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Kimberly Carlos

Assistant Manager


Kimberly is an experienced trust and family office services professional who has over 5 years of experience in private client and corporate services in the Cayman Islands. She works closely alongside international UHNW families and their advisors. Kim’s involvement begins at inception of the client relationship. She provides corporate governance and trustee administration following establishment of their structures, including liaising with both local and international bankers and Investment Managers. She acts as a primary point of contact, supporting clients with all their administrative needs. Kim is fully STEP accredited and is an active member of the STEP Cayman Branch. Her academic background includes a degree in Psychology from The University of Roehampton. She is a member of International Ladies in Trust (ITLITA) and 100 Women in Finance.
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