat unique in a banking segment otherwise dominated by an obsession with assets under management.
Mark Le Mottee
Head of UK and International Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in December 2018 and lead a team of private bankers who provide real estate lending on residential and commercial UK property, across a range of property sectors structured as investment or development transactions. We focus on providing a bespoke, personal service for UHNW family offices, UK expats and international clients. I have over 19 years of experience in providing complex lending and banking solutions across Financial Intermediaries, Corporate Banking, Real Estate Finance, and Private Equity Funds. I am a Chartered Associate of the Institute of Financial Services, hold a BSc Hons degree in Banking Practice and Management from The London Institute of Financial Services (IFS), three banking diplomas and the Certificate in Company Direction from the Institute of Directors.
Mark Le Mottee
Head of UK and International Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in December 2018 and lead a team of private bankers who provide real estate lending on residential and commercial UK property, across a range of property sectors structured as investment or development transactions. We focus on providing a bespoke, personal service for UHNW family offices, UK expats and international clients. I have over 19 years of experience in providing complex lending and banking solutions across Financial Intermediaries, Corporate Banking, Real Estate Finance, and Private Equity Funds. I am a Chartered Associate of the Institute of Financial Services, hold a BSc Hons degree in Banking Practice and Management from The London Institute of Financial Services (IFS), three banking diplomas and the Certificate in Company Direction from the Institute of Directors.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Scott Philpott
Head of Guernsey Lending
Location: Guernsey
With 30+ years banking track record, I joined Investec Bank (Channel Islands) Limited Corporate & Family Office in June 2018. Bringing a wealth of experience in building long term relationships with high net worth individuals, corporate enterprises, real estate entities, family offices and institutions. I work in partnership with existing and new clients, to provide the highest level of service and deliver tailored solutions.
Scott Philpott
Head of Guernsey Lending
Location: Guernsey
With 30+ years banking track record, I joined Investec Bank (Channel Islands) Limited Corporate & Family Office in June 2018. Bringing a wealth of experience in building long term relationships with high net worth individuals, corporate enterprises, real estate entities, family offices and institutions. I work in partnership with existing and new clients, to provide the highest level of service and deliver tailored solutions.
Karen Scott
Private Banker - Lending International
Location: Jersey
I am responsible for lending to high net worth and professional clients based in Jersey. I have worked in the local Jersey property market since my arrival in Jersey 26 years ago and have built a large network of contacts to source lending opportunities. I have been at Investec since 2014
Karen Scott
Private Banker - Lending International
Location: Jersey
I am responsible for lending to high net worth and professional clients based in Jersey. I have worked in the local Jersey property market since my arrival in Jersey 26 years ago and have built a large network of contacts to source lending opportunities. I have been at Investec since 2014
Audrey Lynch
Private Banker - Lending International
Location: Jersey
I have over 18 years banking experience, primarily working within Corporate Banking where I developed in depth knowledge and practical industry experience of managing a portfolio of Trust and Corporate clients. Moving to Investec in 2015 to lead the Trust and Corporate Lending Team in Jersey and the Isle of Man allowed me to leverage my strong relationships and provide bespoke lending solutions to new and existing clients.
Audrey Lynch
Private Banker - Lending International
Location: Jersey
I have over 18 years banking experience, primarily working within Corporate Banking where I developed in depth knowledge and practical industry experience of managing a portfolio of Trust and Corporate clients. Moving to Investec in 2015 to lead the Trust and Corporate Lending Team in Jersey and the Isle of Man allowed me to leverage my strong relationships and provide bespoke lending solutions to new and existing clients.
Natasha Cannon
Private Banker - Lending
Location: Jersey
Within the Corporate & Family Office team my main responsibilities are building active relationships with a portfolio of clients, including managing new lending transactions by structuring bespoke financing solutions. I joined Investec in 2015.
Natasha Cannon
Private Banker - Lending
Location: Jersey
Within the Corporate & Family Office team my main responsibilities are building active relationships with a portfolio of clients, including managing new lending transactions by structuring bespoke financing solutions. I joined Investec in 2015.
