Chris has been associated with Abacus since 1984 and is a shareholder of the Group.
He was a partner in Coopers & Lybrand from the mid 1980’s until its merger with Price Waterhouse in 1998.
Following the merger of the two firms, Chris became senior partner of PricewaterhouseCoopers in the Isle of Man until his retirement from the firm in 2003.
Chris was also a licensed UK Insolvency practitioner specialising in Receiverships and Administrations and is a former Chairman of the Isle of Man Society of Chartered Accountants.
Telephone: +44 1624 689600
Stewart joined Abacus in January 1993 when it was part of Coopers & Lybrand Isle of Man and became an Abacus Director and Coopers & Lybrand partner in 1995 and was later a PricewaterhouseCoopers partner until 2000.
A shareholder of the group, Stewart trained with and previously worked for a big four accounting practice.
Stewart has over 40 years’ taxation experience, with particular emphasis on the taxation of individuals, offshore trusts and companies. Active in business development and existing client care, Stewart regularly travels to the UK and further afield promoting Abacus’ services and managing client relationships.
Stewart is a Scottish Chartered Accountant, a member of STEP and of the Institute of Directors.
A true Scotsman, Stewart’s heritage is evident in his passion for golf. Whether at home or away Stewart can often be found on the golf course swinging a club or Fore!
Telephone: +44 1624 689610
Mobile: +44 7624 483460
Emer joined Abacus November 1990, when it was part of Coopers & Lybrand, where she concentrated initially on the statutory administration of Isle of Man companies before moving into the trust department.
With over 20 years in the trust business, Emer has broad experience ranging from the administration of trusts and special purpose companies for wealthy individuals, employee share trusts and remuneration planning to yacht administration and Isle of Man partnerships.
Emer is a Chartered Secretary and was admitted as a member of the Institute of Chartered Secretaries & Administrators in 1991 and became a Fellow of the Institute in 2013.
Emer is a regular jet-setter, when not away on business her love for travel takes her home to Ireland or holidaying around the globe with her family.
Telephone: +44 1624 689666
Mobile: +44 7624 463613
Paul joined Abacus as a Senior Manager in September 1996 when it was part of Coopers & Lybrand Isle of Man.
In April 2005 he was promoted to Operations Director and was appointed as a Director to the board of Abacus Trust Company Limited and Abacus Financial Services Limited in April 2006. In 2015 Paul was appointed Chief Executive Officer of Abacus Malta.
Paul has over 25 years’ experience in Operations, 20 years of which have been spent within the financial services sector. As head of Abacus Malta, Paul is responsible for overseeing its operations as well as continuing with his responsibility for IT and Systems, Finance and Administration, Compliance and Risk across the group.
Paul holds a BSc Hons degree in Applied Statistics and Computing, a Diploma in Company Direction and is a Member of the Institute of Directors, sits on the Board of the Isle of Man Association of Corporate Service Providers and is an Associate Member of the Alliance of Isle of Man Compliance Professionals.
The ultimate family guy, Paul loves to spend time with his wife and children – be it on holiday, out walking the dog or simply at home, you can be sure to find one of them by his side or nearby.
Telephone: +44 1624 689608
Kevin has over 10 years’ experience in advising offshore clients, with particular regard to residence, domicile and the use of offshore trusts and companies for tax–efficient planning.
Kevin began his career training as a Chartered Accountant at Deloitte before moving to KPMG to specialise in Tax where he qualified as a Chartered Tax Advisor. He has a wealth of experience in the provision of international and UK tax advice having advised a wide range of clients including offshore funds, property structures, trustees of offshore trusts and high net worth individuals.
Kevin is a fellow of the Institute of Chartered Accountants in England & Wales and a member of the Chartered Institute of Tax.
In his spare time, Kevin is a keen runner and regularly competes in races both locally and further afield.
Telephone: +44 1624 689607
Steven has over 20 years’ experience working in the offshore industry, initially administrating portfolios’ of trusts and companies and from July 2010 Steven gained additional skills in the tax department of a local corporate service provider, undertaking tax compliance, which he continues to do in his role at Abacus.
His clients cover individuals, trusts and companies in both the Isle of Man and United Kingdom.
Steven holds a BSc degree in Chemistry, he is an associate of the Institute of Chartered Secretaries and Administrators and a member of the Association of Tax Technicians.
