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Sarah Bartram-Lora Reina

Executive Director - Private Client

Sarah joined our Private Client team as an Executive Director in February 2021 and has over 30 years' experience in the Jersey finance industry, where she has specialised in retail, private and investment banking; as well as trustee and corporate services for ultra-high net worth clients.

Sarah enjoys working closely with her clients and intermediaries as part of their wealth management, whether that is a private trust company, property unit trust, family investment company or a managed trust company.

Sarah is a recognised professional in the Jersey finance industry through her roles with the Jersey Association of Trust Companies, for which she has served as President since May 2021. She is an active contributor to various working groups, consultations and publications.

She is in the second term as Chair of the Jersey Charity Tribunal (a role held since February 2018) and in 2019, was voted as one of Citywealth's top 100 international power women. Previously, she was also an active committee member of the Chartered Institute of Bankers Jersey branch.

Qualifications
Associate Member of the Chartered Institute of Bankers, BSc (Hons) Financial Services
CLT International Certificate in Fund Administration
Institute of Directors Certificate and Diploma in Company Direction
Institute of Financial Services Diploma in Trust and Estate Practice
Society of Trust and Estate Practitioners Advanced Certificate in UK Tax for International Clients
Memberships
Affiliate member of Society of Trust and Estate Practitioners
Associate member of Institute of Financial Services
Institute of Directors

My latest articles

Jersey's private client landscape: built on trust

Celebrating Jersey's 60th anniversary as an international financial centre, Sarah Bartram-Lo...

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