Alex Macaione
Private Banker - Lending
Location: Jersey
I joined Investec in the Corporate & Family Office team in 2017, the team provides lending and banking services to Corporates, Family Offices and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions. I have over 20 years’ experience in Banking previously working for RBSI working in various roles both in Retail and Corporate Banking.
Alex Macaione
Private Banker - Lending
Location: Jersey
I joined Investec in the Corporate & Family Office team in 2017, the team provides lending and banking services to Corporates, Family Offices and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions. I have over 20 years’ experience in Banking previously working for RBSI working in various roles both in Retail and Corporate Banking.
Susie Ryan
Private Banker - Lending
Location: Jersey
I have over two decades of experience in the offshore finance industry and this has equipped me with a deep understanding of the local market and its unique lending challenges. I strive to provide tailored solutions that meet the needs of our clients, ensuring exceptional service delivery every step of the way.
Susie Ryan
Private Banker - Lending
Location: Jersey
I have over two decades of experience in the offshore finance industry and this has equipped me with a deep understanding of the local market and its unique lending challenges. I strive to provide tailored solutions that meet the needs of our clients, ensuring exceptional service delivery every step of the way.
Leeroy Fritsch
Private Banker - Lending
Location: Guernsey
I manage client relationships and structure bespoke financing solutions to property professionals, corporates and family offices. I partner with new and existing clients to provide tailored solutions whilst delivering the highest levels of service. I have been part of the Investec Group since 2009, relocating from South Africa to the Channel Islands business in 2017.
Leeroy Fritsch
Private Banker - Lending
Location: Guernsey
I manage client relationships and structure bespoke financing solutions to property professionals, corporates and family offices. I partner with new and existing clients to provide tailored solutions whilst delivering the highest levels of service. I have been part of the Investec Group since 2009, relocating from South Africa to the Channel Islands business in 2017.
Mark Coutanche
Private Banker - Lending International
Location: Guernsey & Switzerland
I joined Investec in 2014, having spent my previous 27 years in the banking industry with NatWest Offshore and Rothschild respectively. My role within Investec is heading up the lending team looking after the Trust and Corporate Service Providers in both Guernsey and Geneva and it is my responsibility to be pro-active in finding and structuring lending solutions for offshore structures administered by our clients.
Mark Coutanche
Private Banker - Lending International
Location: Guernsey & Switzerland
I joined Investec in 2014, having spent my previous 27 years in the banking industry with NatWest Offshore and Rothschild respectively. My role within Investec is heading up the lending team looking after the Trust and Corporate Service Providers in both Guernsey and Geneva and it is my responsibility to be pro-active in finding and structuring lending solutions for offshore structures administered by our clients.
Hazel Brown
Private Banker - Lending
Location: Guernsey & Switzerland
I joined Investec in 2013 working with the New Business & Risk Team, before moving to the Trust & Corporate team where I now provide specialist lending solutions to Trust & Corporate service providers in Guernsey and Switzerland.
Hazel Brown
Private Banker - Lending
Location: Guernsey & Switzerland
I joined Investec in 2013 working with the New Business & Risk Team, before moving to the Trust & Corporate team where I now provide specialist lending solutions to Trust & Corporate service providers in Guernsey and Switzerland.
James Lihou
Private Banker - Lending International
Location: Guernsey
James Lihou
Private Banker - Lending International
Location: Guernsey
Olivia Cutts-Watson
Private Banker - Lending International
Location: Guernsey
Olivia Cutts-Watson
Private Banker - Lending International
Location: Guernsey
Sophie Griffiths
Private Banker - Lending International
Location: Guernsey
Sophie Griffiths
Private Banker - Lending International
Location: Guernsey
Christopher Taylor
Private Banker - Lending
Location: Guernsey
I am a Lending Relationship Manager primarily focussing upon the varying debt requirements of high net worth Guernsey clients and their corporate structures. I joined Investec Bank (Channel Islands) Limited in June 2020 following several years working as a Relationship Director for a large multinational Corporate Bank and 3 years in Business Development for an offshore syndicated debt provider. I chose Investec because they have a very credible client centric approach and are a Private Bank that loves to lend, this is somewhat unique in a banking segment otherwise dominated by an obsession with assets under management.
