Mr Simon Morgan
TEP FCIB

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

4th Floor
St Paul’s Gate
22-24 New Street
St Helier
JE1 4TR
Jersey

Email: simon.morgan@step.org
Telephone: +44 (0)1534 504744
Website: www.vistra.com
Practice Areas: Charity formation/administration, Company formation/management, Family business, Family office, Philanthropy, Tax, Trust planning/administration, Wills and probate, International client, Succession planning
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Profession:
Trustee/Fiduciary
Firm:
Vistra (Jersey) Ltd
Branch/Chapter:
STEP Jersey
Committees:
Council, Board of Directors, Charities UK Satellite SIG Coordinators, Governance Committee, Jersey Branch Committee, Oversight of Conferences Committee
Special Interest Groups:
Business Families | Charities Sydney Satellite | Charities UK Satellite | Contentious Trusts and Estates | Cross-Border Estates | Digital Assets | International Client | Mental Capacity | Philanthropy Advisors
Biography:

Simon Morgan is Director and Head of Vistra Jersey’s Private Client team and manages a portfolio of Vistra's ultra-high net worth client relationships from various parts of the world.

He has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. Simon began his career as a Trust Administrator and then became Head of Business Development at HSBC Private Banking before he left Jersey to join Barclays Private Banking in Cayman as Head of Fiduciary Services. He then returned to Jersey with Barclays as Head of Wealth Structuring before moving to RBS Coutts as the Global Head of Trust and Fiduciary.

Simon is Worldwide Chair of the Society of Trust & Estate Practitioners (STEP) and was a winner of STEP’s Founder's Awards in 2010 for his work for the Jersey branch. Simon is also Fellow of the Chartered Institute of Financial Services (IFS), and was named in the CityWealth Honours list and Who’s Who legal as one of the world’s leading practitioners in his field.

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