Claire Machin named as ‘Top Recommended’ in lead wealth management publication

22 April 2024

Suntera Global’s Head of Private Wealth in Jersey, Claire Machin, has been cited as a ‘top recommended’ practitioner by leading wealth management publication Spears.

Claire has been promoted to the highest tier in the new iteration of Spears’ ‘Wealth Management Indices 2024’, with the Jersey Index being published last week, in recognition of her expertise in trust management, corporate governance, estate planning, inheritance tax planning and portfolio management.

To compile the list, Spears’ Research Unit conducts extensive market research, including interviews with well-regarded industry insiders, before deciding who merits inclusion.

Being included in the Spears list is a second independent recognition for Claire this year after she was awarded the Editor’s Choice accolade at the 2024 Citywealth International Financial Centre Awards in January.

Claire commented: “It is an honour to be regarded as a leading practitioner within a sector I am truly passionate about. Although this is an individual accolade, it is also a reflection of the high standards we hold ourselves to as a team – a team I am privileged to work with. Together our focus is absolutely on working together to continue to offer the expert client service Suntera Global has built a reputation on.”

 

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Claire Machin _ Profile (April 2023)     Claire Machin

     GROUP DIRECTOR, HEAD OF PRIVATE WEALTH - JERSEY

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