Simon Morgan, winner of a STEP 2010 Founder’s Award, has been appointed Director within Vistra Jersey’s private clients team.
Morgan, who is a Fellow of the Chartered Institute of Financial Services (FCIB) with more than 28 years’ trust experience in Jersey and the Cayman Islands, will be responsible for a portfolio of Vistra’s ultra high net worth clients.
Chris Burton, Chief Executive Officer of Vistra Jersey, says: “Our objective is to be recognised as one of the top five companies in our industry sector, and having someone of Simon’s calibre is a huge asset in achieving that.”
In January, Morgan was presented with a STEP Founder’s Award in recognition of his outstanding contribution to the Jersey branch of the Society of Trust & Estate Practitioners, including his passion for providing education to islanders about the role of the trust industry and the importance of personal estate planning.
“I was delighted to be presented with the award, which I think demonstrates my passion about and commitment to the industry," he says. "I hope to bring that enthusiasm to Vistra, whose dynamic approach is very attractive.”
Morgan began his career in Jersey in 1982 as a trust and company administrator and worked for a number of firms before leaving HSBC Private Banking as Head of Business Development to join Barclays Private Banking in Cayman as Head of Fiduciary Services. He returned to Jersey with Barclays as Head of Wealth Structuring before moving to RBS Coutts six years ago as Global Head of Trust & Fiduciary.