Joanne is a qualified member of the Society of Trust and Estate Practitioners, she joined Dominion in 2008, having worked in the Trust industry for over 23 years, including a ten year period with UBS AG, on the South East Asia desk.
Joanne’s experience has given her exposure to a wide and varied client range, including UK resident domiciled and non-domiciled individuals, working closely with clients that have Employee Benefit Trust’s and Offshore Pension Plans and is therefore familiar with the provision of relevant benefits in various formats and jurisdictions, having also worked closely with clients following recent changes to the UK legislative framework, in particular changes to the non-domiciled regime and discussing the various options available to clients dependent on their personal circumstances.
In addition to administering her own portfolio of clients and assisting with the management of the Team, Joanne has assisted various departments with the drafting and implementation of various policy and procedures to ensure that Dominion’s internal framework meets with the client’s expectations and more importantly, meet with Jersey’s regulatory requirements. Joanne has recently been assisting with the Dominion acquisition of the WPS business in Switzerland.
During her spare time Joanne enjoys many sports, having competed in two White Collar Boxing events for Charity as well as being a member of the Dominion Team that completed the 3 Peaks Challenge in 2012.