KATIE LOUISE EMBERY

• Provided oversight of corporate administration, governance and fiduciary services across a portfolio of 215 client entities
• Maintained corporate governance frameworks, company secretarial records and board governance requirements
• Supported UAE and international entity onboarding, regulatory licence applications and compliance initiatives
• Developed policies, procedures and operational improvements to enhance efficiency and service delivery
• Oversaw FATCA and CRS reporting obligations across multiple jurisdictions
• Led, trained and developed team members while supporting resource planning and performance management

• Managed complex UHNW and family office structures across multiple jurisdictions, including trusts, foundations, companies and investment holding structures
• Extensive experience administering structures holding a diverse range of assets, including real estate, investment portfolios, aircraft, yachts, artwork, hotels and intellectual property
• Held trustee and corporate directorship appointments with responsibility for fiduciary oversight, governance and decision-making
• Member of Governance, Risk & Compliance and New Business Committees, supporting risk management, AML considerations and business acceptance decisions
• Oversaw FATCA, CRS, Economic Substance and AML/CDD compliance obligations across complex multi-jurisdictional structures
• Led establishment, restructuring and liquidation projects involving trusts, foundations and companies across multiple jurisdictions
• Built strong relationships with clients and professional advisers, including legal counsel, accountants, auditors and investment managers
• Managed and developed team members while supporting operational oversight and high standards of client service delivery
• Achieved organisational objectives by developing comprehensive strategic plans.

• Managed complex corporate and investment holding structures for a Bahrain-based family office, supporting refinancing, governance and strategic corporate initiatives
• Oversaw governance, administration and fiduciary matters across a multi-jurisdictional portfolio
• Worked closely with family office representatives, professional advisers and intermediaries to support ongoing operational requirements
• Led and developed team members while ensuring high standards of client service delivery

• Administered trusts, companies and private client structures across multiple jurisdictions
• Supported complex fiduciary and governance matters while working closely with clients and professional advisers
• Progressed from Senior Trust Officer to Assistant Manager with responsibility for team supervision and client service delivery

Progressed from school holiday placements to Trust Officer, obtaining STEP Certificate in International Trust Management to enhance expertise in trust management.

• Updated knowledge on regulatory changes with continuous professional development courses.