Our business operates in three key financial jurisdictions. The choice of jurisdiction depends on what best suits a particular individual or family’s requirements.
Meet the Trust Team
Jersey
Michael Giraud, FCCA, TEP
Michael Giraud
TrustsMichael is associate director, new business development. He specialises in establishing offshore wealth-management structures for high net worth international families, with a focus on those connected to the UK, North America and Europe by way of domicile, residence or investment. He works closely with families and their advisors with the set up of complex and bespoke structures holding a variety of assets.
Jo Gorrod
Jo Gorrod
Jo joined Investec Trust (Jersey) Limited in January 2011 as an associate director and joined the board in November 2011, specialising in structures for high net worth, non-UK domiciled individuals and their families. Jo works closely with these individuals, dealing with a large number of both commercial and residential property structures.
Christian Guy, ACA
Christian Guy, ACA
Christian is an associate director within Investec Trust (Jersey) Limited. He joined the Trust group in 2005 and is currently a member of the leadership team. He is involved in the management and administration of trust and company structures for high net worth international families, with a specific focus on those connected to the UK, North America and Europe by way of domicile, residence or investment.
Samantha Hugh, ACIS
Samantha Hugh, ACIS
Samantha has over 20 years experience working in the Jersey trust industry. She has managed structures for families with a broad range of assets in various jurisdictions. Prior to joining Investec Trust in 2005, Samantha held roles in several large international trust companies managing teams administering structures for families based in the Middle East, Southern Africa and Southern Asia and working in a team dealing with UK non domiciled individuals.
Xavier Isaac, TEP
Xavier Isaac, TEP
As CEO of the Investec Trust group, supported by a multi-jurisdictional management team, and as managing director of Investec Trust Jersey, Xavier is a principal driver of the Investec Trust vision and strategy.
Dale McNutt, ACIS, TEP
Dale McNutt, ACIS, TEP
Dale is a Director of Investec Trust (Jersey) Limited and will have overall strategic responsibility for the relationship management and administration of your family’s structure. He has extensive experience in the formation and management of bespoke international wealth and estate planning structures, many of which hold an array of assets ranging from private company shares, chattels, property and investment portfolios etc. He has particular experience in dealing with principals who are UK resident but non domiciled.
Scott Nelson
Scott Nelson
Scott is a senior trust manager within Investec Trust (Jersey) Limited and has worked in the offshore finance industry for over ten years. He has extensive experience of a number of areas of the offshore trust and company industry, having worked in private client and corporate administration, fund administration and employee benefit trusts.
Monika Nozedar, MAAT, TEP
Monika Nozedar, MAAT, TEP
Monika joined Investec Trust (Jersey) Limited in February 2008 as an associate director. She works with a team of administrators who deal with multi-jurisdictional structures and operate in a diverse range of sectors.
Sharon Sanders, TEP
Sharon Sanders, TEP
Sharon joined Investec Trust (Jersey) Limited in November 2006 and is an associate director specialising in the management of complex and bespoke structures. She works closely with high net worth individuals and their families and advisors.
Rachel Taylor, ACIS
Rachel Taylor, ACIS
Rachel is an associate director within Investec Trust (Jersey) Limited. She has over fourteen years’ experience in the finance industry in Jersey and joined Investec in 2005. She specialises in the management and administration of international wealth and estate planning structures for high net worth families from many jurisdictions including the Middle East, South Africa and Asia. Her portfolio of structures holds various assets including private company shares, investment portfolios as well as commercial and residential property located in the UK and other worldwide jurisdictions. She has joint responsibility for a team of trust personnel who manage the day to day administration of the structures and works closely with families and their advisors to provide a professional and bespoke service.
Annette Stafford-Pearce, TEP
Annette Stafford-Pearce, TEP
Annette joined Investec Trust (Jersey) Limited in 2003. She has worked in the finance industry for many years and gained invaluable experience in the management and administration of complex international high net worth structures, working closely with individuals and families from many jurisdictions with a broad range of underlying assets.
Mauritius
Keith Turberville ACIB, TEP
Keith Turberville
Keith is executive director, head of new business development for Investec Trust. He has extensive experience in establishing and managing complex estate and tax planning structures, as well as in guiding the members of his team in their day-to-day responsibilities.
Nirmala Bahadur, TEP
Nirmala Bahadur, TEP
Trust ManagerNirmala is a fully qualified member of the Society of Trust and Estate Practitioners and also a fully qualified member of the Institute of Chartered Secretaries and Administrators. She also holds a Master in E Business with law and management and a first degree in Statistics.
