LJ FIDUCIARY - Key Persons
Job Titles:
- Managing Director, Geneva
- Member of STEP
Anne-Catherine is a fully qualified member of STEP who specializes in serving clients with complex cross-border holding and investment structuring.
Anne-Catherine is a fully qualified member of STEP who specialises in serving clients with complex cross border holdings and investment structures. She has been working with international clients for over 10 years. She joined the LJ Fiduciary family in 2017, and before this she helped setup and launch the successful Swiss branch of an international accountancy firm.
Job Titles:
- Partner, Head of Private Office
Charles is a Partner and Head of Private Office at Alvarium.
Job Titles:
- Business Development Specialist
- Managing Director, Business Development
David is an experienced business development specialist with a demonstrated history over the last 30 years in the Financial Services industry.
Job Titles:
- Associate Director
- Director, Family Office Services
Eugene has over 17 years' experience working in the offshore finance industry.
Eugene is an Associate Director based in the Isle of Man office and is responsible for the day to day administration and management of a number of client entities and trusts.
Job Titles:
- Managing Director, Business Development
James has worked in the financial sector for more than 20 years, gaining a wealth of experience in many sectors of the Financial Services industry.
Job Titles:
- Associate Director, Family Office Services
- Fellow of the Institute of Chartered Accountants
Rachel manages a complex portfolio of clients across various jurisdictions.
Rachel is a Fellow of the Institute of Chartered Accountants in England and Wales ("FCA") a Member of STEP and additionally holds a UK HR qualification.
Job Titles:
- Partner, Head of Trust & Fiduciary
Robert has been Head of Trust & Fiduciary at Alvarium since 2017 and also sits on the global operating board of Alvarium.
Robert has been with the business since 1997, previously holding the role of Managing Director, CFO and COO for the fiduciary division, before being promoted to Head of Trust & Fiduciary. Robert trained as an accountant with Pannell Kerr Forster (PKF), qualifying as a Chartered Accountant in 1991. His role at PKF was predominantly focused on audit and corporate finance. Robert was educated in the Isle of Man and holds a Bachelor of Arts in Economics from the University of Manchester.
Job Titles:
- Company Secretary of the Isle of Man
- Director, Technical Services
Sarah is the Company Secretary of the Isle of Man office and provides company secretarial services within the family office services division. She has 20 years' experience in the financial services industry.
Job Titles:
- Managing Director, Compliance
- Member of the Institute of Company Secretaries
Sophia is our head of compliance, an area where she has a great deal of experience. She is a member of the International Compliance Association amongst other professional bodies.
Sophia joined LJ Fiduciary in September 2017, bringing with her over 20 years of experience in the finance industry, the majority of which has been in the Trust and Fiduciary sector.
Sophia is a member of the Institute of Company Secretaries and Administrators, a member of STEP and a member of the International Compliance Association.
Job Titles:
- Director, Family Office Services
Therese has been working in the Trust and Fiduciary service sector in the Isle of Man for over 20 years.
Job Titles:
- Director, Client Accounting
Vicky heads up the LJ Fiduciary Client Accounting and Bookkeeping teams.
Job Titles:
- Director, Client Accounting
Victoria is a Chartered Accountant who qualified with Pannell Kerr Forster and joined LJ Fiduciary in 2017