Trust Management is a specialised financial services provider to the For-Purpose sector. Their services provide a sustainable future for critical community services, support and charitable endeavours. As a charity, they return all profits back to the communities they serve. Trust Management is a passionate ESG and ethical investor creating an ecosystem of impactful investment strategies aligned with the values of the clients they serve.

Renee will play a pivotal role for the Firm as it further invests in delivering excellence in client services and executing a growth agenda. She will focus on strategies to enhance client experience and drive innovation through new products and services. As the former COO and CEO of Apex, Renee is an experienced leader who has worked across in multiple disciplines, including people, operations, utilisation of data and digital. Her authentic leadership, alignment with the For Purpose sector and considerable client and customer focus make her uniquely suited to this role.

Many thanks to the Account Team: Nicola Mirza, Wendy Flynn, Getsy Evangelin and Maddie Willis.