“People trusting you with their wealth is a big thing and a professional personalised service is key. Clients know that if they ring our office, they will always find someone to speak to who can help.”
- Locations
- Jersey
Mark is Head of Office in the Channel Islands and is based in Jersey. He takes the lead on strategy, helping to grow the business in both Jersey and Guernsey along with various other tasks associated with an office head role.
In addition, he still runs bespoke discretionary portfolios for private individuals and fiduciary clients. He is proud of the personalised long-term service he and his colleagues offer clients, helping to navigate them through various market conditions.
Mark began his financial services career in 1985 at what was Jersey’s oldest established broker, Le Masurier James and Chinn. He later joined Quilters before moving to RBC Brewin Dolphin as a Divisional Director in 1995. Mark, who is a Chartered Fellow of the Chartered Institute for Securities & Investment, has helped to build the Jersey branch into one of the leading offshore investment managers. He is a member of the Jersey Wealth Managers Association.