Claudia Sheppard

SENIOR TRUST MANAGER

+44 1534 635779        |       Email Claudia        |       LinkedIn

Claudia has over 20 years of experience in the finance industry specialising in trust and private wealth services to high and ultra-high net worth clients.  

She joined Suntera in 2023 as Senior Trust Manager with responsibility and oversight for the day-to-day management of a team who provide private wealth administration services to a portfolio of trust and company structures.  

Claudia started her career working for Coutts and more recently worked for service providers where she gained valuable knowledge and vast experience in managing a varied portfolio of private wealth planning structures and pension schemes.

Claudia holds the Certificate in Offshore Administration and STEP Diploma.