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.
Simon is the Finance & Operations Director of the Abacus Trust Group and a member of the Board of Directors. He oversees the Finance, Information Technology, Human Resources, and Client Accounting functions, providing financial leadership, performance management, governance, and strategic oversight.
With more than 20 years of senior leadership experience across finance, compliance, and business management, Simon has built a strong reputation for delivering organisational change, restructuring programmes, and commercial transformation across multiple jurisdictions. He has played a significant role in strengthening financial controls, improving performance, and driving operational efficiencies.
He is recognised for his ability to manage complex commercial and administrative matters with clear communication and sound judgement. He leads multi-disciplinary teams and delivers large-scale change initiatives while balancing commercial objectives with regulatory and client requirements.
Simon holds an MBA from The University of Manchester, is a Fellow of the Association of Chartered Certified Accountants, and has an International Diploma in Compliance.
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
Changing a trust and corporate services provider may be triggered by clients seeking stronger oversight, clearer communication, and a more proactive service.
A Family Investment Company incorporated in the Isle of Man but managed and controlled in the UK can deliver compelling savings.
An increasing number of high-net-worth individuals (HNWIs) in the United States of America are using offshore structures to safeguard their wealth.