Reckon Financial Services has appointed Steven Luis as Senior Administrator.
Steven Luis (pictured) joins Reckon with more than seven years’ experience across the private wealth, trust and banking sectors. Most recently, he held a senior administration role within a leading governance services provider, overseeing the administration of corporate and holding structures within a regulated environment. Prior to this, he managed complex trust and company portfolios for an international high-net-worth client base at a leading independent trust company and built extensive experience supporting private wealth structures at international fiduciary businesses.
His expertise spans the full lifecycle of trust and company administration, including incorporations, restructures, distributions, statutory record keeping, governance support, client onboarding and regulatory due diligence. He has developed strong relationships with clients, family offices and professional advisers, while mentoring junior colleagues and contributing to operational improvements.
Earlier in his career, Steven worked in international private banking, providing relationship management services to internationally based high-net-worth clients.
“I’m delighted to be joining Reckon at such an exciting stage in the firm’s growth,” said Steven. “Reckon has established a reputation for delivering a personal, responsive and technically strong service to its clients. I’m looking forward to working alongside the team to support the continued growth of the business and deliver excellent outcomes for clients.”
“Steven’s appointment reflects our continued investment in experienced professionals who understand the complexities of trust and corporate administration,” said Alfie Greenway, Co-Founder and Director at Reckon Financial Services. “His breadth of experience across private wealth, governance and client relationship management makes him an excellent addition to the team.”
“Steven combines strong technical capability with a genuinely client-focused approach,” added Jim McCartan, Co-Founder and Director at Reckon Financial Services. “His experience supporting sophisticated international structures and high-net-worth families further enhances our ability to provide the high standards of service our clients expect as we continue to expand.”
