Telephone: +44 (0) 15 3461 3496
Keith first joined Kleinwort Benson in Guernsey in 1991 as Head of Management Accounting rising to Chief Financial Officer in 1999. He left in 2002 but rejoined in Jersey in 2006 in the Corporate Fiduciary division as Head of Fund Services - Jersey. He subsequently performed several other senior roles in Corporate Fiduciary including heading Employee Benefit Trusts, Special Purpose Vehicles and Custodian Trustee teams across the Channel Islands. His current position is within Private Fiduciary as Team Leader for Employee Benefit Services and Corporate Solutions based in Jersey.
Keith has a BA (Hons) in Accounting from the University of Liverpool and became an associate of the Chartered Institute of Management Accountants in 1987. He has over 25 years’ varied experience in the Finance industry working in Bermuda, Guernsey, London and Jersey.
Patrick Le Gallez
Telephone: +44 (0) 14 8175 2567
Patrick is the leader of one of the four private client fiduciary teams in the Channel Islands. Patrick is based in the Guernsey office and joined Kleinwort Benson in July 1984 direct from school. He took up a position as a Trust Administrator later that year and has worked in the Private Fiduciary area of Kleinwort Benson ever since, becoming a Director in 1997, and then Head of one of the administration teams in 2007.
Patrick was educated at Elizabeth College in Guernsey. He qualified as an Associate of the Chartered Institute of Bankers in 1994 and became a member of the Society of Trust and Estate Practitioners in 1996.
Telephone: +44 (0) 15 3461 3057
Richard has over 25 years’ experience in the local private client fiduciary services industry, and commenced his career with Deloitte Haskins & Sells in 1989. After four years with Deloitte, Richard joined BT Trustees in 1993, the Jersey trust company owned by Bankers Trust. In 1995 he moved to The Bank of Nova Scotia, where he became responsible for the running of one of their trust administration teams. He joined Kleinwort Benson as a Trust Manager in 1999 and was promoted to a Trust Director in 2002, where he has responsibility for the affairs of a diverse range of trust and company structures for a multi-national high net worth client base.
In 2011 he was appointed as head of one of the five fiduciary teams in the Channel Islands, with particular responsibility for developing the Middle Eastern client base. He travels to the region on a regular basis, mainly visiting Jordan, Kuwait, Saudi Arabia and the UAE.
Telephone: +44 (0) 15 3461 3082
Sarah joined Kleinwort Benson in 2005 and is based in Jersey. As Executive Trust Director she has shared responsibility for business development in the Private Fiduciary area of the Channel Islands business, together with ultimate overview of particular high net worth private client relationships within the Jersey operation, having been involved with Private Client work and specialising in Fiduciary structures since 1981.
Sarah is an Associate of the Chartered Institute of Bankers (now known as the Institute of Financial Services), a registered Trust and Estate Practitioner and a member of the Institute of Directors and Jersey Association of Directors and Officers. She represents Kleinwort Benson on the Jersey Bankers’ Association Trust and Jersey Association of Trust Companies committees.
Telephone: +44 (0) 15 3461 3187
Sean started his career at Lloyds Bank Trust Company, Jersey in 1985 and joined Kleinwort Benson as a Trust Officer in 1989. He subsequently moved up through the ranks of the Trust Company and was appointed as a Director onto the board in 1998. Sean was appointed to the role of Senior Officer of the Jersey Office and Head of Private Fiduciary Services, spanning operations out of Guernsey, Jersey and London, in July 2011. He is now Group Head of Private Client Trust and Deputy CEO Channel Islands Trust Company at Kleinwort Hambros Trust Company.
Sean is a member of the Society of Trust and Estate Practitioners, having passed the Diploma for International Trust Management with distinctions in all subjects.
Telephone: +44 (0) 15 3461 3118
Simon heads up one of the four private client fiduciary teams in the Channel Islands and is based in the Jersey office. He commenced his career with Kleinwort Benson in September 1984 and was appointed a director of the Trust company in 1997.
He qualified as an Associate of the Chartered Institute of Bankers (ACIB), now Institute of Financial Services, in May 1992 and he also is a member of the Society of Trust and Estate Practitioners (TEP) joining in 1995. He was moderator in relation to the Certificate in Offshore Administration qualification, on the Introduction to Trusts & Companies and Company & Trust Administration subjects, during the period 1998 to 2006. Amongst his responsibilities, Simon has a focus on servicing and developing our client base in Asia.
Telephone: +44 (0) 20 3207 7594
Simon joined Kleinwort Benson in 2014 to head the UK Trust Corporation.
Simon has specialised in advising private clients and trustees for over 30 years. In his career he has worked in major firms of accountants, focusing on private client tax and trusts, in a private bank as head of Private Client Tax and Trust Company director, and latterly as Director of Trust Services in a specialist private client law firm. This breadth of experience enables him to advise trustees, private clients and their families from a very broad perspective.
Simon is a member of the Society of Trust and Estate Practitioners.