Area of expertise

  • Private client services
  • Family office
  • Islamic finance and Shariah-compliant structures
  • Philanthropic trusts
  • Governance, risk and compliance
  • Administering corporate and fund structures, especially alternative investment funds (primarily real estate)
  • General management of trust and fund company business, including the writing of business risk assessments, business plans and annual budgets

Responsibilities

Jennie is responsible for a team of two private client directors and two family office directors and their underlying teams. She is involved in key client relationships and assists each department in reaching their targets and requirements in all areas of the business, including staff, regulatory, tax and financial matters. Other focus areas are procedures, business development, overall growth and budgetary matters.

Qualifications and memberships

  • Associate of ICSA – Institute of Chartered Secretaries
  • Fully qualified member of the Society of Trust and Estate Practitioners (STEP)
  • Certificate in Islamic Finance
  • Fully qualified AAT (now CAT – Certified Accounting Technician)
  • ICA Diploma in Governance, Risk and Compliance
  • Trust and Company Offshore Certificate
  • Certificate in Fund Administration
  • Advance Certificate in Fund Administration
  • Diploma in Fund Administration – alternative investment funds

Notable achievements

  • Worked with companies from the initial stages through to IPO, alternative investment funds, corporate vehicles, philanthropic structures and private clients
  • A qualified Islamic Finance Practitioner, corporate secretary, trust and estate practitioner and account technician with various fund qualifications
  • A frequent traveller to visit clients and intermediaries around the globe, with regular contacts in Israel and the north of England in addition to London and Europe
  • Was the MD of the Jersey office of a trust company, which was part of a global trust and funds company with over 8,000 employees for approx.17 years; responsible for overseeing the Jersey private client, corporate and funds business
  • Mother to a teenager
  • Avid reader and attendee at theatres, cinemas and galleries
  • Amateur writer

Articles by Jennie Ekedahl

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