Sam joined Suntera in 2024 as Client Service Director and has responsibility for overseeing a portfolio of private clients and management of one of the private wealth teams in the Jersey office.
She has over 30 years’ experience working in the private wealth industry and particular expertise in cross border facilitation and structures created for high-net-worth individuals, family offices, corporations and managed trust companies.
Sam started her career at a local trust business and has remained in the trust industry throughout working for both independent trust companies and those owned by accounting firms, law firms and banks.
Sam holds many qualifications including: STEP Advanced Certificate in UK Tax for International Clients, Chartered Management Institute - Level 5 Diploma in Management and Leadership and Level 7 Certificate in Strategic Management and Leadership, BTEC in Business and Finance, Certificate in Offshore Administration.
