Tim joined in 2016 and manages a portfolio of complex structures for UK resident high-net-worth clients. He provides the team with support on UK tax-related trust matters and regularly meets with clients and advisers.
Tim has been in the finance industry since joining Credit Suisse in 1991. Prior to joining the Group, he managed a trust accounting team for Kleinwort Benson, and worked for a family-owned multi-jurisdictional trust company as a senior administrator.
Tim has been a Member of the Society of Trust and Estate Practitioners (STEP) since completing the Diploma in International Trust Management in 2007. He completed all four modules with distinction and was awarded STEP Guernsey student of the year for The Advanced Certificate in Trustee Investment and Financial Appraisal. In 2018, Tim attained the STEP Advanced Certificate in UK Tax for International Clients.
