Ethos
I am a firm believer that the best service is the one you don’t have to ask for. This philosophy is something I value as a customer, and so is something I strive to deliver to our clients. While you can never predict everything, I work to pre-empt our client’s needs and keep abreast of opportunities and challenges.
In a career spanning over thirty years, I have lived experience of, what can be an extremely competitive industry. After my time in the trenches, I moved abroad with my family for a change of pace. Upon returning to the island, I had the benefit of being able to choose a business with an ethos I believed in. Saffery Trust fit the bill and represents the perfect balance of being big enough to cope and small enough to care.
I value trust very highly and deliver an honest, open service to our clients. I am proud that Saffery Trust has the strength to step up to the plate and go to bat for our clients when things get difficult. I, and we, are not scared of doing the difficult thing where it is the right thing to do, which is reflected in our client service.
Role
I am head of the Transformation Team at Saffery Trust, which is responsible for finding innovative digital solutions to enhance efficiency, including automating key operating processes, for the ultimate benefit of client service excellence.
Since launching as a Guernsey-centric team in 2022, we now support the whole Saffery Trust group. We work closely with our colleagues in the Cayman Islands, Dubai, and Switzerland, encompassing their needs in firmwide solutions.
I am fortunate to have recruited an exceptional team who are enthusiastic, experienced, and driven to support their colleagues at every opportunity. The nature of a “transformation” role means my day-to-day duties continually vary, and we are at the forefront of innovation for the firm.
Key experience
- Over 35 years of industry experience, with 15 years in management and senior management roles.
- Establishing and administering complex wealth structures for ultra-high-net-worth individuals and families.
- Driving innovation through digital solutions.
- Dealing with regulatory compliance matters.