Jennifer Ollerenshaw
About Jennifer Ollerenshaw
Jennifer Ollerenshaw serves as the Head of Wealth Planning UK at Lombard Odier Group, specializing in wealth strategies for entrepreneurs and families. She has extensive experience in tax and wealth planning, having held senior roles at several prestigious financial institutions.
Current Role at Lombard Odier
Jennifer Ollerenshaw serves as the Head of Wealth Planning UK at Lombard Odier Group. She has held this position since 2021, focusing on wealth planning strategies tailored for high-net-worth individuals. Her role involves advising clients on account structuring, investments, and comprehensive financial planning. She is part of Lombard Odier's award-winning UK Resident Non-UK Domiciled (RND) Service, which provides specialized guidance to individuals navigating complex tax and investment landscapes.
Professional Experience
Jennifer Ollerenshaw has extensive experience in wealth management and tax advisory roles. Prior to her current position, she worked at Credit Suisse as Vice President of Wealth Planning from 2018 to 2021. She also held the role of Senior Manager - Private Client Tax at EY from 2014 to 2018. Earlier in her career, she served as Assistant Manager - Private Client Tax at Deloitte for 11 months and as Assistant Vice President - Tax at Barclays Wealth Management for five years.
Education and Qualifications
Jennifer Ollerenshaw has a solid educational background in finance and taxation. She studied Economics at the University of York, earning a BSc (Hons) from 2005 to 2008. She achieved the ACA qualification from the ICAEW between 2008 and 2011. Additionally, she completed the CTA program at the Chartered Institute of Taxation from 2014 to 2016. In 2018, she obtained a Level 4 Diploma in Investment Advice from The Chartered Institute for Securities & Investment (CISI).
Expertise in Wealth Strategies
Jennifer Ollerenshaw specializes in developing wealth strategies for entrepreneurs and families. She focuses on assisting entrepreneurs in planning for the sale of their businesses and helping families with wealth transfer to the next generation. Her expertise extends to working with private equity executives on wealth planning and investment structuring, ensuring tailored solutions that meet the unique needs of her clients.