Private Wealth Services

Ross joined Belasko in 2021 to lead the Groups commercial growth strategy in Private Capital Fund Administration, Corporate Administration and Fiduciary services.

He has over 20 years’ experience in the Offshore Fund and Fiduciary markets holding leadership roles in Alternative Assets, Sales, Relationship Management and Client Service for a global provider.

Working with managers across the UK, US, Europe and Middle East, Ross has helped clients launch fund and investment structures in the Private and Public markets focusing on Private Capital and Real Assets.  His experience covers multi location, complex fund servicing and has a strong understanding of Fund Administration, Banking, Financing, Custody and Depositary Services.

Ross seeks to create proactive partnerships with clients based upon trust, a long-term strategic commitment and great service.

Ross is an Associate of the Chartered Institute of Banking and holds a BSC (Hons) degree in Financial Services.

Hannah joined Belasko in 2023 overseeing leadership, performance and culture.

With 17 years of experience in Guernsey’s finance industry, Hannah has worked across fund administration, corporate services and company secretarial services. 

Hannah is an Associate of the Chartered Governance Institute and has a keen interest in how governance interplays with all areas of business from processes to people and culture. She is passionate about the development of people and the role of women in business. 

Andy joined Belasko in 2020 to lead the Fiduciary offering across the Group.

Andy has over 20 years’ financial services experience having spent the last 12 years at leading independent trust companies, where he has held senior management, Director and Board level positions. Andy has extensive experience in complex Private Client and Corporate structures for UHNW international families, and has been appointed to various regulated and private entity Boards. These Board appointments have required the management of various regulated financial services obligations, together with the active management of a range of asset classes including residential and commercial property, peer to peer and private leverage arrangements, listed investment strategies, private equity, art and other esoteric asset classes. Andy holds a BSC (Hons) degree in Management with Trust and Estates through the Manchester Business School, as well as the Society of Trust and Estate Practitioners Diploma. (TEP).

James joined Belasko with more than 30 years of experience within trust and corporate fiduciary sectors.

He spent a number of years working in Bermuda after qualifying as a Chartered Accountant, before returning to Jersey where he has since held senior positions in a number of fiduciary services businesses.

James’s focus has always primarily been on Private Client services, developing long-term personal relationships with clients and their families, assisting them to fulfil their succession plans, preserving and enhancing wealth through the generations.

Paul is an Associate of the Chartered Institute of Bankers and hold a B.Sc. in Financial Services; he is a member of STEP and a Fellow of the Chartered Institute of Management.

Paul has considerable experience and understanding of all aspects of trust and corporate planning, structuring, administration and of related regulatory compliance matters.

His specific focus has been in the delivery of services to European based high net worth clients and intermediaries, and in the creation, operation and management of private and managed trust companies, family offices and offshore funds.

Alex joined Belasko in 2023 to bolster the business’ fiduciary team and drive new initiatives and technologies.

He joined with more than 18 years of experience in the private wealth sector and extensive knowledge of managing HNW client relationships.

His knowledge of the Guernsey and South African markets will be a key step in continuing the business’ growth over the coming years.

Alex will be based in our Guernsey office but work across our jurisdictions to deliver excellent client services and help lead the business’ fiduciary team.

Emily specialises in private wealth solutions and is responsible for day-to-day administration of various structures including corporates, discretionary trusts and Jersey private funds.

Emily, who’s based in our Jersey office, has more than 15 years of experience working within the island’s finance industry, and has experience working with real estate funds, unit trusts, private funds, new business take-on, company secretarial and private client wealth management.

She is a full STEP member, holds the STEP Advanced Certificate in UK Tax for International Clients as well as also holding the ICSA Professional Diploma in Governance and the ICSA Diploma in Offshore Finance and Administration. In her free time Emily enjoys being outdoors and keeping fit, as well as having a passion for reading, travel, cooking and baking.

Giles has more 17 years of experience in the fiduciary services industry, specifically within real estate, private wealth and family office services.

He specialises in dealing with high net worth and ultra-high net worth individuals and families from the Middle East and Europe and actively manages a broad range of asset classes globally.

Giles, based in our Jersey team, is very experienced with high value UK residential and commercial property structures, complex financing/asset holding arrangements and corporate governance for offshore structures and is an Associate of The Chartered Governance Institute of UK & Ireland (CGI), holding both the ICSA (now CGI) Certificate and Diploma.