Ethos
I thrive in environments where I have opportunities to learn and challenges to overcome. I enjoy keeping abreast of continually changing regulations and supporting the Saffery Trust team by navigating them through, what can be, complex processes.
I have always been a keen ‘DIY-er’ and thoroughly enjoy getting under the
skin of the work I undertake, whether that be home renovations or professional processes. As a child I was always pulling things apart to see how they worked before putting them back together, which led to a strong aptitude for problem-solving.
I have always been appreciative of streamlined processes, which are invaluable in contributing to client service and team productivity. I value Saffery Trust’s business culture, which enables me to utilise my skills along with those of my colleagues in the wider Saffery group to deliver effective processes and risk controls for the business.
Role
In my role for Saffery Trust Suisse, I have overall responsibility for identifying, assessing, and mitigating potential risks within the organisation as well as the operational and compliance/regulatory risk management.
My role includes analysing, developing and maintaining functional risk policies, overseeing business transformation projects, IT systems and cyber/information security as well as ensuring and delivering business continuity.
As Risk Director, I am responsible for ensuring the security of all the people, assets, systems, and processes across the organisation including the promotion of the understanding risk and risk management strategy in a highly regulated world.
Key experience
- 30 years’ experience in the fiduciary industry, during which time I have spent more than 10 years in business risk management and corporate governance.
- Separation of two regulated legal entities, prior to the sale of a bank-owned trust business in Geneva.
- Handling contentious trust cases, litigation and momentous trustee decisions.
- Expertise in global reporting standards, such as Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).
Professional membership
- Associate Chartered Institute of Bankers (ACIB)