Associate Director

Joanne Rodriguez

Joanne takes a vision and makes it a reality through an ability to match innovative business strategy to evolving client needs.

Joanne’s enthusiasm to work directly with clients is well-founded. She intuitively understands the complexities clients face when planning, structuring, and implementing strategies to achieve their financial goals. She is well-grounded with industry expertise across our diverse service areas and loves exploring creative solutions that bring the highest value to our clients.

Her career has developed within the financial services industry, both in Gibraltar and in the UK, over the past 20 years. As an Associate Director, she is responsible for our strategic business development efforts, client enquiries and new business initiatives relating to our Gibraltar, Portugal, London and Hong Kong representative offices.

Having graduated from Cardiff University with a B.Sc (Hons) degree in Business Administration and French in 2001, she joined NatWest International Bank in Gibraltar as a mortgage adviser, and subsequently worked for 8 years as a DipFA qualified Financial Adviser for Lloyds Banking Group in the UK.

Joanne is also actively involved with Gibraltar leading industry associations and is on the executive committee for the Gibraltar Funds & Investments Association (GFIA) and the Gibraltar Association of Pension Fund Administrators (GAPFA). Joanne is also a Director at Abacus Wealth Management Limited, a Gibraltar based financial advisory firm that specialises in advising on investments, pension transfers and financial protection solutions.