Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Amy is the main point of contact for a number of key clients and her motivated approach has helped her forge close working relationships with them and their professional advisers.
Amy is responsible for the oversight of multi-million pound assets with a strong focus on UK real estate assets and high-value investment portfolios.
During her career she has accumulated a great deal of expertise and experience assisting clients in achieving their wide-ranging goals. Her duties include statutory filing, attending face-to-face meetings, drafting minutes, liaising with property management intermediaries, reviewing the performance of investment portfolios and the preservation and maintenance of chattels such as artwork, bloodstock, high-value motor vehicles and heirlooms.
Amy has a BA (Hons) in Music which included the close study of the evolution of Manx folk music. She also holds the STEP Diploma in International Trust Management and is a qualified Girl Guide leader.
Abacus would enjoy hearing your story and your aspirations – we would welcome the opportunity to explain how and why Abacus should share your journey. Please email us at info@abacustrustgroup.com to arrange a call.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
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With a trust the legal ownership and control of an asset passes from the individual creating the structure (referred to as the settlor) to the trustee.