In his spare time Steven likes reading and occasionally painting in watercolour.
Telephone: +44 1624 689634
Elaine is responsible for the management of a small team dealing with the administration of trusts and the management of companies and deals with the more complex engagements personally.
Elaine has over ten years’ experience in the provision of Trust and Corporate services. She is an Associate of the Institute of Chartered Secretaries and Administrators, and a Member of the Society of Trust and Estate Practitioners (STEP). Elaine holds a degree in American Studies with International Study from the University of Nottingham.
Elaine enjoys spending time with her family, walking the dog and running when she can.
Telephone: +44 1624 689625
Ian has over 20 years’ experience working within the financial services industry on the Isle of Man, most of which has been spent in the trust and corporate services sector.
He is responsible for the management of a small team of trust and company administrators, whilst also dealing with some more complex structures personally.
Ian is a member of the Society of Trust and Estate Practitioners (STEP) having become qualified in 2006.
In his spare time, Ian enjoys listening to music, reading and spending time with his family. He tries to keep active and in the warmer months can often be seen out walking with his daughter around the many Manx coastal paths and enjoying the beautiful scenery which the Island has to offer.
Telephone: +44 1624 689628
Kate manages a portfolio of clients, many of whom have trust and company structures involved in property and investments.
Kate holds the STEP Diploma in International Trust Management.
She is someone who is always busy with her hands. If not knitting or needle felting, green fingered Kate can be found at her allotment, tending to her home-grown fruit and vegetables.
Telephone: +44 1624 689653
David administers a varied portfolio of client structures including trusts and companies and is responsible for the day-to-day administration of assets ranging from yachts, income producing real estate, chattels and investment portfolios.
David graduated from university with a degree in Business and Management and has since gone on to complete the STEP Diploma in International Trust Management.
David loves anything with two wheels – if he isn’t riding with friends among the island’s plantations on his mountain bike he likes to live life in the fast lane by riding around on his motorbike.
Alison is responsible for the day to day management of a portfolio of client structures, including employee trusts, investment holding companies and family trusts.
Alison also assists with staff training on the company’s bespoke client administration system.
When not aiming an arrow she is aiming a lens. This budding photographer is also an experienced archer and is the Team Manager for the Isle of Man’s ‘Island Games’ Archery team.
Hannah provides administrative support to the trust and company teams. She performs a number of administrative duties for client entities, including bookkeeping, reconciling company and trust accounts, producing correspondence as well as providing statutory support.
Another of Abacus’ athletes, Hannah has a keen interest in running and walking, combining the two in both race walking and cross country.
Telephone: +44 1624 689632
Killian provides assistance to the trust and company teams. He assists with preparation of letters, filing of statutory forms, bookkeeping and carrying out administration tasks.
Killian graduated from Sheffield Hallam University with a degree in BSc Psychology (Hons).
Killian’s main hobby is playing golf and he is a member at Peel Golf Club. He also plays football, mostly 5-a-side and takes part in most other sports from time to time.
Telephone: +44 1624 689636
Thomas provides support to the trust and company teams specialising in all aspects of statutory and company secretarial work.
He provides assistance with statutory matters including incorporations, share allotments and transfers, change of officers, AGM’s, EGM’s and liquidations.
Thomas has completed a BA (Hons) Sports Studies through University of Central Lancashire and recently graduated with Master of Arts from the University of Chester in MA Business Entrepreneurship.
Thomas is a big football fan and regular gym-goer, keen golfer and traveller; he enjoys the summer season playing golf or travelling to hot countries.
Telephone: +44 1624 689637
Samantha joined Abacus in October 2017 as a Junior Trust and Company Administrator and provides support to the trust and company teams by carrying out a range of statutory, administrative and company related functions. She is also studying towards her ICSA Chartered Secretaries Qualifying Scheme qualification.
Samantha graduated from the University of Edinburgh in 2017 with a degree in Law (LLB Hons). During her studies she interned in Shanghai at K&L Gates, a global law firm, and at Morton Fraser in Edinburgh.
Having grown up in Tokyo, Amsterdam, Nice and the UK, Samantha has always had a love for travel and enjoys doing that, and keeping fit, in her spare time.
With over 15 years’ experience in the financial services industry, Andrew assists in the management of the Treasury function with the responsibility of overseeing the day to day administration within AbicoCash plc, Fund Administration and Shareholder Services.
