Areas of Expertise
Kelly has over 15 years’ experience in the financial services industry and provides fiduciary services and directorships to investment funds, utilising unit trust, partnership and corporate structures. She has extensive private client and trust experience.
Previously, Kelly worked as a Trust Officer at Meritus Trust Company Limited, an independent fiduciary firm servicing multi-jurisdictional and inter-generational trust structures for high-net worth families. Prior to this, she was an Assistant Senior Manager in HSBC Bank Bermuda Limited’s compliance function where she partnered with various fiduciary and organisational businesses and supported the bank in managing regulatory relationships and engagements. Kelly also worked at Bermuda Trust Company Limited’s family office with HSBC Private Bank, HSBC Bank Bermuda Limited administering a portfolio of companies and trusts.
Registered Trust and Estate Practitioner
Member of the Society of Trust and Estate Practitioners
Education
Elms College, US, Bachelor of Arts (Honours), Business Administration and Minor in Fine Art, 2005