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.
Jo provides guidance and support throughout the employee life cycle, from recruitment and on-boarding to annual rewards. In her role, she oversees the framework for staff induction, performance, training, appraisals and disciplinary matters. In addition, she assists in the implementation and communication of HR policies and procedures, ensuring compliance with legal and company standards.
Jo also heads a varied portfolio of operational projects, including internal remediation and administrative improvement plans. She works closely with the IT department to ensure our systems are continuously updated and robust, a key task in maintaining operational excellence across the Abacus group.
During her career, Jo has benefitted from a number of different roles in the finance sector, with a particular focus on team leadership, client service, mentoring, change management and stakeholder engagement.
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
A private trust company (PTC) is a bespoke wealth planning vehicle that provides a settlor and their family with greater control over the administration and governance of a trust.
When Yvon Chouinard, founder of Patagonia, restructured the company to a purpose trust in 2022, it shone a light on this form of corporate ownership.
In their latest briefing note the Abacus client services team looks at various scenarios, solutions and outcomes of a Discretionary trust.