Christopher Taylor
Private Banker - Lending
Location: Guernsey
I am a Lending Relationship Manager primarily focussing upon the varying debt requirements of high net worth Guernsey clients and their corporate structures. I joined Investec Bank (Channel Islands) Limited in June 2020 following several years working as a Relationship Director for a large multinational Corporate Bank and 3 years in Business Development for an offshore syndicated debt provider. I chose Investec because they have a very credible client centric approach and are a Private Bank that loves to lend, this is somewhat unique in a banking segment otherwise dominated by an obsession with assets under management.
Mark Le Mottee
Head of UK and International Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in December 2018 and lead a team of private bankers who provide real estate lending on residential and commercial UK property, across a range of property sectors structured as investment or development transactions. We focus on providing a bespoke, personal service for UHNW family offices, UK expats and international clients. I have over 19 years of experience in providing complex lending and banking solutions across Financial Intermediaries, Corporate Banking, Real Estate Finance, and Private Equity Funds. I am a Chartered Associate of the Institute of Financial Services, hold a BSc Hons degree in Banking Practice and Management from The London Institute of Financial Services (IFS), three banking diplomas and the Certificate in Company Direction from the Institute of Directors.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Scott Philpott
Head of Guernsey Lending
Location: Guernsey
With 30+ years banking track record, I joined Investec Bank (Channel Islands) Limited Corporate & Family Office in June 2018. Bringing a wealth of experience in building long term relationships with high net worth individuals, corporate enterprises, real estate entities, family offices and institutions. I work in partnership with existing and new clients, to provide the highest level of service and deliver tailored solutions.
Karen Scott
Private Banker - Lending International
Location: Jersey
I am responsible for lending to high net worth and professional clients based in Jersey. I have worked in the local Jersey property market since my arrival in Jersey 26 years ago and have built a large network of contacts to source lending opportunities. I have been at Investec since 2014
Audrey Lynch
Private Banker - Lending International
Location: Jersey
I have over 18 years banking experience, primarily working within Corporate Banking where I developed in depth knowledge and practical industry experience of managing a portfolio of Trust and Corporate clients. Moving to Investec in 2015 to lead the Trust and Corporate Lending Team in Jersey and the Isle of Man allowed me to leverage my strong relationships and provide bespoke lending solutions to new and existing clients.
Natasha Cannon
Private Banker - Lending
Location: Jersey
Within the Corporate & Family Office team my main responsibilities are building active relationships with a portfolio of clients, including managing new lending transactions by structuring bespoke financing solutions. I joined Investec in 2015.
Alex Macaione
Private Banker - Lending
Location: Jersey
I joined Investec in the Corporate & Family Office team in 2017, the team provides lending and banking services to Corporates, Family Offices and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions. I have over 20 years’ experience in Banking previously working for RBSI working in various roles both in Retail and Corporate Banking.
Susie Ryan
Private Banker - Lending
Location: Jersey
I have over two decades of experience in the offshore finance industry and this has equipped me with a deep understanding of the local market and its unique lending challenges. I strive to provide tailored solutions that meet the needs of our clients, ensuring exceptional service delivery every step of the way.
Leeroy Fritsch
Private Banker - Lending
Location: Guernsey
I manage client relationships and structure bespoke financing solutions to property professionals, corporates and family offices. I partner with new and existing clients to provide tailored solutions whilst delivering the highest levels of service. I have been part of the Investec Group since 2009, relocating from South Africa to the Channel Islands business in 2017.
Mark Coutanche
Private Banker - Lending International
Location: Guernsey & Switzerland
I joined Investec in 2014, having spent my previous 27 years in the banking industry with NatWest Offshore and Rothschild respectively. My role within Investec is heading up the lending team looking after the Trust and Corporate Service Providers in both Guernsey and Geneva and it is my responsibility to be pro-active in finding and structuring lending solutions for offshore structures administered by our clients.
Hazel Brown
Private Banker - Lending
Location: Guernsey & Switzerland
I joined Investec in 2013 working with the New Business & Risk Team, before moving to the Trust & Corporate team where I now provide specialist lending solutions to Trust & Corporate service providers in Guernsey and Switzerland.
