I've been in Private Wealth since 2005, and love the variety of work that I get to do. I am experienced in administering trusts, companies, foundations and limited partnerships, in a variety of jurisdictions.I joined Valla Limited in January 2018, as a manager, and have progressed to Client Director. Our client base is Private Wealth and Real Estate based, with a wide range of clients and structures. In addition to overseeing the administration team and acting as a director on the majority of our entities, I am an A Signatory on client bank accounts. I'm also heavily involved in the administration policies and procedures side of the business, as well as running and overseeing internal projects.In terms of qualifications, after completing my ICSA Diploma, I went on to complete the CSQS course and qualified as a Chartered Secretary. I enjoy learning new things, which is essential in our ever-changing financial environment.
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Client DirectorValla Limited Jul 2019 - PresentJerseyIn addition to overseeing the administration team and acting as a director on the majority of our entities, I am an A Signatory on client bank accounts. I'm also heavily involved in the administration policies and procedures side of the business, as well as running and overseeing internal projects.
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ManagerValla Limited Jan 2018 - Jul 2019JerseyI moved to Valla Limited in 2018, to manage one of the administration teams.
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ManagerIntertrust Group Dec 2016 - Jan 2018JerseyElian was purchased by Intertrust in 2016.I administered a portfolio of approximately 100 companies, trusts, foundations and limited partnerships, with a range of activities including property, chattel and investment holding. My clients were predominantly individuals and families, and I enjoyed the personal contact aspect of my role -
ManagerElian Global Sep 2014 - Dec 2016JerseyOgier Fiduciary Services changed its name to Elian after a management buyout in 2014. I progressed from Assistant Manager to Manager during this time.I administered a portfolio of approximately 100 companies, trusts, foundations and limited partnerships, with a range of activities including property, chattel and investment holding. My clients were predominantly individuals and families, and I enjoyed the personal contact aspect of my role. -
Assistant ManagerOgier Jul 2005 - Sep 2014JerseyI started my position with Ogier Fiduciary Services, and progressed from Trainee Administrator to Assistant Manager during this time.I administered a portfolio of approximately 100 companies, trusts, foundations and limited partnerships, with a range of activities including property, chattel and investment holding. My clients were predominantly individuals and families, and I enjoyed the personal contact aspect of my role.
Heather Barker Education Details
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Ocean Science -
Finance And Financial Management Services -
Beaulieu Convent SchoolSecondary School Education, Gcses And A-Levels
Frequently Asked Questions about Heather Barker
What company does Heather Barker work for?
Heather Barker works for Valla Limited
What is Heather Barker's role at the current company?
Heather Barker's current role is Client Director at Valla Limited.
What schools did Heather Barker attend?
Heather Barker attended University Of Plymouth, Icsa: The Governance Institute, Beaulieu Convent School.
Who are Heather Barker's colleagues?
Heather Barker's colleagues are Charles Hotton, Harry Le Breton, Sam Lemon, Karen Ruderham, Grainne Mcginley, Paul Kingham, Peter Le Marinel.
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