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Karen Finan

Karen Finan

Client Portfolio Manager, Isle of Man

Karen heads up our client portfolio team in the Isle of Man and works with a wide variety of unique clients.

She has more than 17 years' experience working in company and trust administration and leads a team responsible for maintaining a portfolio of clients including structures that hold property, yachts, investment portfolios, intellectual property and private investments.

She liaises with clients around the world. Her duties include overseeing the team, incorporation or alterations to companies and trusts, attending client meetings, preparing minutes, liaising with clients and intermediaries, preparation of statutory forms, performing annual file reviews and ensuring high levels of service standards while complying with the relevant regulations and legislation.

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Your local team, wherever you are...

26 Years of trading
16 Languages spoken
8 Offices globally