AgendaValla marks significant growth with senior appointments

Valla marks significant growth with senior appointments

Valla, an independent Jersey Trust Company, is marking significant growth with four senior appointments to strengthen their client management team and a promotion. This includes the recruitment of two managers with a combined experience in Financial Services of over 44 years. David Haines has been appointed Manager to lead a team of administrators, working closely with the directors to ensure a strong focus on client relationships. A member of STEP David has held a number of senior roles within the Wealth Management and Funds Industry, specialising in the management of sensitive Trust matters and Real Estate transactions. Heather Barker has been working in the finance industry since 2005, specialising in the private client sector. She joins Valla as a manager and is experienced in administering multi-jurisdictional structures involving trusts, companies, foundations and limited partnerships. She holds a BSc (Hons) in Ocean Science, and after returning from university to Jersey she attained her ICSA Diploma in Offshore Finance and Administration, and went on to complete ICSA CSQS, qualifying as a Chartered Secretary. Jon Donald has been appointed to the role of client director. He has held a range of other senior roles within the industry over the last 13 years and specialises in business operational matters as well as Wealth Management and Administrative Services for High Net Worth Individuals and corporate clients. Jon holds an MA (Hons) in Economics, is FCCA qualified and is a member of the Chartered Institute for Securities & Investments. Karen Ruderham joins Valla as an assistant manager having worked in the Trust and Corporate Services sectors for over 30 years. She has a wealth of experience in the administration and management of trusts and companies. Karen holds the ICSA diploma in offshore finance. Maintaining Valla’s commitment to Jersey recruitment Curtis Chilvers has been promoted to the position of Senior Trust Officer administering corporate clients and real estate entities, together with more complex private client structures.

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