Andrew is a family man and enjoys spending time with his wife and two daughters. He also enjoys football in any format and can be found most weekends either playing 5 a side or watching a game or two on TV.
Adam joined Abacus in February 2018 as a Fund Accountant, responsible for the calculation of various Abacus administered funds.
Adam has over 15 years’ experience in the fund accounting industry, affording him a wealth of knowledge and experience.
Adam is an avid sports fan and spends weekends watching various sporting events.
Telephone: +44 1624 689762
Judith supports both business areas in the provision of corporate services to clients and in-house companies. Her role includes the take on of new clients, carrying out statutory work for a range of companies and keeping abreast of legislative, regulatory and corporate governance developments affecting the company.
Before joining Abacus, Judith worked at KPMG in a tax compliance and tax advisory role and at Stuart Smalley & Co where she completed a training contract to qualify as a UK solicitor.
From there Judith moved to Sovereign Trust (IOM) Ltd where she worked for four years in a legal consultancy role as well as being a client relationship manager.
Judith holds a degree in Law from Warwick University, and obtained a Postgraduate Diploma in Legal Practice at the College of Law in Store Street, London.
Having three children her free time is quite limited, but when Judith does have time she loves playing the guitar and painting.
Cara is responsible for a number of the day to day shareholder and transfer agency services for the schemes we manage including, but not limited to, the daily maintenance of the shareholder and/or partnership registers, production and issuance of all subscription, redemption, transfer, call and distribution contract notes, the processing of all payments and acting as the first point of contact with the relevant shareholders, partners and other related parties throughout each of the processes involved.
Cara spends her weekends horsing around when helping out on a local pony trekking farm, running the yard.
Telephone: +44 1624 689654
Annie has nearly 25 years’ experience in the fiduciary sector, having first moved to the Isle of Man in 1993 and having started her trust career managing client portfolios ranging from trust structures for wealthy families through to an employee benefit scheme for a large Plc.
In 2007 Annie moved into the world of change and business transformation. She relocated to Mauritius to establish an outsourced service centre for the trust business, before coming back to the Isle of Man in 2008 to widen that scope within their European footprint.
Continuing in business transformation, in 2013 Annie moved to Malta to establish a trust business for an Isle of Man based group, before returning in 2015 to focus on acquisitions across their global business.
Having been lucky enough to travel the world, Annie continues to enjoy travel whenever the opportunity arises. She also enjoys cooking and experimenting with cuisines from around the world, testing her cooking skills on friends and family, as well as putting on her walking boots for a good walk.
Telephone: +44 1624 689635
Nathan joined the Compliance and Risk Department in July 2006. The Department is responsible for providing support and guidance to the company on regulatory matters, anti-money laundering and risk management.
Prior to joining Abacus, Nathan spent four years with the Isle of Man Financial Supervision Commission where he gained extensive experience of the Isle of Man’s regulatory environment.
Nathan holds a BA Hons degree in Philosophy and has completed the ICA International Diploma in Compliance and the CISI Investment Operations Certificate.
Nathan takes the comp from compliance and puts it in competition. Always up for a challenge, Nathan has successfully climbed Kilimanjaro and took part in the Jersey 2015 Island Games at which he won a bronze medal in pistol shooting.
With over 20 years accounting experience, Amanda leads the Abacus client accounting function, where she is responsible for reviewing and preparing Company, Trust and Fund accounts.
Prior to joining Abacus, Amanda spent 16 years as an accountant with an offshore bank.
She is currently completing qualifications with the Association of Taxation Technicians and the Association of Chartered Certified Accountants.
Alex began working in the Corporate Services industry in 2005 and since then has worked for 4 large international financial services companies, including Abacus.
Alex’s background is predominantly in client services and business development and throughout his career, Alex has lived and worked in the Isle of Man, Malta and London.
His specialist knowledge is within the Superyacht and Aviation industry, where he has administered portfolios of companies for very high net worth individuals.
In addition to this, Alex has also administered and had a great deal of exposure to marine, trading, holding, property ownership, technology and e-Gaming companies.
In his spare time, Alex is a keen gym enthusiast and can usually be found on the weekends snorkeling or sunbathing around Malta’s shores.
Lee joined Abacus in August 2017 as a Senior Administrator – Client Accounts.
