Collette Holt

Areas of expertise

• Client due diligence
• New business process
• Client take on

Responsibilities

In her role as a Director, Collette heads up a team of 5 client service support officers. Collette and her team are responsible for the on-boarding of new clients and assisting with queries in regards to client due diligence for new and existing clients. Prior to joining Hawksford, Collette worked for RBC Wealth Management, managing the client on boarding team for the British Isles and reviewing and approving all client due diligence documentation for HNW and UHNW clients.