Client Services Director
Steve has over 20 years’ experience of serving UHNW individuals and their families in the structuring and administration of their offshore vehicles including all underlying assets. Having spent the previous 22 years working for the offshore trust businesses (in Jersey) at the Bank of Nova Scotia and Barclays (which then became Zedra) at Director level, his role encompassed appointments to the Board of regulated entities.
Steve joined Accuro in April 2017 to lead our UK RND team. With longstanding exposure to the UK RND sector Steve, has significant experience of dealing with real estate assets and investment portfolios. In addition to this he has dealt with a wide range of asset classes that have included his appointment to the board of subsidiary trading companies. This enables him to use his Institute of Directors training through being well versed with asset financing, listing of private companies and sales of shares of private businesses.
Steve enjoys dealing with complex family situations and enjoys developing solutions with his clients and their advisors to tailor to their individual needs. Steve holds the STEP Diploma (with Distinction), the offshore certificate in trust and company administration and also holds the Institute of Directors certificate in company direction (with Distinction).