James Lihou
Private Banker - Lending International
Location: Guernsey
Olivia Cutts-Watson
Private Banker - Lending International
Location: Guernsey
Sophie Griffiths
Private Banker - Lending International
Location: Guernsey
Christopher Taylor
Private Banker - Lending
Location: Guernsey
I am a Lending Relationship Manager primarily focussing upon the varying debt requirements of high net worth Guernsey clients and their corporate structures. I joined Investec Bank (Channel Islands) Limited in June 2020 following several years working as a Relationship Director for a large multinational Corporate Bank and 3 years in Business Development for an offshore syndicated debt provider. I chose Investec because they have a very credible client centric approach and are a Private Bank that loves to lend, this is somewhat unique in a banking segment otherwise dominated by an obsession with assets under management.
Financial intermediaries
Ryan Lambotte
Head of Financial Intermediaries - Jersey
Location: Jersey
Speak to me about: Financial Intermediaries
I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector. A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.
Ryan Lambotte
Head of Financial Intermediaries - Jersey
Location: Jersey
Speak to me about: Financial Intermediaries
I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector. A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.
Ashley Dye
Head of Financial Intermediaries - Guernsey
Location: Guernsey
Speak to me about: Financial Intermediaries
I joined Investec in 2023 and manage a team that provides a full service offering to regulated Financial Services Businesses. Our primary services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution. I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking.
Ashley Dye
Head of Financial Intermediaries - Guernsey
Location: Guernsey
Speak to me about: Financial Intermediaries
I joined Investec in 2023 and manage a team that provides a full service offering to regulated Financial Services Businesses. Our primary services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution. I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking.
Jon Wagstaffe
Head of Financial Intermediaries - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2019 to help establish a new office on the Isle of Man. My primary role is to liaise with local Financial Intermediaries and their clients for banking services and lending information. I have considerable experience in both Corporate and Private Banking and hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment, and the London Institute of Banking and Finance.
Jon Wagstaffe
Head of Financial Intermediaries - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2019 to help establish a new office on the Isle of Man. My primary role is to liaise with local Financial Intermediaries and their clients for banking services and lending information. I have considerable experience in both Corporate and Private Banking and hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment, and the London Institute of Banking and Finance.
Mark Beresford
Relationship Manager - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.
Mark Beresford
Relationship Manager - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.
Greig Higgens
Relationship Manager
Location: Jersey
I joined Investec in January 2021, as a Relationship Manager as part of the Financial Intermediary Team in Jersey. I work with clients to provide banking solutions while building and developing active relationships to help meet their needs. I previously worked in the Trust and Corporate Sector for over 20 years managing complex trust and corporate financial structures for international ultra-high-net-worth families.
Greig Higgens
Relationship Manager
Location: Jersey
I joined Investec in January 2021, as a Relationship Manager as part of the Financial Intermediary Team in Jersey. I work with clients to provide banking solutions while building and developing active relationships to help meet their needs. I previously worked in the Trust and Corporate Sector for over 20 years managing complex trust and corporate financial structures for international ultra-high-net-worth families.
Dom Michon
Relationship Manager
Location: Jersey
I joined the Trust & Corporate team in June 2008, bringing over 40 years of professional experience in the industry. In my role, I am responsible for managing client relationships and identifying new business opportunities, including liquidity, foreign exchange, and custody services. My extensive career has equipped me with the expertise needed to deliver high-quality service while fostering strong client connections.
Dom Michon
Relationship Manager
Location: Jersey
I joined the Trust & Corporate team in June 2008, bringing over 40 years of professional experience in the industry. In my role, I am responsible for managing client relationships and identifying new business opportunities, including liquidity, foreign exchange, and custody services. My extensive career has equipped me with the expertise needed to deliver high-quality service while fostering strong client connections.
Shelly Cassidy
Relationship Manager
Location: Jersey
I joined Investec in 2016 as a member of the Financial Intermediary team, I am part of the Relationship Management Team, providing tailored banking solutions. My role focuses on building and developing active relationships with our clients, who are regulated Financial Intermediaries in Jersey. With over 25 years of experience in the financial sector, I bring a wealth of knowledge and professionalism to my work, ensuring exceptional service and strong client connections.
