Director, Fiduciary Management
Alan is a Director for RBC Wealth Management in the British Isles. Based in Jersey, he specialises in establishing and managing offshore structures for high net worth individuals and their families, and has experience in servicing the wealth management and estate planning needs of clients from the UK, Europe, Asia and the Americas.
Alan is responsible for the operation and supervision of a client relationship team and managing the financial and estate planning interests of a portfolio of private clients. This includes the administration of such assets as cash and marketable securities, real estate and family businesses through a broad range of trusts, companies and other fiduciary structures. In addition to his client handling and business development responsibilities, a key part of Alan’s role involves working with RBC’s fiduciary professionals and families' legal advisors on the resolution of contentious matters and challenges to trust structures, given his background as a trust lawyer.
Born in Jersey, Alan studied Law at St. Catharine’s College Cambridge, following which he qualified as an English barrister. On his return to Jersey, he qualified as a Jersey Advocate in 1984 and was subsequently appointed a Crown Advocate. Alan was a Partner in the Jersey Law firm Mourant du Feu & Jeune from 1985 to 2009, specializing for many years in commercial litigation and the formation and administration of structures for high net worth families. Alan joined RBC in 2009, following the company’s acquisition of Mourant Private Wealth.
Alan is a member of the Society of Trust and Estate Practitioners, the Association of Contentious Trust & Probate Specialists and an Academician of the International Academy of Estate and Trust Law. He is also one of Jersey’s Law Commissioners.
Alan is a regular speaker and writer on technical fiduciary subjects, including international trust law, philanthropy, foundations and Sharia trusts. In recent years, he has spoken at a range of conferences including those held by Jersey Finance, Legal Week and the International Bar Association and has had articles published in a range of leading trust publications, including Private Client Practitioner, Trusts and Trustees and the STEP Journal.