Lee has over 7 years’ experience in the financial services industry having started as an Audit and Accounts junior, and has now spent more than 2 years working in Client Accounting within the Corporate Services Sector across both Isle of Man and Malta jurisdictions. He is also working towards the Association of Chartered Certified Accountants qualification.
Lee relocated to Malta from the Isle of Man in 2015, and is involved in the preparation of accounts of Companies and Trusts in both the Isle of Man and Malta, as well as Tax Returns and VAT Returns for various client types.
Lee is a keen football fan, watching games every weekend and playing 5-a-side regularly, and also enjoys watching darts, golf and horse racing.
Telephone: +44 1624 689655
Marta has experience in the management of events, media relations and press releases, social networks development and social media strategy, as well as implementation of National and International promotional strategies.
Prior to joining Abacus, Marta worked as Digital Marketing and Communication Assistant at IICUAE, Italian Industry and Commerce office in UAE, and then at ENIT Dubai, the Italian State Tourist Board where she was responsible for marketing projects for Italy and for the ‘Made in Italy’ brand.
Marta holds a Bachelor’s degree in Humanities, a Master’s in Marketing and International Business, and an extended range of high level qualifications in SEO, web marketing, social media management, brand reputation and market analysis.
Marta’s greatest passions are travelling and experiencing different cultures. For this reason, she learnt Arabic and Hindi languages and loves ethnic cuisines.
Lorraine supervises the workload of the finance team and is primarily responsible for preparing monthly management accounts and reports, controlling processes in respect of cash, income and expense transactions and processing and reviewing internal and external payroll.
Prior to joining Abacus, Lorraine spent 14 years with one of the Island’s premier banks where she worked in a number of finance roles, becoming a key member of the management team. During this time Lorraine developed a wealth of knowledge in purchase ledgers, payroll, treasury and reconciliations.
Lorraine is an integral member of Abacus’ Corporate Responsibility and Social Committees. Abacus’ answer to Delia Smith, Lorraine is also a keen baker and is popular among colleagues for her culinary contributions during Abacus’ charity cake sales… ‘Lo’s Lemon Drizzle!’… Mmm!
Sian provides assistance to the Finance department including preparation of accounts and reconciliations, invoices and cheques, banking and purchase ledgers.
She also assists HR in the maintenance of staff files, in house HR database, and recruitment and leaver administration. She is also involved in the processing of payroll and assisting the company benefits administration.
Sian is a qualified Bookkeeper and also holds a diploma and certificate in Administration.
Prior to joining Abacus, Sian spent 4 years working for a local recruitment agency.
Sian enjoys an array of pastimes including photography, music, painting and drawing. Mixed with her love for travelling and learning of different cultures, she always has a ready made palette of inspiration for her next creation.
Helen provides general office assistance to the business. Her responsibilities range from organising and distributing post, to general filing and reception duties.
She is also Abacus’ point of contact with local providers in the management and stock of office supplies.
Helen enjoys spending time with her children and grandchildren, however when looking for some time to herself she loves nothing more than her annual cruise with her husband.
Telephone: +44 1624 689664
Simon co-manages the delivery of IT development projects and is responsible for the development and enhancement of Abacus’ bespoke in-house systems and providing integration with third party systems. He also conducts system reviews and produces system documentation and maintains and supports the current environment for our systems.
Prior to joining Abacus in 2005, Simon worked as a Senior Consultant at a software consultancy providing services to the life assurance industry and as a programmer working in the railway industry, developing and supporting maintenance, operations and timetabling systems.
Simon is a Member of the Institute of Analysts and Programmers and holds a degree in Accounting and Financial Management and Mathematics.
Simon enjoys walking in his spare time – whether he fancies a challenging ramble or a leisurely stroll, lucky for him the Island offers footpaths a plenty.
Craig provides IT support to the business, maintaining hardware, software and supporting staff. He also supports and administers the businesses telecoms, server and network infrastructure and is involved in IT project management.
Prior to joining Abacus, Craig worked as a Technical Engineer for an IT Support Analyst, where he was responsible for multi-site and multi-client end user support, desktop maintenance and software testing.
Craig is a Microsoft Certified IT Professional, Solutions Associate and Technology Specialist.
Working with computers and gadgets just never gets boring for this technology enthusiast – who can often be found on a computer outside of work too. He also enjoys swimming and walking.