Callum Culf

Worked within the Private Client team, managing a large and complex private client structure spanning multiple jurisdictions. I held responsibility for direct communication with both the client and their private office team, ensuring smooth coordination and high service standards.

Key Responsibilities Included:

• Maintaining accurate records and documentation to ensure compliance with governance and regulatory standards
• Convening, attending, and hosting external director board meetings
• Liaising with investment managers and custodians
• Writing detailed and accurate meeting minutes
• Assisting and mentoring junior staff members
• Reviewing and approving payments
• Reviewing and approving regulatory filings
• Overseeing transaction management processes

Worked within the Family Office and Private Client team, managing a diverse portfolio of entity types and discretionary trusts based in Jersey, the UK, Cayman Islands, and the British Virgin Islands. The client base consisted of ultra-high-net-worth individuals (UHNWIs), families, and self-made entrepreneurs, with a particular focus on sectors including industry, financial services, and crypto assets.

Key Responsibilities Included:

• Communicating directly with clients and their private office teams
• Incorporation and administration of Special Purpose Vehicles (SPVs)
• Convening, attending, and hosting external director meetings
• Preparing and submitting regulatory filings, including tax returns
• Managing quarterly financing and Murabaha transactions