Director - Head Of Private Wealth
Simon Morgan joined Vistra in early 2011, and is the Head of Vistra Jersey’s Private Wealth team and manages a portfolio of Vistra's ultra-high net worth client relationships from around the world.
He has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. Simon began his career as a Trust Administrator and then became Head of Business Development at HSBC Private Bank before he left Jersey to join Barclays Private Bank in Cayman as Head of their fiduciary services. He then returned to Jersey with Barclays as their Head of Wealth Structuring before moving to RBS Coutts as the Global Head of Trust and Fiduciary with responsibility for Jersey, Geneva and Cayman.
Simon is Worldwide Chair of the Society of Trust & Estate Practitioners (STEP) and was a winner of STEP’s Founder's Awards in 2010 for his work for the Jersey branch. Simon is also Fellow of the Chartered Institute of Financial Services (IFS), and was named in the CityWealth Honours list and Who’s Who legal as one of the world’s leading practitioners in his field.
04 December 2019
Simon Morgan TEP, Director and Head of Private Clients at Vistra Jersey, has been re-elected worldwide Chair of STEP.…
10 April 2019
03 April 2019
18 October 2018
20 June 2018
21 March 2018