Back to insights

Citywealth leaders list interview: 60 seconds with Paula Steele

Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street office. They discussed topics including:

• Her role
• A typical day at work
• Interesting client instructions
• The last place she travelled to
• Her proudest professional achievement
• Client challenges, and how John Lamb Hill Oldridge faces them.

“We look after more than £3bn of life insurances”

“We have recently enjoyed placing over £50m of cover for some Bermuda trustees, dealing with their administrators in Zurich and the client here in the UK. A challenging case owing to the level of cover and the cross-jurisdiction advice issues.”

You can view Paula’s profile on the Leaders List here.

Read the full interview

Other Insights

‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine

0 Comments

Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]