2021 -
2023 Contract FATCA and CRS Reporting @ Julius Baer Trust Company (Channel Islands) Limited
2013 -
2021 Head of Client and Regulatory Tax Reporting @
1998 -
2013 Manager Custody Services and Head of Operations (COO) and Head of Client Tax Reporting @
1989 -
1998 Custody and Custodian and Trustee Officer @ Rea Brothers (Guernsey) Ltd
1986 -
1989 Banking Clerk @
Simon Masterton Education
St Peter Port Secondary School 1981
-
1986
Simon Masterton Skills
Equities
Strategic Planning
Hedge Funds
Investments
Project Management
Strategy
Retail Banking
Asset Management
Relationship Management
Securities
Financial Services
Offshore Investments
Due Diligence
Financial Analysis
Risk Management
Finance
AML
Offshore Banking
Wealth Management
Wealth Management Services
Financial Risk
Portfolio Management
Private Banking
Anti Money Laundering
Mutual Funds
Microsoft Office
Corporate Governance
Management
Financial Planning
High Net Worth Individuals
Banking
Fixed Income
Simon Masterton Summary
Simon Masterton, based in Guernsey, is currently a Outsource Contractor at East Harbour Associates Limited. Simon Masterton brings experience from previous roles at Julius Baer Trust Company (Channel Islands) Limited, RBC Wealth Management, Butterfield Bank (Guernsey) Limited and Rea Brothers (Guernsey) Ltd. Simon Masterton holds a 1981 - 1986 St Peter Port Secondary School. With a robust skill set that includes Equities, Strategic Planning, Hedge Funds, Investments, Project Management and more. Simon Masterton has 1 emails on RocketReach.
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