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Karen O'Hanlon

Senior Director – Private Wealth Services

Specialism: Trustees Private Client Trustees

Company: JTC Group

Location: St Helier, Jersey

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What does 2020 have in store for the wealth management industry?

Karen O’Hanlon, Senior Director of Private Client Services at JTC Group explains: “FinTech will continue to have to have a major part to play for all wealth management providers to give an enhanced and more responsive customer experience, reduced costs and granular data. Similarly, the regulators will turn to FinTech to for reporting and analytics infrastructures. Cyber-crime is also at the top of the list - businesses are constantly investing to ensure they are one step ahead of cyber criminals and keeping data secure.”

Read on

Citywealth rating

3
Average: 3 (1 vote)
Fee Level:
3
Average: 3 (1 vote)
Quality of Advice
3
Average: 3 (1 vote)
Communications Skills
3
Average: 3 (1 vote)
Interpersonal Skills
3
Average: 3 (1 vote)
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Co-worker review:

Karen is a delight to work with. Always full of energy and a great strategic thinker and a person that gets things done. Karen has a wealth of experience in a trustee capacity and has worked with clients all over the world and has first hand knowledge of living and working in Asia and Continental Europe. She always strives to deliver a high level of service. A great networker too, Karen has a wealth of contacts meaning she is able to identify and connect the right individuals quickly and effectively which is so important for clients and co-workers alike.

Victoria Blackburn    JTC Private Office   
11 Feb 2020

Peer review:

x

16 Jul 2019

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2019 

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Co-worker review:

Karen is a delight to work with. Always full of energy and a great strategic thinker and a person that gets things done. Karen has a wealth of experience in a trustee capacity and has worked with clients all over the world and has first hand knowledge of living and working in Asia and Continental Europe. She always strives to deliver a high level of service. A great networker too, Karen has a wealth of contacts meaning she is able to identify and connect the right individuals quickly and effectively which is so important for clients and co-workers alike.

Victoria Blackburn    JTC Private Office   
11 Feb 2020

Peer review:

x

16 Jul 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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