Simon Morgan Email & Phone Number
Consultant @ Alex Picot Trust
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Simon Morgan Work
- Consultant @ (May 2026 - Present)
- Executive Director for Private Wealth @ (October 2021 - March 2025)
- Partner and Head of Private Wealth @ (February 2011 - October 2021)
- Board of Directors member (Worldwide Chair 2019-2020) Council (to 2020) and ex Jersey Committee Chair @ (January 2001 - December 2021)
- Regional Head - Channel Islands and Cayman Islands @ (September 2004 - February 2011)
- Committee Member @ Jersey Association of Trust Companies (January 2003 - January 2005)
- Head of Trust and Fiduciary Services @ Barclays Private Bank & Trust (Jersey) Limited (August 2000 - August 2004)
- Head of Trust Services @ Barclays Private Bank & Trust (Cayman) Limited (March 1997 - August 2000)
- Head of Business Development @ HSBC Private Bank (C.I.) Limited (January 1988 - January 1997)
- Head of Client Administration @ Hoare Govett (CI) Limited (January 1987 - January 1988)
Simon Morgan Education
- Victoria College Jersey 1979-1982
- Ardingly College 1974-1979
- St Ignatius, Cayman
Simon Morgan Skills
- Wealth Management Services
- High Net Worth Individuals
- Trust Services
- Wealth Management
- Investments
- Private Banking
- Wealth
- Banking
- Asset Managment
- Trusts
- Corporate Law
- Financial Structuring
- Portfolio Management
- Financial Services
- Mutual Funds
- Estate Planning
- Investment Advisory
- Asset Management
- Corporate Governance
- High Net Worth
Simon Morgan Summary
- Simon Morgan, is currently a Consultant at Alex Picot Trust. Simon Morgan brings experience from previous roles at VISTRA, Society of Trust & Estate Practitioners and RBS Coutts Trustees (Channel Islands) Limited. Simon Morgan holds a 1979 - 1982 Victoria College Jersey. With a robust skill set that includes Wealth Management Services, High Net Worth Individuals, Trust Services, Wealth Management, Investments and more. Simon Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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