Menu open icon Search icon Close icon facebook twitter youtube instagram linkedin Butterly graphic Facebook share icon Linkedin share icon Email share icon Twitter share icon Download Icon

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.

Latest

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 85% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

Submit an Enquiry

Please use this short form to help us respond to your enquiry as efficiently as possible.