RBC Wealth Management has appointed two new directors to its Guernsey-based fiduciary services business.
Petrina Le Vallois and Sam Ozanne will report to Lisa Barnett, the Managing Director of RBC Trustees (Guernsey) Limited, RBC Wealth Management – International.
Petrina brings 35 years of industry experience to her new role, having previously worked in private banking, family office and regulatory positions, as well as two independent Guernsey-based fiduciary firms. She joins RBC from the Guernsey Financial Services Commission. She’s will also join the board of RBC Trustees (Guernsey) Limited.
Sam joined RBC as a Senior Associate in 2015, becoming an Associate Director in 2016. He has a number of years’ experience focused on serving clients with complex structures and holds several industry designations. Sam assumes his new role at the end of March.
David Foster, Head of Fiduciary Services, RBC Wealth Management – International, said: “We are delighted that the appoints of Petrina and Sam as Fiduciary Directors will further strengthen our established Guernsey Fiduciary Services business. Their detailed understanding of the industry and long track records of providing exceptional client service will complement our experienced team in the Channel Islands.”
The announcement follows news of RBC Wealth Management’s success at the 2018 Euromoney Private Banking and Wealth Management awards, where the bank secured more than a dozen wins – including an award for Succession Planning Advice and Trusts in Guernsey.
