Mark Fleming Email & Phone Number

Jersey

Jersey

Jersey

St Helier, Jersey Channel Islands, United Kingdom

SANNE is a leading global provider of alternative asset and corporate services. Established for over 30 years and listed on the Main Market of the London Stock Exchange, SANNE engages with more than 1, 800 employees worldwide and administers structures and funds that have in excess of £250 billion of assets. We have a presence in 20 established, international financial centres spread across the Americas, Europe, Africa and Asia-Pacific.

St Helier, Jersey, Channel Islands

St Helier, Jersey Channel Islands, United Kingdom

St Helier, Jersey Channel Islands, United Kingdom

Mark is a Director in our Family Office Services team and has over 17 years of experience in the financial services industry with a particular focus on managing the financial and estate planning interests of HNWIs and UHNWIs. Mark has specific knowledge of the UK, Swiss and US markets, which he regularly visits, and the associated wealth management and estate planning needs of clients from these jurisdictions. Mark began his career in 1999 with KPMG, where he qualified as a Chartered… Show more Mark is a Director in our Family Office Services team and has over 17 years of experience in the financial services industry with a particular focus on managing the financial and estate planning interests of HNWIs and UHNWIs. Mark has specific knowledge of the UK, Swiss and US markets, which he regularly visits, and the associated wealth management and estate planning needs of clients from these jurisdictions. Mark began his career in 1999 with KPMG, where he qualified as a Chartered Accountant and gained valuable experience auditing significant sized financial institutions. He worked in the fiduciary services section of RBC Wealth Management between 2005 and 2016 before joining Crestbridge. Show less

St Helier, Jersey Channel Islands, United Kingdom

I was appointed to the Team Lead role with effect from 1 February 2016. This role was an advancement on the Business Lead role that I had fulfilled since 1 February 2015. In this position, I was responsible for client relationship management, fiduciary decision making and the management of a team of 30 people with 13 direct reports (a mix of Directors, Associate Directors and Senior Associates). I had prime responsibility for allocation of work (including from new business gained), resourcing… Show more I was appointed to the Team Lead role with effect from 1 February 2016. This role was an advancement on the Business Lead role that I had fulfilled since 1 February 2015. In this position, I was responsible for client relationship management, fiduciary decision making and the management of a team of 30 people with 13 direct reports (a mix of Directors, Associate Directors and Senior Associates). I had prime responsibility for allocation of work (including from new business gained), resourcing and the smooth running of the department in tandem with the Team Leads from other Departments as appropriate. I was also a member of the Fiduciary Services Management Committee and the Operational Management Team. Show less

Mark is a Private Client Associate Director of RBC Trust Company (International) Limited, which is the Jersey based Private Client Fiduciary Services (“PCFS”) business of RBC Wealth Management (“RBC”). Mark specializes in establishing and administering trust and fiduciary structures for high net worth individuals and their families, with particular focus on those connected to the US. He also has experience in servicing the wealth management and estate planning needs of clients from the… Show more Mark is a Private Client Associate Director of RBC Trust Company (International) Limited, which is the Jersey based Private Client Fiduciary Services (“PCFS”) business of RBC Wealth Management (“RBC”). Mark specializes in establishing and administering trust and fiduciary structures for high net worth individuals and their families, with particular focus on those connected to the US. He also has experience in servicing the wealth management and estate planning needs of clients from the UK. Mark is responsible for the operation and supervision of a client relationship team and managing the financial and estate planning interests of a portfolio of private clients, which includes the administration of a range of structures, such as life interest and discretionary trusts. He takes an active role in business development for the PCFS business and is part of a team responsible for identifying and pursuing opportunities for new trust business in the US. In addition to administering a wide variety of assets, such as private and quoted investments and commercial and residential property, Mark frequently manages significant business transactions on behalf of clients. Born in Jersey, Mark entered the financial services industry in 1999 after graduating from Kings College London with a BA (Hons) degree in Geography. He began his career as a Graduate Trainee at KPMG where he qualified as an accountant and was appointed an Assistant Manager of the company’s auditing department. Mark moved into private client wealth management with RBC in 2005 and assumed his current role in 2012. Mark is an Associate of the Institute of Chartered Accountants (England and Wales) and a member of the Society of Trust and Estate Practitioners. Outside of the office, Mark enjoys spending time with his family, eating out and most sports, especially football and tennis. Show less

St Helier, Jersey Channel Islands, United Kingdom

St Helier, Jersey Channel Islands, United Kingdom

I worked for six and a half years in the audit department at KPMG dealing principally with financial services audits. I acted as in-charge for a number of large banks in Jersey and significant sized trust companies.

Bachelor Of Arts (Ba), Geography

I completed a BA in Geography. For the last two years, I specialised in Human Geography.

English Literature, German And Geography

I did A levels in English Literature, Geography, German and General Studies.