Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce two promotions at the start of the year.
Kerry Beattie, who celebrated 10 years with the firm last year has been promoted to Senior Client Manager. Having begun as a graduate trainee in 2005, Kerry has progressed through the firm, and leads a team of over 20.
Katie Lean, who has been with Optimus for 4 years has been promoted to Senior Client Administrator. Within her new role, focus will move to managing the portfolios of a number of specialist ultra-high net worth clients.
“We are pleased to recognise both Kerry and Katie’s hard work over the past 12 months” said Brent Thomas, Director in Optimus, “Kerry will be servicing her clients and developing new contacts both nationally and internationally. Katie continues to build excellent relationships with our clients and sets an example to members of the team by providing excellent service".
Optimus offer personalised offshore fiduciary services which include a range of corporate, trust and pension solutions headquartered in the Historic Capital of the Isle of Man, Castletown.
Whether you are an international firm or located on the Isle of Man we will be able to assist you.Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we doKerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clientsIndustry Professional, Director
Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560