Jo qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career at Summit Trust International SA in Geneva in 2011. Jo has a wide range of experience in trust and company management, providing bespoke private client trusteeship to ultra-high value, complex international trust structures, within which an array of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity, operating businesses and commercial and residential property. Jo is a member of the Society of Trust and Estate Practitioners (STEP). In 2018 and 2020, Jo won Trustee of the Year at the Citywealth Magic Circle Awards. Jo speaks English and French.

Prior to joining TwinFocus, Andy spent almost a decade working in the private client tax team of Deloitte advising Ultra-High Net Worth individuals and their families.  

His experience ranges from advising on the establishment and evolution of multi-jurisdictional family office structures, to dealing with family governance and succession planning matters, as well as advising on the acquisition and sale of closely held businesses and private equity interests.  His in-depth technical knowledge and delivery of pragmatic client-focused solutions led to him being recognized as one of the UK’s Top 35 Under 35 Private Client Practitioners by ePrivateClient in 2016.

Andy is a Chartered Tax Adviser & an Associate member of the Chartered Institute for Securities & Investment.

In his position as Director within our Private Client Services division Joel looks after a portfolio of high net worth clients with a particular focus on the Middle East region as well as marine and aviation services. Joel joined JTC in 2014 as a Manager, with a specific focus on family office services. Having spent the earlier part of his career working in the music, fashion and agricultural industries in the UK, Joel returned to Jersey in 2007 to pursue a new path within the financial services sector with TMF Group. During this period he re-qualified to become a member of the Society of Trust and Estate Practitioners (STEP) and advanced his career by successfully administering a diverse portfolio of private client and corporate structures overseeing a wide asset classes ranging from real estate to yachts.

Matthew studied Classics at St. John's College, Cambridge, before spending 12 years working for Goldman Sachs' Investment Banking Division across a number of roles, with responsibility for some of the firm's largest clients. Increasingly unable to resist combining work with his passion for fine wine, Matthew was excited to join Bordeaux Index in 2018 to lead all aspects of our fine wine and spirits investment offering, as well as focusing on Bordeaux Index's corporate strategy. Outside of work, Matthew is a keen gardener and a charity trustee for the Historic England Foundation.