Richard has over 30 years of experience in the finance industry internationally having moved to Cayman in 1991 from Nat West Financial and Investment Services in London to work with CIBC Bank and Trust Company (Cayman) Limited for 19 years rising through the ranks from Trust Officer to Director Trust Services. In 2010 he was headhunted to join Appleby Trust (Cayman) Ltd. as Managing Director and ran their trust company for 6 years steering them through an impressive period of growth.During his career in Cayman Richard has managed the purchase and sale of many Cayman and international real estate transactions for clients and has attended almost every condominium association strata meeting on the Island. He has personally built properties and invested in real estate successfully and is currently on the Executive Committees of two Strata Corporations (being Chairman of one) bringing much needed stability and improving their financial positions by applying a practical constructive management style. He is very client focused and has realized that his enthusiasm for Cayman Islands real estate together with his skill set and experience makes him well positioned to help clients with their real estate needs. He is able to share his in depth knowledge of the Cayman Islands from a finance, living and real estate perspective with the ability to refer clients to trusted professionals in the Cayman Legal, banking, accounting, finance, and services sectors.Since 2012 he has been recognized annually in the Citiwealth Leaders List which aims to highlight the best of those individuals working in the wealth management sector and in 2015 this included the following quote from a highly regarded advisor- “I have worked with Richard as trustee over the last twelve months and found his approach to be pragmatic and commercial. These are qualities I value highly in a professional trustee. He is knowledgeable on complex trust matters but at the same time is able to convey a sense of comfort to my clients who have also come to rely on Richard to look after their needs on a global basis.
Richard has been approved by the Cayman Islands Monetary Authority for over 10 years to hold the positions of Director and Managing Director of regulated financial entities in the Cayman Islands. He is also registered with CIMA under the Directors Registration and Licensing Law 2014 and is a member of the Cayman Islands Directors Association. Richard is a former Director of Cayman Finance and was a speaker on their behalf at the 2009 Insurance Managers Association Conference.
CIREBA (Cayman Islands Real Estate Brokers Association)
Member since 2017
Society Trust and Estate Practitioners
Member since 1999
Chartered Institution of Bankers (U.K.)
Associate, Trustee Diploma, 1990