A seasoned finance professional, with over 20 years of corporate and investment banking experience across foreign exchange and finance gained at blue-chip banks including Barclays, HSBC and Santander. Jon has a proven track record of building and developing relationships with large corporates, institutional clients and family offices. He brings extensive industry knowledge to drive growth, influence partnership opportunities and help our clients achieve their goals. Outside of work, Jon is married with two teenage children and plays competitive sports including squash and golf.

Joseph is a Senior Tax Manager with KPMG in the Crown Dependencies. Joseph’s primary area of expertise rests in the field of UK and Guernsey taxation of trusts, foundations, estates and HNW/UHNW private clients; however, Joseph is equally well placed to advise on matters relating to general taxation issues such as corporate, personal, business, and international tax. Specific areas that Joseph has recently advised on include relocations and international mobility, restructuring of high value residential real estate, and wealth transfers in respect of multi-generational structures.

Aside from advising clients on their tax affairs, Joseph also provides family governance and succession planning advice to assist families who are looking to establish family offices or restructure their affairs as their personal aspirations grow in line with their business or family requirements. Joseph is a member of both the Association of Chartered Certified Accountants and Chartered Institute of Tax.