Katie is an Associate Director in our Private Wealth team in Jersey, having joined HIGHVERN in 2023. Katie has worked exclusively in the trust and fiduciary services industry, amassing over 20 years’ experience in the administration and management of complex structures for high and ultra-high net worth families. Katie has extensive experience in the management of structures established by UK resident non-domiciled individuals and structures which have a connection to the UK, typically by way of residence or investment, particularly those established by entrepreneurs, investment banking executives and fund managers. She also works closely with different generations of families, often dealing with family members located across several jurisdictions, to meet their objectives.
Katie, a Fellow of the Association of Chartered Certified Accountants (FCCA), has been recognised in the 2024 eprivateclient Crown Dependencies NextGen Leaders list. She was also previously listed among the Top 35 Under 35 private client practitioners and is a former winner of the Chartered Governance Institute (formerly ICSA) Administrator of the Year award.
Areas of Expertise
Wealth Structuring
Private Wealth
Qualifications
- Fellow of the Association of Chartered Certified Accountants (FCCA)