Helen is an Executive Director and joined our Private Client team in February 2011, bringing with her 20 years of experience in offshore services, dealing primarily with high net worth individuals, entrepreneurs, multi-generational and international trust structures, complex property trust structures and private trust companies.
Helen was previously a director of the wealth management division of a large local independent trust company and prior to that, sat on the Board of a Jersey based bank owned trust company, where she was responsible for a large administration team and an active and diverse client portfolio. She has been acknowledged as a "Prominent Figure" in the "Leading Trustees" category in the Citywealth Leaders List 2015-17.
Specialising in client relationship management and matters of family governance, Helen has always enjoyed strong interactive relationships with both her clients and their intermediary professional advisors.
- Associate of the Institute of Chartered Secretaries and Administrators (ACIS)
- IOD Diploma in Corporate Direction (IOD Dip)
- Private Client
Prominent Figure in the "Leading Trustees" category in the 2016 and 2015 Citywealth Leaders List"