Hamilton, Bermuda
I am a global insurance executive with more than 25 years of experience across international life insurance, private wealth solutions, fiduciary services and cross-border succession planning. Throughout my career I have worked with private banks, wealth managers, family offices and strategic partners to develop and distribute solutions for high net worth (HNW) and ultra-high net worth (UHNW) clients across multiple jurisdictions. At Meanwhile, I lead international distribution initiatives designed to help affluent families navigate an increasingly complex wealth landscape. I work closely with financial institutions, advisers and strategic partners to deliver innovative solutions that combine long-term protection with modern approaches to wealth preservation. As Chief Trust & Fiduciary Officer, I oversee trust structures, governance frameworks and succession planning solutions, maintaining the highest standards of compliance and fiduciary responsibility in serving international families. A qualified lawyer (non-practising) and TEP, I bring together expertise in insurance, private banking, fiduciary governance and executive leadership, with a particular interest in how innovation and digital assets may shape the future of wealth planning.
Group Head of International Distribution at Meanwhile | Building the future of Bitcoin-native life insurance | Bridging over two decades of global HNW planning across insurance and trusts with crypto innovation.
I formed part of the Leadership and Governance team for Sun Life International, one of the largest players in the cross-border insurance industry. I carried ultimate responsibility for distribution, marketing, channel-management, and revenues across product lines. I was a core leader in the management of the company.
I served as a key negotiator to develop company presence in international markets as well as generate income streams through sale of insurance products. My highlights: I developed new markets for new international HNW Insurance including Russia, the Middle East and Africa I lead and managed referral relationships with select banks and financial institutions
I oversaw Wealth Planning; Banker relations for Zurich, Singapore and Dubai; which included product compliance with different legal jurisdictions and practices—including Islamic jurisprudence in the ME My Highlights: I developed a life insurance global distribution model I served as internal lead on the Common Reporting Standard (CRS) automatic exchange of information project
I oversaw product strategy, legal/ taxation requirements in development and management of HNW life insurance products. My Highlights: I co-authored seminal Business case for Wealth Insurance Solutions initiative, with successful launch in the GFC environment of USD$1.9 Billion in insurance premiums. I collaborated effectively with legal and tax BUs across business lines and regions on corporate reputation, distribution, licences and risk I drafted policy frameworks for structured solutions with insurance products (trusts, foundations, companies) across jurisdictions