Manager, Family Office
Sally has over 20 years’ experience in the finance industry and holds both the ICSA Diploma and the STEP Diploma.
Sally works with the Family Office team at Altum Group having previously worked for an independent trust company for 11 years within their busy private wealth and corporate solutions team. During this time she was on the board of a Managed Trust Company for a leading UK Investment house and managed a portfolio of globally based clients with structures covering a wide range of asset classes including property (residential and commercial) and investments. Sally has also had experience with other asset classes and managed a portfolio of charter yachts.