First published by Citywealth Magazine, February 2020
Tell me about your role.
I am a partner within Appleby's Private Client and Trusts
team based in Jersey. This is a global specialist team
focusing on private wealth structuring, employee benefits and
pensions. My role is a combination of advisory work,
compliance and the supervision of trust lawyers in Jersey, Guernsey
and the Isle of Man. I am often instructed by professional
trustees on complex structures, which often involve various
jurisdictions, and so my objective is to advise clients with a
pragmatic solution orientated approach so they have a clear
direction to follow.
Walk us through your daily routine.
No two days are really the same to have a daily routine.
There are many days sat behind a desk advising clients, many other
days doing business development and other days involved in
partnership matters. It is often the case of being
interrupted with other matters meaning planned matters are
