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James Halliday

Manager - Private Client Services Isle Of Man 

James joined JTC in 2017 as part of the acquisition of Merrill Lynch’s trust business, and he has since been promoted to senior administrator.

As a senior administrator, James works on a varied client portfolio with different structures. In May 2021, he also helped to establish the GEIM (Geneva & Isle of Man) team, which supports the Swiss client administrators in administering a varied range of client portfolios within set timescales to ensure timely and effective client care.

James also trains new employees who are joining the team.

James started his career in the trust industry as a temporary administrator for Merrill Lynch and has worked in the industry since.

Qualifications

  • STEP Full Diploma – working towards full STEP membership
  • STEP Certificate in International Trust Management
  • BA Hons in Criminology

In Their Spare Time

In his spare time, James likes to read and play football for the local Isle of Man team.

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