Rebecca Bettany

Having spent my career with various private banks, investment managers, trustees and custodians, I now provide support to wealthy families independently. I can help families analyse the proposals they receive from these institutions as well as advise on ongoing interactions and performance.

I have worked with a wide variety of family offices and know how to select the right specialist for the right task and – as importantly – how to match people with specialists they will get on with.

Avoiding conflicts of interest and helping families to maintain control is very important to me. My experience includes working with wealthy families in very complicated situations which I have enjoyed helping them to simplify. I have sat on a number of boards and family investment committees.

I have published numerous articles and spoken at conferences on a wide range of family offices issues as well as won various industry awards.

I am a trustee for Arthouse Jersey and sit on the STEP Special Interest Group for International Clients.

I am resident in Jersey and married with 3 children.

MA Oxon, TEP, FCSI

For more information please email [email protected]