STEP Johannesburg Event

Michael is the Head of Fiduciary Services for Standard Bank Offshore Trust Company Jersey Limited and leads a team of highly qualified and experienced trust professionals looking after bespoke dynastic structures with a diversified asset base. He joined Standard Bank from an award-winning independent trust group where he was both a director and shareholder of the business. In his previous role headed a large team that was responsible for the establishment and ongoing management of large complex dynastic structures for families with a focus on Africa, the Middle East, the UK and North America. Prior to working at to his last role Michael worked in the trust and fiduciary division of a large Canadian banking institution, working in both their Jersey and Cayman offices. In this role he focussed on African, North American, European and UK connected families.

Catherine has a particular focus on advising clients with a South African connection, having worked in South Africa for 12 years where she specialised in the establishment of offshore structures for South African individuals and companies, and the establishment and running of private charitable foundations. Catherine works between the firm’s Bristol and London offices. She lives in the countryside just outside Bristol and enjoys walking her dogs and spending time with friends and family. Catherine is a Partner in the firm’s 40 lawyer strong Tax and Private Client Team. Catherine specialises in international tax, trusts and estate planning advice for a wide range of clients, from high net worth individuals to leading private banks and other financial institutions.

Dean is a fellow of the Association of Chartered Certified Accountants and a member of the Society of Trust and Estate Practitioners (STEP). Dean qualified with Deloitte in 2003, having gained valuable experience whilst auditing a wide variety of offshore financial institutions and structures. Since joining IQ EQ Group twenty years ago, he has held various positions, whilst gaining significant exposure to private client structuring, both from an accounting as well as an administration perspective. Having grown up and spent his formative years in South Africa, Dean knows the country well. He is fluent in Afrikaans and has a strong understanding of the culture and diversity of the country and travels regularly to service existing clients and relationships.

Born in Preston, Lancashire, England in 1960, Mark has a BA (Hons) degree in Economics and Business Studies, CISI level 6 in Private Client Investment Advice and Management and ICA Advanced Certificate in Compliance. Mark began his career in 1981 at the London-based internationally respected firm of stockbrokers, Hoare Govett. Starting as a company analyst, Mark went on to build a 27-year career in investment banking. During this time, he would go on to hold various senior management roles working for UBS Philips and Drew and BZW (latterly Credit Suisse First Boston). Following a management buyout of Altium in 2008, Mark returned to Jersey and secured a position at private client stockbrokers, Collins Stewart, later acquired by Canaccord Genuity Inc. This marked the beginning of a second career in investment management. He has built a 10-year track record of consistent market competitive portfolio returns investing in global equities.