Shelly Cassidy
Relationship Manager
Location: Jersey
I joined Investec in 2016 as a member of the Financial Intermediary team, I am part of the Relationship Management Team, providing tailored banking solutions. My role focuses on building and developing active relationships with our clients, who are regulated Financial Intermediaries in Jersey. With over 25 years of experience in the financial sector, I bring a wealth of knowledge and professionalism to my work, ensuring exceptional service and strong client connections.
Andrew Pender
Relationship Manager
Location: Guernsey
I am a Relationship Manager in the Financial Intermediaries team in Guernsey, I focus primarily on cultivating existing and new relationships with regulated and licensed fiduciaries and providing them with banking, custody, lending, cash and liquidity solutions.
I joined Investec in 2020, bringing four years of experience as a Relationship Manager in the retail banking sector.
Andrew Pender
Relationship Manager
Location: Guernsey
I am a Relationship Manager in the Financial Intermediaries team in Guernsey, I focus primarily on cultivating existing and new relationships with regulated and licensed fiduciaries and providing them with banking, custody, lending, cash and liquidity solutions.
I joined Investec in 2020, bringing four years of experience as a Relationship Manager in the retail banking sector.
Louise Tidd
Relationship Manager
Location: Guernsey
I am a Relationship Manager (RM) for our Trust and Corporate Clients in Guernsey. I have been with Investec since 2007 and was recently appointed as RM in 2018.
Louise Tidd
Relationship Manager
Location: Guernsey
I am a Relationship Manager (RM) for our Trust and Corporate Clients in Guernsey. I have been with Investec since 2007 and was recently appointed as RM in 2018.
James Mroch
Relationship Manager
Location: Switzerland
I work as a Relationship Manager in the Trust & Corporate Service team providing specialist lending, banking and investments to Trustees in Switzerland. I previously worked in Investec’s Corporate Client Service team, I am therefore well placed to provide a well-rounded service to our clients as I have a deep knowledge of all our products and services and how our offerings can add value for their clients. I joined Investec in August 2017.
James Mroch
Relationship Manager
Location: Switzerland
I work as a Relationship Manager in the Trust & Corporate Service team providing specialist lending, banking and investments to Trustees in Switzerland. I previously worked in Investec’s Corporate Client Service team, I am therefore well placed to provide a well-rounded service to our clients as I have a deep knowledge of all our products and services and how our offerings can add value for their clients. I joined Investec in August 2017.
Ryan Lambotte
Head of Financial Intermediaries - Jersey
Location: Jersey
Speak to me about: Financial Intermediaries
I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector. A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.
Ryan Lambotte
Head of Financial Intermediaries - Jersey
Location: Jersey
Speak to me about: Financial Intermediaries
I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector. A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.
Ashley Dye
Head of Financial Intermediaries - Guernsey
Location: Guernsey
Speak to me about: Financial Intermediaries
I joined Investec in 2023 and manage a team that provides a full service offering to regulated Financial Services Businesses. Our primary services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution. I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking.
Ashley Dye
Head of Financial Intermediaries - Guernsey
Location: Guernsey
Speak to me about: Financial Intermediaries
I joined Investec in 2023 and manage a team that provides a full service offering to regulated Financial Services Businesses. Our primary services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution. I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking.
Jon Wagstaffe
Head of Financial Intermediaries - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2019 to help establish a new office on the Isle of Man. My primary role is to liaise with local Financial Intermediaries and their clients for banking services and lending information. I have considerable experience in both Corporate and Private Banking and hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment, and the London Institute of Banking and Finance.
Jon Wagstaffe
Head of Financial Intermediaries - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2019 to help establish a new office on the Isle of Man. My primary role is to liaise with local Financial Intermediaries and their clients for banking services and lending information. I have considerable experience in both Corporate and Private Banking and hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment, and the London Institute of Banking and Finance.
Mark Beresford
Relationship Manager - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.
Mark Beresford
Relationship Manager - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.
Greig Higgens
Relationship Manager
Location: Jersey
I joined Investec in January 2021, as a Relationship Manager as part of the Financial Intermediary Team in Jersey. I work with clients to provide banking solutions while building and developing active relationships to help meet their needs. I previously worked in the Trust and Corporate Sector for over 20 years managing complex trust and corporate financial structures for international ultra-high-net-worth families.
