Simon Duggan Email and Phone Number
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Simon Duggan is a Experienced Fiduciary Professional at Charterhouse Lombard Limited. He possess expertise in trusts, high net worth individuals, wealth management services, inheritance tax planning, trust services and 19 more skills.
Charterhouse Lombard Limited
View- Website:
- charterhouselombard.im
- Employees:
- 26
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Senior Fiduciary AdministratorCharterhouse Lombard Limited Mar 2024 - PresentIsle Of Man
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Client Services DirectorPraxis Mar 2023 - May 2023Isle Of Man -
Chief Executive OfficerParagonex Mar 2017 - May 2022Isle Of ManParagonEX is the provider of the most advanced CFD trading platform and performance driven Back-Office. The company has pioneered the next generation of comprehensive, added-value solutions for online brokers based on intimate industry experience and progressive technologies. -
Managing DirectorFeb 2011 – Dec 2016 Knox Group Managing Director Feb 2011 - Dec 2016Isle Of Man▪ Was invited to create and lead the company from the outset. It quicklybecame part of a boutique and rapidly expanding Isle of Man FinancialServices Group that included discretionary investment management,independent financial advisory, accounting services together withregulatory compliance services.▪ Led the strategic development and growth from the outset, developedand managed the “key” client relationships and collaborated closelywith professional intermediaries and advisers.▪ Functioned as Trustee to a major single-Family Office Private TrustCompany and was actively involved in key decision making in respectof the day-to-day affairs, structuring and investment appraisal,spanning a wide variety of asset classes.
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Managing Director / DirectorBoston Group Jan 2005 - Jan 2011Isle Of ManBoston GroupManaging Director (Jun 2008 - Jan 2011)Director (Jan 2005 - Jun 2008)▪ Joined Boston when it was a still a single-family Office. The foundingfamily recruited me to establish, lead and develop a newly licensedCSP / TSP private client offering.▪ The growth of the business during his six-year tenure was exceptional,resulting in a turnover of c. £.4.5 million and an expansion to c. 45employees.▪ Was at the forefront of two successful acquisitions resulting in theeffective and efficient integration of clients, advisors and staff alike.
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DirectorAnglo Irish Trust Company Limited Oct 2002 - Dec 2005Isle Of ManOct 2002 – Dec 2005 Anglo Irish Trust Company LimitedDirector▪ Appointed Director of Anglo-Irish Trust Company Limited▪ Pivotal role in acquisition of Ernst & Young Trust Company Limited(July-November 2002)▪ Key role in consolidation of both business’s resulting in successfulrestructuring of principal business units, increased turnover andprofitability through 2003 and 2004▪ Personally responsible for the diversification of core business viaapplication for Fund Administration Licence, following extensivebusiness planning and recruitment of experienced/respected keypersonnel.▪ Directly involved in key strategic decision making, participation atDirectors meetings and all “key business” drivers’ meetings▪ Member of Executive Management Team▪ Direct responsibility for managing relationships of “key” high net worthindividuals and structure
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Senior ManagerAnglo Irish Trust Company Limited Jan 1995 - Oct 2002Isle Of Man1995 to 2002 Anglo Irish Trust (IOM) Limited Senior Manager • Establishment and development of the operation from its outset directly with CEO • Direct responsibility for implementation of all systems, recruitment, initially and ongoing • Development of company’s products and strategy • Overseeing the daily administration and accounting function for all clients • Direct supervision of a team of nine members of staff • Recruitment and Training
Simon Duggan Skills
Frequently Asked Questions about Simon Duggan
What company does Simon Duggan work for?
Simon Duggan works for Charterhouse Lombard Limited
What is Simon Duggan's role at the current company?
Simon Duggan's current role is Experienced Fiduciary Professional.
What is Simon Duggan's email address?
Simon Duggan's email address is si****@****ifm.com
What skills is Simon Duggan known for?
Simon Duggan has skills like Trusts, High Net Worth Individuals, Wealth Management Services, Inheritance Tax Planning, Trust Services, Pensions, Wealth Management, Family Office, Estate Planning, International Tax, Management, Tax.
Who are Simon Duggan's colleagues?
Simon Duggan's colleagues are Catherine Morrison, Sue Fisher, Chris Broadhead, David Dean, Joy Holloway Jones, Shinoop Thekkoodan Pius, Sarah Melvin.
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Simon Duggan
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2maplin.co.uk, 100percentgroup.com3 +441709XXXXXX
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Simon Duggan
Senior Commercial Manager At Department For Transport (Dft), United KingdomUnited Kingdom2eezehaul.co.uk, dft.gov.uk
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