Senior Management Team

During her time with the firm Tanya has worked with many high-net worth clients in the field of trust and company administration, in particular dealing with private clients. This has included setting up and managing company and trust structures for wealth management, tax and succession planning and purposes. Tanya has also been closely involved in promoting and developing the firm’s services.

For several years now, Tanya has lead a team which provides Family Office facilities to ultra-high net worth individuals, involving a wide range of services based on complex structures, which may include limited companies, private trust companies and purpose trusts. She also continues to advise generally in relation to the setting up and management of private corporate structures.

Tanya graduated in Leeds Metropolitan University obtaining a B.Sc in Psychology. She became a member of the Institute of Financial Services in 2000 and is a Trust and Estate Practitioner.

Joanne is currently responsible for the Business Development. She previously managed the trust portfolio and investment holding companies held under these structures. She undertook an extensive review of these investment portfolios and worked closely with regulated IFA’s and private banks to proactively seek enhanced investment solutions, and monitor investment performance on an ongoing basis.

Having graduated from Cardiff University with a B.Sc (Hons) degree in Business Administration and French in 2001, she has 15 years’ experience in the financial services industry, 8 of which were spent working as a Financial Adviser for Lloyds Bank in the UK. In 2006 she was approved by the Financial Services Authority (FSA) to perform a controlled function as a trainee Investment Adviser and, after intensive training was awarded Competent Adviser Status in line with FSA requirements in 2007.

Relocating back to Gibraltar in 2013, she joined Totus Consulting Limited, and took the opportunity to extend her financial knowledge to the offshore financial services industry, including QROPS, QNUPS, international pensions and offshore life bonds, amongst other products and international structures.

Joanne is full qualified to UK RDR standards, having successfully completed the Level 4 diploma of Financial Advisers in 2011. Although not acting in an advisory capacity in this role at Abacus, it does mean she is well placed to understand the technical aspects of pension and investment advice, application and administration. She can add value to the supervision and review of the financial advice procured and will be a member of the Investment Committee, assisting the trustees and the pension team in the competent and successful delivery of this pension service.

Joanne has also obtained the Chartered Insurance Institute Pensions Administration exame.

Natalie is responsible for ensuring that accounts for the Abacus portfolio of clients, which include multinational corporations, private clients, Trusts and Funds registered in various jurisdictions, are prepared in accordance with the relevant law and accounting standards and that relevant statutory and tax reporting deadlines in each jurisdiction are met.

Natalie moved to Gibraltar from the UK in August 2004, where she obtained a B.A (Hons) degree in Accounting and Finance from Kingston University. Prior to joining Abacus, Natalie spent seven years working in the audit department of a top four practice firm where she became a full member of the Association of Chartered Certified Accountants.

Over the years Melissa has gained from her exposure to different service areas within Abacus. During her initial years of employment she was dedicated to our Private Client team, assisting clients who are resident throughout the Iberian Peninsula. The following 13 years she continued to be a key member of the Private Wealth Team, servicing Central and Eastern European clients under the management of Christopher Pitaluga and Tanya Hurtado. She has recently returned from a career break taken to start her own family and is now applying her expertise and know-how to corporate and private Russian clients under the directorship of Adrian Mansfield.