Greig Higgens
Relationship Manager
Location: Jersey
I joined Investec in January 2021, as a Relationship Manager as part of the Financial Intermediary Team in Jersey. I work with clients to provide banking solutions while building and developing active relationships to help meet their needs. I previously worked in the Trust and Corporate Sector for over 20 years managing complex trust and corporate financial structures for international ultra-high-net-worth families.
Dom Michon
Relationship Manager
Location: Jersey
I joined the Trust & Corporate team in June 2008, bringing over 40 years of professional experience in the industry. In my role, I am responsible for managing client relationships and identifying new business opportunities, including liquidity, foreign exchange, and custody services. My extensive career has equipped me with the expertise needed to deliver high-quality service while fostering strong client connections.
Dom Michon
Relationship Manager
Location: Jersey
I joined the Trust & Corporate team in June 2008, bringing over 40 years of professional experience in the industry. In my role, I am responsible for managing client relationships and identifying new business opportunities, including liquidity, foreign exchange, and custody services. My extensive career has equipped me with the expertise needed to deliver high-quality service while fostering strong client connections.
Shelly Cassidy
Relationship Manager
Location: Jersey
I joined Investec in 2016 as a member of the Financial Intermediary team, I am part of the Relationship Management Team, providing tailored banking solutions. My role focuses on building and developing active relationships with our clients, who are regulated Financial Intermediaries in Jersey. With over 25 years of experience in the financial sector, I bring a wealth of knowledge and professionalism to my work, ensuring exceptional service and strong client connections.
Shelly Cassidy
Relationship Manager
Location: Jersey
I joined Investec in 2016 as a member of the Financial Intermediary team, I am part of the Relationship Management Team, providing tailored banking solutions. My role focuses on building and developing active relationships with our clients, who are regulated Financial Intermediaries in Jersey. With over 25 years of experience in the financial sector, I bring a wealth of knowledge and professionalism to my work, ensuring exceptional service and strong client connections.
Andrew Pender
Relationship Manager
Location: Guernsey
I am a Relationship Manager in the Financial Intermediaries team in Guernsey, I focus primarily on cultivating existing and new relationships with regulated and licensed fiduciaries and providing them with banking, custody, lending, cash and liquidity solutions.
I joined Investec in 2020, bringing four years of experience as a Relationship Manager in the retail banking sector.
Andrew Pender
Relationship Manager
Location: Guernsey
I am a Relationship Manager in the Financial Intermediaries team in Guernsey, I focus primarily on cultivating existing and new relationships with regulated and licensed fiduciaries and providing them with banking, custody, lending, cash and liquidity solutions.
I joined Investec in 2020, bringing four years of experience as a Relationship Manager in the retail banking sector.
Louise Tidd
Relationship Manager
Location: Guernsey
I am a Relationship Manager (RM) for our Trust and Corporate Clients in Guernsey. I have been with Investec since 2007 and was recently appointed as RM in 2018.
Louise Tidd
Relationship Manager
Location: Guernsey
I am a Relationship Manager (RM) for our Trust and Corporate Clients in Guernsey. I have been with Investec since 2007 and was recently appointed as RM in 2018.
James Mroch
Relationship Manager
Location: Switzerland
I work as a Relationship Manager in the Trust & Corporate Service team providing specialist lending, banking and investments to Trustees in Switzerland. I previously worked in Investec’s Corporate Client Service team, I am therefore well placed to provide a well-rounded service to our clients as I have a deep knowledge of all our products and services and how our offerings can add value for their clients. I joined Investec in August 2017.
James Mroch
Relationship Manager
Location: Switzerland
I work as a Relationship Manager in the Trust & Corporate Service team providing specialist lending, banking and investments to Trustees in Switzerland. I previously worked in Investec’s Corporate Client Service team, I am therefore well placed to provide a well-rounded service to our clients as I have a deep knowledge of all our products and services and how our offerings can add value for their clients. I joined Investec in August 2017.
Ryan Lambotte
Head of Financial Intermediaries - Jersey
Location: Jersey
Speak to me about: Financial Intermediaries
I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector. A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.
Ashley Dye
Head of Financial Intermediaries - Guernsey
Location: Guernsey
Speak to me about: Financial Intermediaries
I joined Investec in 2023 and manage a team that provides a full service offering to regulated Financial Services Businesses. Our primary services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution. I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking.
