Our People
A small, senior team. Direct access to the people who manage your money.
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Serena Okonjo-Blaine
Head of Treasury
Serena leads the Treasury function and chairs the Payments Authorisation Committee. She joined Halvard Trust in 2016 from a tier-one South African clearing bank and sits on two industry working groups.
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Owen Tarrick
Treasury Operations Analyst
Owen handles day-to-day payment execution and settlement reconciliation. He joined the firm in 2022 and reports to Serena Okonjo-Blaine. Keen cyclist.
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Dominic Frayle
IT Service Desk Lead
Dominic runs the internal service desk and manages endpoint support across both offices.
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Marguerite Hallam
Managing Partner
Marguerite founded Halvard Trust in 2011 and chairs the partnership board.
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Ivo Kastelein
Head of Private Client Advisory
Ivo leads the advisory desk and the discretionary mandate team.
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Thandiwe Mokoena
Head of Compliance
Thandiwe oversees the firm's regulatory reporting, FICA obligations and financial crime controls.