About
In May 2023, I was granted a Personal Fiduciary Licence by the Guernsey Financial Services Commission.
During my career of more than four decades in the international fiduciary industry, I have accumulated vast experience of establishing and managing fiduciary structures established under the laws of multiple jurisdictions for UHNWIs and families from all over the world. In the process I have built up a vast global network of lawyers, accountants, tax advisors, private bankers and family office advisors, and am totally “jurisdiction-agnostic.”
I have been a director of Guernsey fiduciary businesses since 1988 and spent 30 years of my career with Praxis Group Limited, a large independent multi-jurisdictional financial services business which listed on The International Stock Exchange (formerly The Channel Islands Stock Exchange) in 2017. My most recent role at Praxis, held for more than a decade, was as Director – Head of Wealth Structuring, before I stepped back into a part-time consultancy role for a year until the end of 2023. *
I was educated in Guernsey and spent a couple of years working in Grand Cayman and Hong Kong in the mid-late 1980s before returning to Guernsey where I have spent the rest of my working career.
I qualified as an Associate of the Institute of Chartered Secretaries and Administrators (now known as The Chartered Governance Institute) in 1986 and was admitted as a Fellow in 1997. I was also admitted as a member of the Society of Trust and Estate Practitioners in 1997.
I am also an experienced Non-Executive Director, having held directorships in the Guernsey funds and captive insurance sectors.
* For the purposes of full transparency, I still hold a small and entirely passive minority shareholding in Praxis Group Limited, but I hold no remaining role of any type with the Group after 31st December 2023.