Carly joined Alex Picot Trust in 2024, bringing 14 years’ experience in trust administration, including five years in a senior position overseeing client portfolios.
She holds professional qualifications through The Chartered Governance Institute and the Society of Trust and Estate Practitioners (STEP).
In her role as Senior Trust Officer, Carly is responsible for overseeing client portfolios and supporting the day-to-day administration of client structures.
