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Home > People > Robert Monticelli

Robert Monticelli

Director - Private Wealth Services Jersey 

Robert is a Director within JTC’s Private Wealth Services division and is responsible for a team that manages a diverse portfolio of high net worth international clients.

He has a strong focus on client service and oversees a number of structures incorporating various asset types ranging from real estate to yachts and aircraft. Robert’s role also encompasses business development in Southern Africa, where he carries out a regular visitation programme.

Robert is an experienced trust and estate practitioner with over 35 years’ experience in the financial services sector, of which nearly 20 were spent working with AIB Trust in Jersey.

Qualifications

  • DTEP

Areas of Expertise

In Their Spare Time

When not spending time with his family or on the golf course, Robert takes to the road to enjoy the freedom that is letting the throttle out on his motorbike.

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