Rebecca is a Fellow of the Chartered Institute for Securities & Investment (CISI), a member of the Institute of Directors and a full member (TEP) of the Society for Estate Practitioners (STEP) where she also sits on the board for the International Clients Special Interest Group .
Rebecca studied Modern History at Oxford before going into finance and has over 20 year’s experience working with entrepreneurs and family offices globally. She has held senior positions at institutions including JTC Group, Lombard Odier and Credit Suisse Group and worked across a variety of sectors including asset management, corporate finance and private banking.
Rebecca has won a number of industry awards and regularly has articles published. She has a broad perspective on investments and a detailed understanding of regulation, governance, family dynamics, business development and ESG issues.
Rebecca lives near Gorey in Jersey with her husband and 3 children. She also sits on the board for Arthouse Jersey.