Kim joined Maitland in 2008. For four years she managed a portfolio of varied client structures before becoming a team leader. She is now Manager of the Isle of Man Transactional Services team, dealing with all aspects of day-to-day operations within the team.
Kim is approved by the Isle of Man regulator as a Resident Officer and works with the compliance team to ensure regulatory compliance requirements are met. Prior to moving to the Isle of Man, Kim worked at the Bank of Bermuda for twelve years. Kim’s primary involvement was with multi-jurisdictional ultra-high net worth families who were serviced within the Private Family Office of Bermuda Trust Company Limited. Kim worked closely with families and their advisors to set up and administer offshore trust structures tailored specifically to their needs.
B (Hons) Business Studies (Leeds Polytechnic, 1989)
STEP Diploma in International Trust Management
Society of Trust and Estate Practitioners