Heidi Thompson work email
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Heidi Thompson personal email
As an experienced trustee, having worked within the private client industry for approximately 20 years, I am driven to provide the right solutions for private clients/family offices and delivering an exemplary service. I have a particular interest in family governance, the facilitation of passing wealth to the next generation and giving guidance to the recipients to ensure protection of that wealth for the long term future.STEP Qualified and registered STEP member First Class - BSc (hons) Business Management with Trusts and Estates
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DirectorFiduchi Group Mar 2024 - PresentJersey -
Executive DirectorPraxis Jul 2023 - Feb 2024Jersey -
Executive DirectorFiduchi - Private Wealth, Corporate & Yacht Services Aug 2018 - Jul 2023Jersey -
Senior Trust ManagerHsbc Private Banking Mar 2016 - Aug 2018Jersey, United Kingdom -
Trust ManagerHsbc Private Banking Jun 2010 - Apr 2016I worked at HSBC Private Bank for 14+ years focusing on Private Wealth Solutions and spent time across the various geographically split teams. In my final position I ran the Far East Team looking for wealth solutions for UHNW clients and their families for future generations. We focused on an exemplary service for high quality clients and worked with families at all levels to ensure wealth is maintained and enhanced whilst also ensuring good family/corporate governance was in place. -
Assistant Trust ManagerHsbc Private Bank Feb 2004 - Jun 2010 -
Trust AdministratorEfg Private Bank 1997 - 2002 -
Senior Trust AdministratorEfg Private Bank Sep 1996 - Dec 2001
Heidi Thompson Skills
Heidi Thompson Education Details
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Business, Management, Marketing, And Related Support Services -
Hautlieu
Frequently Asked Questions about Heidi Thompson
What company does Heidi Thompson work for?
Heidi Thompson works for Fiduchi Group
What is Heidi Thompson's role at the current company?
Heidi Thompson's current role is Director.
What is Heidi Thompson's email address?
Heidi Thompson's email address is he****@****cpb.com
What schools did Heidi Thompson attend?
Heidi Thompson attended Manchester Business School, Hautlieu.
What skills is Heidi Thompson known for?
Heidi Thompson has skills like Wealth Management, Asset Management, Private Banking, Investments, Portfolio Management, High Net Worth Individuals, Investment Advisory, Risk Management, Fixed Income, Wealth, Financial Services, Banking.
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Heidi Thompson
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Heidi Thompson
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Heidi Thompson
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