Charlie Lucas
Senior Administrator

Location
Jersey

Charlie joined Crestbridge in June 2021 and has five years experience in the finance industry.

Charlie is responsible for the administration of a number of client groups comprising of corporate and trust structures, foundations, and charitable trusts. He has experience across a variety of asset classes, including discretionary investment portfolios, shares in private companies, private equity holdings, and real estate.

Charlie is currently working towards the STEP Diploma, having already completed the Certificate in International Trust Management.