Based in Jersey, Paul is a member of the Crestbridge Fiduciary Board of Managers and Managing Director of Crestbridge Family Office Services. He has over 25 years’ experience in servicing the wealth management and estate planning interests of numerous UHNWIs and their families from multiple jurisdictions. He has specialist knowledge and experience in dealing with clients from North America, Latin America and the Middle East.
Paul has extensive experience in the administration of a range of structures, including private trust companies, reserved powers trusts and foundations holding multiple assets including marketable securities, real estate and artwork and sharia compliant structures and financing. He also is experienced in buying, selling and holding aircraft as an asset class within structures and in the defense of trust assets against creditor claims.
Paul began his career as a statistician for a major UK charity before entering the finance industry when he joined a large, locally based financial services group. This organization was later acquired by RBC Wealth Management Services Where Paul became a Department Head and was responsible for the development of private client business in Latin America and the USA.
Paul is a frequent speaker at industry conferences. He is fluent in Spanish and French and has a basic understanding of German and Portuguese. Paul is a Chartered Secretary and an Associate of the Institute of Chartered Secretaries and Administrators and a member of STEP.