Lisa has over 18 years' experience in trust and company administration for private clients, having worked in various jurisdictions including London, Switzerland and Singapore.
As an Associate Director within the Private Clients department, Lisa oversees an experienced team who look after a diverse range of structures holding a variety of assets such as artwork, aircrafts, real estate and investments. Lisa is also responsible for the day-to-day administration of a complex portfolio for several HNW and UHNW individuals.
During the past 5 years' Lisa has specialised in wealth management and estate planning for Asian Corporates and Individuals, to include the setup of numerous Private Trust Companies, Foundations, and obtaining a Jersey business license.
Expertise: Private wealth management, private and charitable trusts, private companies.
Member of the Society of Trust and Estate Practitioners (STEP), and Associate of Chartered Institute for Securities & Investment (CISI).
- Private Client