Jon Wagstaffe
Head of Financial Intermediaries - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2019 to help establish a new office on the Isle of Man. My primary role is to liaise with local Financial Intermediaries and their clients for banking services and lending information. I have considerable experience in both Corporate and Private Banking and hold qualifications from the Chartered Insurance Institute, the Institute for Securities and Investment, and the London Institute of Banking and Finance.
Mark Beresford
Relationship Manager - Isle of Man
Location: Isle of Man
Speak to me about: Financial Intermediaries
I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.
Greig Higgens
Relationship Manager
Location: Jersey
I joined Investec in January 2021, as a Relationship Manager as part of the Financial Intermediary Team in Jersey. I work with clients to provide banking solutions while building and developing active relationships to help meet their needs. I previously worked in the Trust and Corporate Sector for over 20 years managing complex trust and corporate financial structures for international ultra-high-net-worth families.
Dom Michon
Relationship Manager
Location: Jersey
I joined the Trust & Corporate team in June 2008, bringing over 40 years of professional experience in the industry. In my role, I am responsible for managing client relationships and identifying new business opportunities, including liquidity, foreign exchange, and custody services. My extensive career has equipped me with the expertise needed to deliver high-quality service while fostering strong client connections.
Shelly Cassidy
Relationship Manager
Location: Jersey
I joined Investec in 2016 as a member of the Financial Intermediary team, I am part of the Relationship Management Team, providing tailored banking solutions. My role focuses on building and developing active relationships with our clients, who are regulated Financial Intermediaries in Jersey. With over 25 years of experience in the financial sector, I bring a wealth of knowledge and professionalism to my work, ensuring exceptional service and strong client connections.
Andrew Pender
Relationship Manager
Location: Guernsey
I am a Relationship Manager in the Financial Intermediaries team in Guernsey, I focus primarily on cultivating existing and new relationships with regulated and licensed fiduciaries and providing them with banking, custody, lending, cash and liquidity solutions.
I joined Investec in 2020, bringing four years of experience as a Relationship Manager in the retail banking sector.
Louise Tidd
Relationship Manager
Location: Guernsey
I am a Relationship Manager (RM) for our Trust and Corporate Clients in Guernsey. I have been with Investec since 2007 and was recently appointed as RM in 2018.
James Mroch
Relationship Manager
Location: Switzerland
I work as a Relationship Manager in the Trust & Corporate Service team providing specialist lending, banking and investments to Trustees in Switzerland. I previously worked in Investec’s Corporate Client Service team, I am therefore well placed to provide a well-rounded service to our clients as I have a deep knowledge of all our products and services and how our offerings can add value for their clients. I joined Investec in August 2017.
Client services
Lorraine Henry
Head of Corporate Clients Services
Location: Guernsey
Speak to me about: Client Support Services
My role as a Corporate Client Services Officer, is to ensure that we deliver an extremely high standard of service to our Trust & Corporate Service Provider client base, and to also manage a small book of Intermediaries as Relationship Manager. I have worked at Investec for 24 years since 1996 and still enjoy coming in to work every day
Lorraine Henry
Head of Corporate Clients Services
Location: Guernsey
Speak to me about: Client Support Services
My role as a Corporate Client Services Officer, is to ensure that we deliver an extremely high standard of service to our Trust & Corporate Service Provider client base, and to also manage a small book of Intermediaries as Relationship Manager. I have worked at Investec for 24 years since 1996 and still enjoy coming in to work every day
Mauricio Marques
Head of Private Client Services
Location: Guernsey
Mauricio Marques
Head of Private Client Services
Location: Guernsey
Emma Wright
Private Client Services
Location: Guernsey
This fantastic organisation enrolled me in September 2016. I have been with the Private Client services team since joining, managing a portfolio of international clients.
Emma Wright
Private Client Services
Location: Guernsey
This fantastic organisation enrolled me in September 2016. I have been with the Private Client services team since joining, managing a portfolio of international clients.
Tracey Gardner
Private Client Services
Location: Guernsey
I joined Investec Bank (Channel Islands) limited in 2005 working in the private client team and focusing on building good relationships within the Investec Group and clients all around the world.
