Charles oversees a number of client services teams in the Isle of Man to ensure that Equiom's clients benefit from the highest levels of customer service and compliance in line with procedures and external regulatory requirements. He also provides a high-level point of contact to a number of Equiom’s key private clients.
Charles provides a range of fiduciary services to trusts and companies for high net worth private clients, particularly with a bias towards investment and property management. He works closely with his clients and their advisers to provide bespoke solutions, and has many long-standing relationships both locally and internationally.
He has a wealth of trust and corporate services experience and has built strong relationships with clients over many decades – in many cases advising second and third generations of families in the management of their wealth via appropriate trust structures, as well as assisting them with estate and general tax planning.
Charles joined Equiom in 2013 following the acquisition of West Corporation Limited.
He is an honours graduate of Hull University.