Ethos
For me, there is nothing more enjoyable than meeting interesting people; luckily, I get to do this every day in my work. I greatly admire the entrepreneurial mind set and value opportunities to learn from my clients in hearing about their diverse and creative journeys to success. I am a firm believer that work can also be a pleasure, which is a trait shared with my clients.
It is important to me that the focus of my work is aligning values to not only understand but to exceed our clients’ expectations. I value Saffery Trust’s independent structure very highly as it enables me to work flexibly, and strip out unnecessary complexities to find innovative solutions.
By acting with honesty and transparency, I strive to build long-lasting relationships on a foundation of mutual respect and trust.
Role
My main role in business development is to establish client relationships where I feel Saffery Trust can add value.
Throughout my career, I have been equally involved in the structuring of large, complex operating businesses and private family trusts. With extensive experience with corporate clients, mainly in Africa and UK, and high-net-worth individuals in the European, Middle Eastern and Brazilian markets, I have an in-depth understanding of the outlook of these clients and the requirements to operate in these regions.
Before joining Saffery Trust, I was Deputy Managing Director of a Swiss independent trust company, which allowed me to develop significant experience in dealing with both the technical and commercial aspects of international wealth planning and structuring, focussing on delivering personalised long-term client services while growing the business.
Key experience
- Advising clients on structure solutions for asset protection and succession planning.
- Significant experience in working with entrepreneurs, providing guidance on the management of their business structure.