Tracey Gardner
Private Client Services
Location: Guernsey
I joined Investec Bank (Channel Islands) limited in 2005 working in the private client team and focusing on building good relationships within the Investec Group and clients all around the world.
Tracey Hards
Corporate Client Services
Location: Guernsey
I joined Investec Bank in September 2019, working in a small team for the corporate client services, and bringing with me 30 years of experience in the both personal and corporate banking. Before joining Investec, I worked for a large clearing bank, working my way up through the various roles within the group.
Tracey Hards
Corporate Client Services
Location: Guernsey
I joined Investec Bank in September 2019, working in a small team for the corporate client services, and bringing with me 30 years of experience in the both personal and corporate banking. Before joining Investec, I worked for a large clearing bank, working my way up through the various roles within the group.
Lorraine Henry
Head of Corporate Clients Services
Location: Guernsey
Speak to me about: Client Support Services
My role as a Corporate Client Services Officer, is to ensure that we deliver an extremely high standard of service to our Trust & Corporate Service Provider client base, and to also manage a small book of Intermediaries as Relationship Manager. I have worked at Investec for 24 years since 1996 and still enjoy coming in to work every day
Lorraine Henry
Head of Corporate Clients Services
Location: Guernsey
Speak to me about: Client Support Services
My role as a Corporate Client Services Officer, is to ensure that we deliver an extremely high standard of service to our Trust & Corporate Service Provider client base, and to also manage a small book of Intermediaries as Relationship Manager. I have worked at Investec for 24 years since 1996 and still enjoy coming in to work every day
Mauricio Marques
Head of Private Client Services
Location: Guernsey
Mauricio Marques
Head of Private Client Services
Location: Guernsey
Emma Wright
Private Client Services
Location: Guernsey
This fantastic organisation enrolled me in September 2016. I have been with the Private Client services team since joining, managing a portfolio of international clients.
Emma Wright
Private Client Services
Location: Guernsey
This fantastic organisation enrolled me in September 2016. I have been with the Private Client services team since joining, managing a portfolio of international clients.
Tracey Gardner
Private Client Services
Location: Guernsey
I joined Investec Bank (Channel Islands) limited in 2005 working in the private client team and focusing on building good relationships within the Investec Group and clients all around the world.
Tracey Gardner
Private Client Services
Location: Guernsey
I joined Investec Bank (Channel Islands) limited in 2005 working in the private client team and focusing on building good relationships within the Investec Group and clients all around the world.
Tracey Hards
Corporate Client Services
Location: Guernsey
I joined Investec Bank in September 2019, working in a small team for the corporate client services, and bringing with me 30 years of experience in the both personal and corporate banking. Before joining Investec, I worked for a large clearing bank, working my way up through the various roles within the group.
Tracey Hards
Corporate Client Services
Location: Guernsey
I joined Investec Bank in September 2019, working in a small team for the corporate client services, and bringing with me 30 years of experience in the both personal and corporate banking. Before joining Investec, I worked for a large clearing bank, working my way up through the various roles within the group.
Lorraine Henry
Head of Corporate Clients Services
Location: Guernsey
Speak to me about: Client Support Services
My role as a Corporate Client Services Officer, is to ensure that we deliver an extremely high standard of service to our Trust & Corporate Service Provider client base, and to also manage a small book of Intermediaries as Relationship Manager. I have worked at Investec for 24 years since 1996 and still enjoy coming in to work every day
Mauricio Marques
Head of Private Client Services
Location: Guernsey
Emma Wright
Private Client Services
Location: Guernsey
This fantastic organisation enrolled me in September 2016. I have been with the Private Client services team since joining, managing a portfolio of international clients.
Tracey Gardner
Private Client Services
Location: Guernsey
I joined Investec Bank (Channel Islands) limited in 2005 working in the private client team and focusing on building good relationships within the Investec Group and clients all around the world.
Tracey Hards
Corporate Client Services
Location: Guernsey
I joined Investec Bank in September 2019, working in a small team for the corporate client services, and bringing with me 30 years of experience in the both personal and corporate banking. Before joining Investec, I worked for a large clearing bank, working my way up through the various roles within the group.