Ethos
I thrive on problem-solving and enjoy diving into both the details and the bigger picture of any project. Navigating complex situations with precision allows me to deliver strategic and effective solutions for clients. I genuinely enjoy working with people and find mentoring to be particularly rewarding. I pride myself on being approachable, guiding teams through challenges and helping them achieve their career aspirations. My adaptability and strong organisational skills are assets that I bring to every role, ensuring successful outcomes.
Role
With over a decade of experience within the trust industry, I am responsible for helping to support our team in the Cayman Islands in establishing and administering wealth structures for high-net-worth clients. This includes providing opportunities and enabling success for the next generation of trust professionals within the firm.
My role incorporates business development and building on Saffery Trust’s growing foothold in the region.
I am also a primary point of contact for our clients and will facilitate connections with our global network of intermediaries when specialist input is required.
Key experience
- Managing complex, multi-jurisdictional structures
- Handling contentious matters
- Overseeing wide ranging Family Office investments in the USA, Latin America and Asia
- Tax planning in conjunction with specialist advisors
- Working partnership with a global client base, primarily from the USA, Canada, Latin America, Asia and the Middle East
Qualifications and memberships
- Chartered Accountant of the Institute of Chartered Accountants of Scotland (ICAS)
- Member of the Society of Trust and Estate Practitioners (STEP)
- Fellow of Insol International (Global Insolvency Practice Course)
- STEP Cayman Islands council member and NextGen and Education sub-committee member
Awards
- 2019 STEP Excellence Awards: Highest-scoring student globally for Trust Administration & Accounts and Trust Creation: Law & Practice advanced certificates