Switzerland
Cynthia Cho
Cynthia Cho
Cynthia heads up the client accounting team at Investec Trust in Switzerland. Her focus is mainly on UK tax implications of offshore structures, inheritance tax and trusts and estates, as well as taxation of foreign domicilaries. She has a wide range of experience of advising high net worth individuals.
Elliot Goodman, TEP
Elliot Goodman
A team head and senior trust manager at Investec Trust, Elliot is an English solicitor with extensive experience in establishing and managing complex estate and tax-planning structures. He is highly familiar with the legal and practical considerations around such structures and uses that knowledge in his interactions with individuals and intermediaries, as well as in assisting the members of his team with their day-to-day responsibilities.
Johanna Amrein, TEP
Johanna Amrein
Johanna has 20 years of experience in the trust business. She has expertise in the formation and administration of trusts, companies and foundations as well as the administration of complex tax-planning structures and UK property-holding vehicles. Johanna also has philanthropic exposure and derives great personal satisfaction from her hands-on role in administering a charitable trust funding worthwhile projects in disadvantaged countries.
Katy Shayle, TEP
Katy Shayle
Katy relocated from England to join the legal team in Geneva in June 2011. She provides in-house legal advice to Investec Trust, liaises with external advisers in various jurisdictions, and assists with the implementation of legal advice within the structures administered by Investec Trust.
Leila Pillonel, TEP
Lorraine Lees, TEP
A senior trust manager, Lorraine combines thorough administration skills with an innate sense of risk awareness and a proven ability to resolve issues. She has over 10 years experience in the trust industry and is a member of the Society of Trust and Estate Practitioners (STEP).
Lorraine Lees, TEP
Lorraine Lees, TEP
A senior trust manager, Lorraine combines thorough administration skills with an innate sense of risk awareness and a proven ability to resolve issues. She has over 10 years experience in the trust industry and is a member of the Society of Trust and Estate Practitioners (STEP).
Natacha Onawelho-Loren, TEP
Natacha Onawelho-Loren, TEP
Natacha is a solicitor qualified in English law. She joined Investec Trust in 2007 as legal adviser and in 2011 was appointed head of legal for the Trust group. She works with intermediaries and external advisers to set up bespoke structures. As in-house legal counsel, she also provides internal advice to Investec Trust on all aspects of its trust business across its network of offices covering Switzerland, Jersey, Mauritius and South Africa. A fluent English, French and Russian speaker, Natacha also actively participates in developing the business with a particular focus on opportunities in Russia and Eastern Europe.
Nathalie Blomjous
Nathalie Blomjous
As head of marketing and PR, Investec Trust group, Nathalie sets up communication programmes to raise the profile of the company and support the acquisition of new business.
Nicole Mieville, TEP
Nicole Mieville, TEP
Nicole’s forte is her all-round ability to manage trust and company structures of all kinds and sizes. She has more than 10 years of experience in the trust sector including expertise in the formation and administration of trusts, companies and foundations as well as the administration of complex tax-planning structures and UK commercial and residential property holding structures.
Paul Douglas
Paul Douglas
As managing director and head of new business development of the Swiss operation, Paul is closely involved in new relationships and structures. He has comprehensive knowledge of the management of international wealth-planning structures. In particular, he has extensive experience of the administration of trusts and companies with UK-resident, non-domiciled beneficiaries, commercial and residential property-holding structures and immigration planning.
Philippe Gex
Philippe Gex
Philippe heads up the Investec Trust investment services team. He provides strategic input on portfolio performance evaluation techniques, investment manager selection advice and fiduciary investment consulting services. He assists in selecting the most appropriate asset manager and/or bank. He is also responsible for establishing and maintaining strong relationships with financial intermediaries.
Rassie Cloete
Rassie (Erasmus) Cloete
Rassie specialises in structures involving entrepreneurial elements and fast-paced transactions with a focus on structures that are complex from an accounting perspective.
Rosy Stanislas-Stevens, TEP
Rosy Stanislas-Stevens, TEP
Rosy has active management responsibility of several large structures for Investec Trust. Her expertise lies in the formation and administration of trusts, companies and foundations for complex high net worth structures, with a particular interest in guiding families with their philanthropic projects.
Cape Town
Catherine de Maid, TEP
Catherine de Maid, TEP
Legal counselCatherine is a solicitor qualified in English law and joined Investec Trust in 2007 as legal adviser. She began her legal career in 1997 and specialised as a tax and trust lawyer in a private client law firm in London before moving to South Africa in 2004 where she worked at a top South African law firm, specialising in international tax, trusts and charitable law.
Keith Turberville ACIB, TEP
Keith Turberville
Keith is executive director, head of new business development for Investec Trust. He has extensive experience in establishing and managing complex estate and tax planning structures, as well as in guiding the members of his team in their day-to-day responsibilities.