Ethos
I enjoy working with clients and advisors to bring clarity, structure and practical support to complex matters.
My approach is relationship-led, collaborative and detail-focused. I believe strong client service comes from understanding each client’s circumstances, communicating clearly and ensuring matters are handled with care, judgement and accountability.
I am also passionate about supporting the development of others. Having progressed through different stages of my own career while studying and taking on new responsibilities, I understand the value of encouragement, clear guidance and a strong team culture.
Role
As a Trust Manager in our Geneva office, I work with private clients, high-net-worth families, trusts and family office structures.
My role involves the administration and oversight of trust and corporate structures, supporting client transactions and reviewing technical matters to help ensure a consistently high standard of client service.
I also lead a team in Geneva, supporting colleagues in their day-to-day work and helping to maintain a collaborative, efficient and client-focused working environment.
Before joining Saffery Trust, I worked in accountancy practices in Yorkshire, where I developed experience across financial statements and taxation. I later relocated to Switzerland and moved into the international fiduciary sector, bringing with me a strong grounding in private client tax, accounting and client service.
Key Experience
- Working with high-net-worth families, estates, trusts and international private wealth structures.
- Trust and fiduciary administration, private client tax, accounting, governance and project management.
- Supporting complex client matters involving tax, trust and corporate administration.
- Coordinating technical workstreams on client projects involving cross-border tax considerations.
- Supporting team integration and operational improvements, with a focus on collaboration, efficiency and maintaining high standards of client service.
- Leading and mentoring colleagues through periods of growth and change.
Professional memberships and qualifications
- Chartered Tax Adviser (CTA)
- Association of Taxation Technicians (ATT)
- Association of Accounting Technicians (AAT)
- Member of the Chartered Institute of Taxation
- Member of the Association of Taxation Technicians