Chris became CEO of Charterhouse Lombard Ltd in 2013, bringing with him over 30 years’ experience of private wealth management in London and the Isle of Man.
With an extensive array of international contacts, Chris is ideally situated to assist professional advisers and their high-value clients with wealth planning and asset structuring.
Drawing on diverse accounting experience within Charterhouse Lombard, Jessica is an ACCA qualified accountant and has worked with Charterhouse for over 15 years.
She is responsible for overseeing our dedicated team of accountants and bookkeepers and has also served as a Client Director for many years. Jessica is currently deputy chair of the regional ACCA panel.
David has over 20 years’ experience in property, finance, and banking, travelling extensively to grow and secure our existing global portfolio.
He has a keen eye for sources of property investment opportunities, securing contracts before they reach the broader open market. His remit encompasses all forms of acquisition, including residential and commercial, and he also assists with the associated finance and funding aspects of asset re-leveraging.
Jonathan’s 20-year experience stretches across investment management, trust and company, banking and funds across jurisdictions including the UK, Hong Kong, and Jersey. He is a past President of the regional Chartered Institute
of Securities & Investment (CISI) and is a Chartered Fellow. Jonathan is Certified Professional Fellow of the International Compliance Association and completed his Degree in Management and Compliance in 2013.
He oversees all aspects of Charterhouse Lombard’s compliance, AML/CFT, GDPR, and acts as Company Secretary.
Pamela leads the Company & Trust Department and oversees a team of administrators who look after the structuring of a range of complex transactions.
With over 20 years’ experience within the financial industry, Pamela started with Charterhouse Lombard in 1997, bringing with her a wealth of skills in the banking and financial services sectors.