Clermont Trust

Group Chief Executive Officer of Clermont, joining in 2003 as CFO after working at JP Morgan. A South African-trained Chartered Accountant, he advises high-net-worth families and international businesses and is a director of several regulated financial services firms.

Group Managing Director who joined in 2013 and drove growth in Switzerland, the BVI and the US. A qualified solicitor and STEP member, he specializes in complex tax and estate planning structures and family governance for high-net-worth clients.

Managing Director of Clermont UK's Trust and Corporate Services operation and, since 2024, Group HR Director. He administers UK trusts and companies and previously spent over 20 years at a multinational trust and fiduciary group.

Executive director and Head of Swiss Operations, joining in 2015. TEP and FIA qualified with over 20 years in trust and corporate management, focusing on complex family office structures for UHNW families.

Managing Director of Clermont Trust (Guernsey) Limited and a Chartered Accountant with a Masters in Tax. Formerly MD of Rock Trustees Limited, she has experience at KPMG and Moore Stephens and in the UK social investment sector.

Managing Director of Clermont Trust Mauritius and a STEP member with more than 10 years in the Global Business Sector in Mauritius, having previously worked with DTOS.

Executive Chairman of the Swiss office, joining in October 2024 with nearly 30 years in trust and wealth management. He previously built and led the Swiss arm of an international trust group.

Managing Director of the Group's BVI office and a barrister called to the Bar of England and Wales and of the Eastern Caribbean Supreme Court. She joined in 2016 and holds a STEP (TEP) designation.

Senior Trust Manager and Director of Clermont's BVI trust company with over 20 years across the Bahamas, Switzerland and the BVI, overseeing complex trust structures for high-net-worth clients.

Group Head of Compliance and Swiss Head of Compliance, joining in 2014. A full STEP member with 16 years in trust and corporate management and 12 years in compliance, overseeing regulatory matters across the Group.

Executive Director at Clermont Trust (Guernsey) Limited, joining via the acquisition of Rock Trustees Limited in 2023. Over 11 years' experience managing structures for UHNW families with expertise in UK commercial property and private equity.

Team head in Geneva who joined in 2024, with over 20 years providing trust and company management and estate planning to high-net-worth clients. A Fellow of the ACCA.

Consultant and adviser to the Group's US operations and a licensed attorney in Delaware, Pennsylvania, Florida and North Carolina with over 15 years in business and estate planning and trust administration. She is also on the faculty at the University of Delaware.

Group Chief Financial Officer with a background in finance, insurance and investment, including a role at the Bank of England. Originally from Mauritius, he holds an LSE degree and an INSEAD MBA and is a qualified accountant, CFA and CII member.

Senior Trust Manager and qualified life science engineer with a TEP designation, focusing on structures and estate planning for South African and UK high-net-worth clients.

Group Chief Operating Officer who joined in 2018, with over 20 years leading delivery, project and operational teams in wealth and financial services. Educated in Commerce and Information Systems in South Africa.

Head of Legal, joining in 2024. A trust and private wealth lawyer who qualified as an advocate in the Isle of Man in 2010 and is a full STEP member.

Group Head of Client Accounting and executive team member since 2007, with over four decades of accounting experience. A South African Professional Accountant, she previously led the tax department at Octagon Chartered Accountants and became a partner at a UK practice.

Senior relationship manager who joined in 2015, focusing on trust and estate planning for South African families. A qualified attorney and STEP (TEP) member with over 15 years of experience.

Executive director and team head who joined in 2002, with over 20 years in offshore trust and company administration and estate planning structures. A full STEP member.