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Two promotions within RBC Wealth Management

Two promotions within RBC Wealth Management

Monday 12 February 2018

Two promotions within RBC Wealth Management


RBC Wealth Management, part of Royal Bank of Canada (RBC), has announced the appointments of two Directors in the firm’s Guernsey-based Fiduciary Services business.

Petrina Le Vallois and Sam Ozanne will report to Lisa Barnett, Managing Director of RBC Trustees (Guernsey) Limited, RBC Wealth Management - International, in their new roles.

Mrs Le Vallois brings 35 years of industry experience to her new role, having previously worked in private banking, family office and regulatory positions, as well as two independent Guernsey-based fiduciary firms. She joined RBC from the Guernsey Financial Services Commission, starting on 22 January.

Mrs Le Vallois will also join the board of RBC Trustees (Guernsey) Limited.

Mr Ozanne joined RBC as a Senior Associate in 2015, becoming an Associate Director in 2016. He has a number of years’ experience focused on serving clients with complex structures and holds several industry designations. Mr Ozanne will assume his new role on 27 March.

Commenting on the appointments, David Foster, Head of Fiduciary Services, RBC Wealth Management - International said:

“We are delighted that the appoints of Petrina and Sam as Fiduciary Directors will further strengthen our established Guernsey Fiduciary Services business. Their detailed understanding of the industry and long track records of providing exceptional client service will complement our experienced team in the Channel Islands.”

Pictured above: Sam Ozanne and Petrina Le Vallois

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