Cara Jocelyn

Cara Jocelyn
Vice Chair STEP Lucerne/Zug

Since qualifying as a Chartered Accountant in 2000, I have worked at Smith & Williamson and Rawlinson & Hunter in the private client tax departments, moving to work in the trust and family office departments of James Cowper and New Quadrant Partners looking after HNW and UHNW, UK and international families. During my time at Smith & Williamson I enjoyed a three month secondment to Christies, working in their Heritage and Taxation Department.

In 2015 I moved to Switzerland joining Hawksford LSS, transferring with the team to Rawlinson & Hunter Zurich AG, and then moving to join Rothschild Trust (Schweiz) AG. In Switzerland I continue trust and family office services to families in the UK and around the world, including supporting on their environmental and social impact projects.

I qualified as a TEP in 2014, on the qualified practitioner route, and received a STEP Excellence Award 2013 for a taxation paper. I serve on the committee of STEP Lucerne/Zug. I am native English speaker, and have French at level C1, with German at level A2.

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