Patrick is one of our Trust Managers and he has been part of the Trust team since 2015. Patrick is a Fellow of the International Compliance Association (ICA) and a full member of the Society of Trust and Estate Practitioners (STEP). Patrick qualified with a BA (Hons) in Economics from Bristol Business School and holds the STEP Advanced Certificate in Cross Border Estates, STEP Diploma in International Trust Management and the ICA International Diploma in Governance, Risk and Compliance.
He previously worked in Bristol for an FTSE-listed recruitment business in a business development role before returning to the island and joining the Suntera Compliance team in 2013. In his role as Trust Manager, Patrick looks after the administration of a portfolio of trusts and companies for a number of HNW and UHNW private clients, families, and family offices. His specialist areas include trust establishment and cross-border estate planning. Patrick also assists in managing Suntera’s escrow services.