Reckon Financial Services has appointed a Senior Administrator.
Steven Luis, who has more than seven years’ experience across the private wealth, trust
and banking sectors, joins Reckon from a governance services provider, where he oversaw the administration of corporate and holding structures.
He had previously worked at a trust company where he managed trust and company portfolios for an international high-net-worth client base.
Mr Luis said he was “delighted” to be joining the firm at what he described as an “exciting stage” in its growth.
“I’m looking forward to working alongside the team to support the continued growth of the
business and deliver excellent outcomes for clients,” he said.
Alfie Greenway, Co-Founder and Director at Reckon Financial Services, said that Mr Luis’ “breadth of experience across private wealth, governance and client relationship management” would make him “an excellent addition to the team”.
Jim McCartan, Co-Founder and Director, added that his “experience supporting sophisticated international structures and high-net-worth families further enhances our ability to provide the high standards of service our clients expect as we continue to expand”.
