The IQE Limited board comprises six directors. Each of the directors has significant relevant industry experience.
Qualifications: DipIOD, MAAT
David joined IQE in 2001 and is the managing director. David began his career in public sector accounting and audit following which he joined one of the largest independent insurance groups on the Isle of Man where he was a director of the trust and captive management companies. David is a Member of the Association of Accounting Technicians and the Institute of Directors. David sits on a number of boards of substantial companies and is a director of IQE's corporate trustee company.
David has responsibility for the effective delivery of IQE's HR and Finance functions.
Anne joined IQE in 2005 and is an executive director and the Company Secretary. Having commenced a career in company and trust administration at the start of the 1990s she has a wide range of experience in company secretarial practice, trust administration and corporate governance. Anne is a Fellow of the Institute of Chartered Secretaries and Administrators and a director of the Association of Fiduciary Service Providers ('ACSP'), which represents the fiduciary services sector in the Isle of Man.
Anne has responsibility for the Private Client and Corporate Departments. Anne has been Company Secretary on a number of Isle of Man companies which were admitted to AIM and for seven years was Company Secretary for Redefine International P.L.C., which is dual listed on the Main Market of the London Stock Exchange and the Jo’burg Exchange, until the Company acquired UK approved REIT status in December 2013.
Moira joined IQE in 2001 and is an executive director. Moira started her career in medical laboratory science before joining the fiduciary services industry in 1990. Before joining IQE, Moira was operations director of a large independent corporate services provider. In addition to serving as a director and trustee for some of IQE's most substantial clients, Moira is responsible for IQE's relationship with its regulatory bodies.
Moira has responsibility for IQE's Compliance, Risk, Office Services and Systems Departments to ensure services are delivered in an efficient manner.
Katherine leads all of Boston’s operations. She is responsible for driving group strategy, maintaining strong governance, financial stewardship, operations and infrastructure across the group.
She was appointed in 2012 as Group Business Development Director to drive Boston’s ambitious international growth strategy and brings two decades of experience in the offshore markets, with particular knowledge of luxury assets. She has been instrumental in the development of the Isle of Man’s shipping and aircraft registries.
Katherine, along with MD Alex McNee, led the successful management buyout of Boston in 2019 with the support of a group of high net worth investors, via Rockpool Investments LLP and was appointed CEO upon completion of the change in ownership.
Katherine is a fellow of the Association of Chartered Accountants and is a former Isle of Man President of the Association. She also holds an Institute of Directors Diploma in Company Direction.
Katherine is married with two daughters. She is a keen skier and enjoys travel and maintaining an active social life.
Sarah is responsible for a number of key clients as well as the management of our administration teams. Sarah brings extensive experience in the trust and corporate industry, in a career spanning three decades with blue chip companies such as Barclays Private Bank and Trust and Ernst and Young.
Sarah is a member of the Society of Trust and Estate Practitioners, gaining distinction in 2005. She served as a Director of STEP Isle of Man for over seven years, is an associate of the Chartered Management Institute and was part of the winning team in the Manx Executive Challenge. In 2010, Sarah presented at Jesus College, Oxford as part of the prestigious Willoughby Prize event.
Married with two children, Sarah enjoys good food and wine, and walking in the stunning Isle of Man countryside with her two Newfoundland dogs.
Alex is responsible for Boston Group’s fiduciary business. His appointment as Managing Director of Boston was driven by our ambitions to deliver an unrivalled service to a growing fiduciary client base. Alex has a wealth of experience serving international ultra-high net worth individuals as well as lending his experience to the Boards of numerous trading companies.
Alex, along with CEO Katherine Ellis, led the successful management buyout of Boston in 2019 with the support of a group of high net worth investors, via Rockpool Investments LLP. He is a member of the Institute of Directors and a Fellow of the Institute of Chartered Managers.
Alex likes to travel and spend time at home with his family. He is on a coaching team for a local football club and is a keen, if not particularly good golfer.
We have the expertise to assist with multi-jurisdictional fiduciary services for international structures
Having worked with IQE for a number of years I have come to appreciate their professional and proactive attitude to the work they undertake. Their helpful and efficient staff ensure that transactions are completed in a timely manner wherever possible. Richard Melhuish, FRICS, Director of Redefine International P.L.C.
IQE has announced its acquisition by the international fiduciary services business Boston Multi Family Office today 24 August 2020.Read more.