Director - Head Of Private Wealth
Joining Vistra in 2011, Simon Morgan is Head of Vistra Jersey’s Private Wealth team, where he manages a portfolio of Vistra’s global ultra-high net worth client relationships.
Simon has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. He began his career as a Trust Administrator, becoming Head of Business Development at HSBC Private Bank before joining Barclays Private Bank in Cayman as Head of their fiduciary services. Simon relocated to Jersey as Barclays’ Head of Wealth Structuring before moving to RBS Coutts as the Global Head of Trust and Fiduciary.
During 2019 and 2020, Simon was 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.
He is a Fellow of the Chartered Institute of Financial Services (IFS) and is listed in Who’s Who Legal as one of the world’s leading practitioners in his field.
Simon won Gold in Trustee of the Year, Channel Islands & Isle of Man category at the 2021 Citywealth IFC Awards.
18 Dec 2020
Simon Morgan, Director & Head of Private Clients at Vistra Jersey, has been shortlisted under the category 'Trustee of the Year - Channel Islands & Isle of Man' at the Citywealth IFC Awards 2021…
04 Dec 2019
10 Apr 2019
03 Apr 2019
18 Oct 2018
20 Jun 2018