Lucia has undertaken a number of roles in an investment environment during her 7 years in the finance industry. This has allowed her to gain a wide ranging knowledge of all administrative processes required to support our investment management and stockbroking services. As Investment Assistant Lucia has an intimate knowledge of these and how they impact upon our service and therefore provides invaluable support to the Investment Managers, enabling them to deliver a very high level of service to clients. Lucia is the first point of contact for day to day enquiries.

Trevor has worked in a number of different roles in the finance industry during the last 25 years. These include foreign exchange trading, private client and intermediary relationship management and order execution. In his role as Investment Manager, Trevor works closely with Neville and the rest of the team drawing on his long standing experience to provide a high quality service that meets the varying requirements of our diverse client base. Trevor is an Associate of the Chartered Institute for Securities and Investment and holds their Certificate in Investment Management.

Neville heads up our Investment Management team and specialises in providing bespoke investment management and stockbroking services to a diverse client base. Having worked in the industry for over 25 years he has a wealth of experience combined with extensive market knowledge, enabling him to clearly understand clients objectives and requirements and provide investment solutions which meet their individual circumstances. Advisory portfolio management, in which the team specialises, requires by its very nature, an active partnership approach between client and Investment Manager. We believe that this partnership leads to a long-term relationship which is a key component in wealth creation. Neville is a Chartered Fellow of the Chartered Institute for Securities and Investment, holding their Level 4 RDR compliant Investment Advice Diploma and Certificate in Investment Management together with the CFA Society of the UK Investment Management Certificate.

Richard is Managing Director of Vestra Wealth (Jersey) Ltd. Richard began his investment career in 1986 at the GNI Group of Companies. Over a 14 year career, Richard fulfilled a variety of roles including advisory and discretionary account manager as well as bullion market maker. During this time Richard spoke internationally on the use of derivatives in portfolio management. In 1999, Richard joined SG Hambros in Jersey where he was appointed as Head of Investment Management before leaving in 2001 to set up his own firm. Richard joined Vestra in 2010 and continues to manage the Irish Stock Exchange listed Orchard Funds PLC. Richard was awarded the CFA Charter in 2007.

Suzi joined the team from AIB Jersey and has 14 years experience in the finance industry. She has an
in-depth knowledge of international banking and investment management with a particular focus on high net worth clients. In her role as Investment Manager she works closely with her fellow team members to understand individual client circumstances and objectives in order to provide suitable investment solutions and advice. Suzi is an Associate of the Chartered Institute for Securities and Investment and holds their Certificate in Investment Management together with the Certificate in Financial Advice (CeFA), International Certificate in Financial Advice (ICFA) and the IFS Level 4 Diploma in Financial Advice.

Paul joined Vestra Wealth from UBS Wealth Management (UK) Ltd where he was an Executive Director and member of the Management Committee. He started his career with the Royal Bank of Scotland and subsequently, joined Laing & Cruickshank where he was part of a team managing discretionary portfolios. At Vestra Wealth, Paul established the Jersey Office before moving back to London to become Co-Head Operations Management. He is a member of Vestra's Management Committee and a Director of Vestra Wealth (Jersey) Limited and Vestra US Wealth Management Limited.