Simon Morgan

Consultant

Simon Morgan

Consultant

As a part-time consultant at Alex Picot Trust, Simon brings over 40 years of experience in the private client industry. In his role he will be focusing on strategic business advisory services and the development of new private client relationships.

Simon is an Emeritus member of the Society of Trust and Estate Practitioners (STEP). He has held a number of leadership positions within STEP, having been elected worldwide Chair in 2019 and previously as Chair of STEP Jersey.

Industry accolades include:

  • 2021 STEP Private Client Awards – Geoffrey Shindler Award for Outstanding Contribution to the Profession
  • 2021 Citywealth IFC Awards – Gold in the ‘Trustee of the Year – Channel Islands & Isle of Man’ category

Simon Morgan

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