About

Joining the Baccata Group in 2009, Joanne brought over 20 years of experience as a relationship manager dealing with private clients from a leading private bank and bank owned trust company, with a focus on South Africa, UK and the Channel Islands. Joanne specialises in investments, providing in-house expertise by way of analysis and review of investments within a fiduciary context. More recently, Joanne is working alongside the Directors focusing on a portfolio of clients, with a view to supporting and strengthening their relationships with Baccata.

Professional Qualifications

Chartered Fellow of Chartered Institute for Securities & Investment
Society of Trust & Estate Practitioners (STEP) member
Professional Member of the International Compliance Association