Future-Focused Wealth Management with Standard Bank Offshore
At Standard Bank Offshore, leadership is not defined by job titles – it is shaped by insight, empathy, and the ability to guide clients through complex, shifting financial landscapes. In a sector where trusted relationships and forward-thinking strategies are more valuable than ever, new voices are helping redefine what it means to be a truly client-focused wealth advisor.
In this feature we hear from two of Standard Bank Offshore’s prominent voices - Senior Wealth Manager Nitrisha Doorasamy and Wealth Manager Lucy O’Connor, as they reflect on what clients value most, where the industry is heading, and how a mindset of collaboration and curiosity is shaping the future of wealth management.
Nitrisha Doorasamy
Senior Wealth Manager
What do you think clients value most in a trusted advisor today?
Clients today expect more than technical skill, they are looking for someone who listens deeply, communicates clearly, and acts with integrity. Transparency around fees and open, honest dialogue are essential, but what truly defines a trusted advisor is their willingness to walk the journey with the client, not just advise from a distance. Trust is built gradually, through consistent actions, empathy, and a genuine understanding of each client’s unique goals and challenges.
What trends or shifts in the industry are you most focused on right now?
We are seeing a strong shift toward global, multi-jurisdictional wealth planning. Clients increasingly need structures that are not only compliant and resilient, but agile enough to respond to changing regulations and complex cross-border family dynamics. I am particularly focused on how tax transparency, sustainability, and intergenerational wealth transfer are reshaping offshore fiduciary and wealth management strategies. These trends are prompting innovation and demand a more holistic, forward-looking approach.
How do you foster collaboration across teams or jurisdictions?
True collaboration starts with humility, recognising that no single team has all the answers. Our clients live globally, and so must our solutions. I actively build bridges between colleagues in Jersey, Mauritius, London, and South Africa by encouraging open dialogue and shared learning. Regular touchpoints, mutual respect, and a collective commitment to problem-solving allow us to deliver integrated advice that feels seamless to the client, no matter where they are.
What’s one piece of advice you wish you had received earlier in your career?
I wish someone had told me that it is okay not to have all the answers on day one. Clients value honesty and effort more than perfection. Early in my career, I felt pressured to respond immediately, but I have since learned that the best advisors are those who keep learning and are not afraid to say, “Let me check and get back to you.” That mindset not only builds credibility, it also saves a lot of unnecessary stress (and the need for caffeine!).
Lucy O’Connor
Wealth Manager
What does excellence look like in your role, and how do you measure it?
Excellence is rooted in the strength and depth of client relationships. It means earning trust through consistent, clear communication and taking the time to understand each client’s long-term financial goals, family circumstances, and personal aspirations. While financial targets and professional qualifications matter, true excellence lies in managing expectations and guiding clients through our banking, lending, investment and fiduciary solutions, helping them achieve peace of mind and long-term security.
This is measured not only through client retention, satisfaction, and book growth but also through less tangible qualities, like the ability to communicate with empathy, navigate complex client needs, and collaborate effectively with colleagues to deliver well-rounded solutions.
What is one tool, habit, or mindset that helps you stay effective in a fast-moving environment?
Adopting a growth mindset has been key. Introduced by Stanford professor Carol Dweck, this mindset is about seeing setbacks as learning opportunities rather than failures. In our industry, where client needs, markets and regulations shift constantly, it is essential to remain adaptable and resilient. I also find value in learning from others: hearing how colleagues and leaders have overcome challenges can offer fresh perspectives and renewed motivation.
How do you lead or influence others, even if you are not in a formal leadership role?
I lead by example. Integrity, reliability, and collaboration are values I try to live by every day. Whether it is setting a positive tone, being dependable, or creating a safe space for others to share ideas and feedback, I believe a collaborative environment inspires innovation and encourages growth.
I am also a believer in continuous development. I read widely: from psychology books like How to Talk to Anyone About Anything to Bloomberg investment commentaries and take part in industry networking and informal mentoring. I also contribute to future talent initiatives through Highland College events and sit on the Jersey Banking Association 2.0, a committee for young future leaders, where I help shape conversations around talent retention, digital innovation, legislation and the future of banking in Jersey.
Looking ahead, what trends or opportunities do you see shaping the future of wealth management?
The client demographic is shifting. Women currently control 34% of global AUM, expected to rise to 45% by 2030, yet only 18% of UK financial advisors are women according to FCA data. There’s a growing opportunity for firms with diverse teams to better reflect and serve women’s financial goals and investment preferences.
ESG investing is also reshaping how firms engage clients. More clients want portfolios that reflect their personal values, and we are seeing ESG integrated into everything from screening metrics to new product development.
AI is another force set to redefine the industry: streamlining administrative duties, supporting data analysis, and improving operational efficiency. But while it is powerful, it will not replace the human element. Empathy, intuition, and relationship-building remain at the heart of wealth management. AI frees up time to do more of what matters most - connecting with clients.
