Liz is a Support Manager in our Jersey office and has been with the Group since 2020. In her role, Liz supports the private wealth team and assists with group organisation and the control of workflows. She works with directors, managers and other stakeholders to monitor all control aspects and mitigate the risks associated with internal controls. She is responsible for monitoring trust controls numbers and working with the team to reduce the numbers especially Client Accounts, Debtors, Periodic Reviews and Outstanding action points.
She has over 30 years in the industry, predominantly in private wealth as well as experience in the Private Family office and the Private Equity space. Liz also holds a STEP Diploma.