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Karen Finan

Karen Finan

Client Portfolio Manager, Isle of Man

Karen leads one of our client service teams in the Isle of Man, ensuring the highest levels of service delivery in line with internal procedures and external regulatory requirements.

She is the main point of contact for a number of key clients and has developed close working relationships with them and their advisers.

Karen has more than 18 years' experience working in the fiduciary sector and leads a team responsible for managing client structures which hold property, yachts and eBusinesses. Innovation is the key characteristic of the digital sector and her team has embraced the changes that have taken place as the sector evolves with new and more complex business models.

She and her team handle accounting transactions, draft and review agreements, liaise with clients and intermediaries, prepare statutory documents, perform annual file reviews and ensure high levels of service standards while complying with the relevant regulations and legislation.

Contact Karen Finan

1991 Established
2021 Celebrating 30 years