Joining the Baccata Group in 2009, Joanne brought over 20 years of experience gained from two leading bank owned trust companies dealing with private clients from many countries particularly South Africa, UK and Channel Islands. Joanne has specialised in investments and provides in-house expertise in both the review of cases and by way of analysis of investments within a fiduciary or trust fund context. Joanne is also a Professional Member of the International Compliance Association.
Chartered Fellow of Chartered Institute for Securities & Investment
Society of Trust & Estate Practitioners (STEP) member
Professional Member of the International Compliance Association