Professional Summary
Insurance Management • Fiduciary • Business Development • Regulatory Specialist
Accomplished executive with nearly three decades of international experience in insurance management, fiduciary administration, and regulatory compliance for leading financial institutions. In the last 15 years, I have founded two successful companies—both acquired by listed companies—demonstrating my ability to create value, scale innovative businesses, and lead teams through complex transitions.
Recognised for pioneering new business lines, driving commercial and regulatory strategy, and delivering operational excellence for blue-chip and specialist clients in Guernsey, the United Kingdom (UK), and globally.
At the forefront of multiple projects utilising blockchain technology to tokenise traditional assets for institutional clients within Guernsey's regulatory framework. Currently advancing blockchain-based tokenisation solutions tailored to the insurance industry, enabling innovative product development, capital efficiency, and enhanced client value.
Core Competencies
Professional Experience
Jeometri Insurance Managers (Guernsey) Limited
Founded and led a specialist insurance management business from regulatory inception to successful acquisition. Oversaw compliance, commercial growth, client management, product innovation, and operational leadership for an international client base.
Developed strategic partnerships, led regulatory strategy, built key banking and institutional relationships, and managed successful integration post-acquisition. At Jeometri, I managed a portfolio that included life (retail and single-premium), retail general, and captive insurance companies, ensuring regulatory compliance through expert application of relevant legislation and regulations.
Life Insurance
Comprehensive management of life insurance portfolios including retail and single-premium products, ensuring full regulatory compliance and operational excellence across all client mandates.
Retail General Insurance
Strategic oversight of retail general insurance operations, managing complex regulatory requirements while delivering innovative solutions for diverse client needs.
Semper Fiduciary Limited
Founding director and regulatory lead of Semper, an independent Guernsey-regulated fiduciary provider. Instrumental in obtaining the initial fiduciary licence and building the business with robust risk management and compliance systems. Appointed Compliance Officer, MLRO, and MLCO; lead all AML and regulatory strategy, supporting business development and board governance for international clients.
At the forefront of multiple projects utilising blockchain technology to tokenise traditional assets for institutional clients within Guernsey's regulatory framework. Currently advancing blockchain-based tokenisation solutions tailored to the insurance industry, enabling innovative product development, capital efficiency, and enhanced client value.
SRS Management Guernsey Limited (Strategic Risk Solutions)
Provided board-level AML, CFT, and regulatory compliance leadership for this renowned captive insurance manager. Acted as MLRO and MLCO, developing and overseeing robust compliance frameworks, and ensuring the firm's adherence to evolving regulatory requirements for international insurance clients. Led technical and governance initiatives, advised the board on strategic risk management, and supported ongoing operational excellence.
Intertrust Group
Directed global risk, compliance, and regulatory projects for financial sector clients.
Corporate Risk Solutions Limited
Established and scaled a specialist compliance and risk consultancy serving banks, insurers, and financial institutions globally. Led all aspects of business development, regulatory advisory, and project delivery. Advised clients on anti-corruption, AML, sanctions, tax transparency, and data protection, resolving complex cross-border compliance challenges. Directed strategic investigations and regulatory standardisation, culminating in a successful company sale to a leading global group.
Aon Insurance Managers (Guernsey) Limited
Founded and structured both Compliance and Company Secretarial departments. Directed compliance, onboarding, policy, audit, and regulatory affairs for Europe's leading captive/general insurance manager. Registered MLRO, responsible for money laundering investigations and regulatory reporting. Successfully introduced new training programmes and led the transition to align with updated Companies Law and Data Protection legislation.
Previous Roles
Progressive experience in accountancy, external audit, and internal audit within financial services, building foundational expertise in financial regulations and compliance frameworks.
Education & Professional Development
Selected Achievements
- Founded and structured Aon Insurance Managers' Compliance and Company Secretarial departments
- Led pioneering blockchain-based asset tokenisation projects within Guernsey, helping institutional clients harness regulatory-compliant digital structuring opportunities
- Driving initiatives to bring blockchain-enabled tokenisation innovation into the insurance industry
- Appointed to all senior regulatory officer roles (CO, MLRO, MLCO) across multiple leading financial firms
- Successfully launched, developed, and exited specialist insurance, risk, and compliance businesses, navigating complex mergers and acquisitions
- Recognised for regulatory innovation, business growth, and board leadership
References available upon request