Charlotte Bates  

Managing Director / Location Head - Guernsey

Charlotte is responsible for the overall operation and performance of Equiom (Guernsey) Limited, providing strategic management and leadership to the directors and service teams.

She works alongside her experienced relationship management teams in assisting their ultra-high net worth clients with their complex requirements while ensuring they receive exceptional service.

Charlotte has more than 30 years’ experience in the fiduciary industry, with a particular focus on risk and operations in the last 14 years. She is the Deputy Chair of the Guernsey Association of Trustees.

She is a qualified Trust and Estate Practitioner and is a member of the Institute of Directors (IoD).

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