With more than 16 years of experience in the financial services industry, Joe is skilled at managing large portfolios for international corporate and private clients as well as serving as a personal director and trustee on several structures for high net worth individuals.
Joe moved to Oak Mauritius in July 2021 after accepting the position of Managing Director, he oversaw the expansion of the Mauritius office, including the consolidation of its customer base and move to new offices, while leading a team of more than 40 employees. In August 2022, Joe returned to the Channel Islands to take over as Managing Director of Oak Guernsey, leading a group of around 50 employees.
Joe graduated with a BSc in Politics and Economics from Cardiff University and is currently an associate member of ICSA.
Outside of work
Joe loves nothing more than playing and watching football (especially his beloved Wolverhampton Wanderers!) and volunteers as a coach for the local youth squad, St Martins. When he's not on the field, you may find him wining and dining, and relaxing in his garden.