My professional qualifications are the Offshore Diploma from the Institute of Chartered Secretaries & Administrators (ICSA), the Certificate in Offshore Administration from the Society of Trust & Estate Practitioners (STEP).
I started my career in 1997 with Abacus Financial Services, the former trust arm of Coopers & Lybrand (now PWC). In 2000 I joined Stonehage Group working on private clients until 2002 when I joined Walbrook Trustees (then the trust arm of Deloitte) which underwent a management buy out and was subsequently acquired in 2007 by Barclays Wealth where I remained until February 2009.
Over the last seven years at Walbrook Trustees I gained experience and understanding of trust and corporate administration focusing mainly on providing services to European based high net worth clients and the management of private trust companies.
Second Floor Charles Bisson House 30-32 New Street St. Helier Jersey JE1 8FT Channel Islands
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e: info@bksfamilyoffice.com t: +44 (0)1534 825800
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