Rochelle is a Senior Trust Manager in our Jersey office and joined the company in 2023. She has over a decade of experience in the private wealth industry and is STEP qualified. In her role, she is responsible for the management of a complex portfolio consisting of trust and company structures. She has oversight of junior members of staff, client liaison and communication, adherence to policies and procedures, workflow, service standards, credit control, internal reporting and day-to-day compliance and risk management.
