Tracey is the Compliance Officer at Concentric.
Tracey is an economics graduate of the University of Wales, Swansea and she commenced her finance career in 2001 in banking. She became a Wealth Consultant in 2006, providing investment advice in Jersey for HSBC. Upon joining Concentric in 2019, Tracey focused on wealth management, until September 2020 when she was appointed as Compliance Officer.
Tracey holds the ICA International Diploma in Governance, Risk and Compliance and the STEP Certificate in Anti Money Laundering. She also holds various investment qualifications, including the CISI Level 6 Certificate in Private Client Investment Advice and Management, and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).