Invicta promotes five in Guernsey

Posted: 16/03/2021

Invicta promotions mar21Invicta Wealth Solutions has made five senior appointments in Guernsey.  

James Dumont-Gale, previously the firm's Finance Director, has become Chief Financial and Operations Officer, taking responsibility for Invicta’s operations as part of his combined role. 

James joined Invicta in 2017, having previously worked for IPG Family Office, Cannon Asset Management and PwC on the island. 

Karl Loeser and Kelly Roger have been promoted to Client Relationship Director. Karl has been with the firm since November 2014, Kelly since 2005.

Lauren Deary has been promoted to Governance and Risk Director. Lauren was previously Deputy Governance Director, having relocated to Guernsey from Carey Olsen in South Africa to join Invicta in 2019.

Finally, Nita Monti is being promoted to Head of Tax Compliance and Operations. Nita, who has worked for Invicta for 22 years, previously served as a Manager responsible for key clients before leading Invicta’s CRS and FATCA reporting project. 

Pictured, top l-r: James Dumont-Gale, Lauren Deary, Karl Loeser; bottom: Nita Monti and Kelly Roger

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