33-37 Athol Street
Isle of Man
Alex Phillips joined Estera in 1999 and set up the Corporate Service Providers department. She became Compliance Manager in 2008 and as such is responsible for compliance management in the firm’s Isle of Man office.
Her key responsibilities include managing the compliance function, providing advice to fee-earners on legislation, local regulatory requirements, corporate governance and areas of best practice. In addition, Alex drafts and updates policies, procedures and internal audit programmes, as well as designing and delivering training programmes, including anti-money-laundering seminars.
Alex has over twenty years' experience in client relations and compliance as well as qualifications in Business Management from the Irish Management Institute. She is a member of the International Compliance Association (ICA) and a member of the Compliance Institute. Alex is also an Associate of the Chartered Institute for Securities and Investments.
Prior to joining Estera Trust (Isle of Man) Limited, Alex worked for Kleinwort Benson in Jersey. She then relocated to the Isle of Man to set up their operations on the Island before assisting with setting up operations for an international banking group.
Keep up-to-date with the latest news, views and developments
from our teams across the Estera group.
1 March 2017
Estera, has acquired Guernsey-based Morgan Sharpe Administration Limited
09 January 2017
Estera, a world-leading fiduciary and administration services provider, will sponsor the inaugural Ladies in Trusts “Afternoon on the Green” golfing event at the North Sound Golf Club in Cayman on Wednesday, February 22.