Promotions to Key Staff

Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce two promotions at the start of the year.

Kerry Beattie, who celebrated 10 years with the firm last year has been promoted to Senior Client Manager. Having begun as a graduate trainee in 2005, Kerry has progressed through the firm, and leads a team of over 20.

Katie Lean, who has been with Optimus for 4 years has been promoted to Senior Client Administrator. Within her new role, focus will move to managing the portfolios of a number of specialist ultra-high net worth clients.

“We are pleased to recognise both Kerry and Katie’s hard work over the past 12 months” said Brent Thomas, Director in Optimus, “Kerry will be servicing her clients and developing new contacts both nationally and internationally. Katie continues to build excellent relationships with our clients and sets an example to members of the team by providing excellent service".

Optimus offer personalised offshore fiduciary services which include a range of corporate, trust and pension solutions headquartered in the Historic Capital of the Isle of Man, Castletown.