Director - Head Of Private Clients
Simon Morgan is Director and Head of Vistra Jersey’s Private Client team and manages a portfolio of Vistra's ultra-high net worth client relationships from various parts of 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 Banking before he left Jersey to join Barclays Private Banking in Cayman as Head of Fiduciary Services. He then returned to Jersey with Barclays as Head of Wealth Structuring before moving to RBS Coutts as the Global Head of Trust and Fiduciary.
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.
10 April 2019
Simon Morgan, TEP, Director and Head of Private Clients at Vistra Jersey and Worldwide Chair of STEP recently participated on a panel on “Family Business: A case of wealth structuring for a smooth transition” at the STEP Mauritius Conference where he shared…
03 April 2019
18 October 2018
20 June 2018
21 March 2018
20 October 2017