Amy Merrien
Client Administration Manager
About Amy
I joined the company in 2017 to work in a newly established role in the Guernsey Portfolio Management team. My previous experience in private wealth management equipped me with skills in client relationship management and a focus on providing excellent service to clients.
My key role is the management of the Client Administration team which provides support to our Investment and Stockbroking Directors, attending meetings with clients and dealing with all administrative matters which arise. From initial meetings through to investment proposals and account opening, I am a familiar face from the very start of a new client relationship and a point of contact in the absence of the Directors associated with the client.
I am also the primary point of contact for clients who invest in our in-house fund range, including the administration and development of the Select Portfolio Service.