Tracy joined Liberum Wealth in 2021 and has over 25 years’ experience in the finance industry.
Before joining Liberum Wealth, Tracy worked for 13 years at Raven Property Group, a property investment company specialising in commercial property.
Prior to that she was a Global Custody Relationship Manager for institutional and high net worth clients at Northern Trust (Guernsey) Limited.
Tracy has over twenty five years’ experience in the finance industry in a broad range of areas across fund administration, custody services and HR Management.
Tracy holds the CIPD Level 5 Diploma in Human Resource Management and Level 5 IFA in Fund Administration.
Our people
Stephen Ozanne
Chief Executive Officer
Stephen Ozanne is Chief Executive of Liberum Wealth.
Shane Le Prevost
Executive Director
Shane Le Prevost is Liberum’s founder and is an Executive Director of the Company, he was Chairman and Chief Executive until December 2020. He is a Board Director of Liberum Wealth.
Jackie Sholl
Chief Operations Officer
Jackie joined Liberum Wealth as a Board Director and COO in 2018.
Jeremy Stubbs
Business Development Executive
Jeremy joined Liberum Wealth in 2022 and has over 20 years’ experience in the finance industry.
Tom Bacon
Head of Custody and Investment Administration
Tom joined Liberum Wealth at its inception, alongside other members of our operations team.
Giles Cumner
Dealing & Execution
Giles joined Liberum Wealth in 2018 and has over 25 years experience of dealing across major stock, bond, currency, commodity and futures and options markets.
Adam Pickering
Legal Counsel
Adam joined Liberum as in-house counsel in early 2022. He moved to Guernsey in 2014, having qualified as a lawyer in South Africa.
Maxine Robins
Client Relations Officer
Maxine joined Liberum in 2021. She is responsible for providing full support to new and existing Clients, working strategically to build long-term relationships and providing a streamlined approach to Liberum Wealth’s services.