Senior Trust Manager, Active Wealth
Simon has extensive experience managing a designated portfolio of trusts and companies, ensuring that clients receive a high quality service, he specialises in complex HNW trust structures and technical trust matters.
He also looks after a number of clients in the family wealth sector delivering trust services, structuring, succession planning and an array of property and asset management services.
Simon has spent over 20 years in the fiduciary industry with client relationship roles in Guernsey. He has a wealth of experience from past positions and spent 16 years prior to joining ZEDRA working for another local trust company where he managed the running of a private family office amongst other areas.