We are a team of highly skilled professionals which includes Lawyers, Accountants, Trustees, Compliance Officers and Company Secretaries across the Isle of Man, Switzerland and the United Kingdom.
As a business run by families, for families, we understand the importance of offering sound advice and adopting a transgenerational perspective.
Partner, Head of Trust & Fiduciary
Robert has been Head of Trust & Fiduciary at Alvarium since 2017 and also sits on the global operating board of Alvarium.
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Managing Director, Compliance
Sophia is our head of compliance, an area where she has a great deal of experience. She is a member of the International Compliance Association amongst other professional bodies.
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Managing Director, Business Development
David is an experienced business development specialist with a demonstrated history over the last 30 years in the Financial Services industry.
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Managing Director, Business Development
James has worked in the financial sector for more than 20 years, gaining a wealth of experience in many sectors of the Financial Services industry.
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Director, Family Office Services
Eugene has over 17 years’ experience working in the offshore finance industry.
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Director, Client Accounting
Victoria is a Chartered Accountant who qualified with Pannell Kerr Forster and joined LJ Fiduciary in 2017
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Director, Technical Services
Sarah is the Company Secretary of the Isle of Man office and provides company secretarial services within the family office services division.
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Director, Client Accounting
Vicky heads up the LJ Fiduciary Client Accounting and Bookkeeping teams.
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Partner, Head of Private Office
Charles is a Partner and Head of Private Office at Alvarium.
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Managing Director, Geneva
Anne-Catherine is a fully qualified member of STEP who specializes in serving clients with complex cross-border holding and investment structuring.
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Associate Director, Family Office Services
Rachel manages a complex portfolio of clients across various jurisdictions.
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Commerce House
1 Bowring Road
Ramsey
Isle of Man
IM8 2LQ
LJ Fiduciary
7, Rue de la Confédération
1204 Geneva
Switzerland
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