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.
Julia assists in the smooth and effective running of the Treasury function and is responsible for the day to day administration of fund structures. She provides support services to the shareholders of the various fund types under management preparing accurate, informed responses to clients, auditors and internal enquiries.
She liaises with financial institutions where assets are invested and is a key contact during the on-boarding process of new investors. On a daily basis Julia attends to subscriptions, redemptions and the reconciliation of fund and client accounts.
She has more than 35 years’ experience in the financial services industry, previously working at a large clearing bank where she undertook a variety of roles which gave her a wide range of skills and knowledge in areas including international payments, foreign exchange and customer service.
Julia holds professional certificates in Financial Services Practice, ICA AML and a Diploma in Management.
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
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties.
Abacus helps parents establish trusts to ensure their children’s well-being and security if they are unable to provide it themselves.
Each Abacus client has unique goals and objectives, so they value our ability to establish and manage trusts, companies and funds designed to their specific needs.
