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Jonathan is a manager in Ogier Global’s Private Wealth team in Jersey. He has worked in the finance industry, specialising in UHNW Family Office services for more than ten years. He is an Associate of The Chartered Governance Institute and was recently awarded the JD Clarke Award for Best Paper in his Company Law exam.
Background and experience
Jonathan originally joined Ogier in 2009, working within the employee benefits department. He very soon settled into his chosen speciality of private wealth and, more specifically, family office.
Jonathan has since worked for the exclusive service of UHNW individuals and their families, building a wealth of knowledge in all aspects of Family Office. Principally, he has provided a key role in the active management of complex multi-jurisdictional trust and company structures established for the efficient investment of family wealth. These range from managed and advisory investment portfolios, real estate, artwork, antiques and antiquities. In his previous role, he worked within a small, dedicated and highly experienced team along with some of the world's leading advisors to provide guidance and succession planning to UHNW individuals and their families.
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