Four senior promotions in Private Client solutions at Capita Asset Services

Tuesday 02 June 2015

Due to a substantial increase in its private client business in Jersey, Capita Asset Services has recently made four senior promotions.

Karl Bekusch and Angela Morris have been promoted to Client Directors, Caroline Ip to Senior Manager and Debbie Donaldson to Manager.

Karl, who is an Associate of the Institute of Chartered Secretaries & Administrators and a member of the Society of Trust & Estate Practitioners, joined Capita in October 2011. He has over 20 years’ experience providing fiduciary services both in Jersey and Dubai.  Karl has responsibility for an international portfolio of complex corporate, trust and private company structures for listed entities, high net worth individuals and families from a diverse range of sectors including real estate, finance, technology and energy.

Angela, who is an Associate of the Institute of Chartered Secretaries & Administrators and has over 20 years’ experience in the trust industry in Jersey, joined Capita in July 2009. She  has responsibility for a large international private client base and has extensive experience working with real estate structures.

Caroline, who joined Capita in 2007, is a member of The Society of Trust and Estate Practitioners and currently completing her ICSA Professional qualification with a view to becoming a member of the Institute of Chartered Secretaries and Administrators. Caroline manages a broad range of international private client structures for high net worth clients involved in a wide range of businesses and asset classes.

Debbie, who joined Capita in September 2006, holds a degree in Management with Trusts and Estates BSc (Hons). She manages a broad range of international private client structures as well as a number of investment portfolio holding vehicles. In addition, Debbie has extensive experience in working with real estate structures.