Mr Jonathan Dunlop
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

4th Floor, Rosebank Centre,
11 Bermudiana Road,
Pembroke,
Hamilton
HM08
Bermuda

Email: [email protected]
Telephone: +1 441 524 0021
Practice Areas: Estate planning/administration, Family office, Trust planning/administration, International client
Add to favourites
Profession:
Trustee/Fiduciary
STEP Qualifications:
STEP Diploma in International Trust Management
Firm:
Butterfield Trust (Bermuda) Ltd
Branch/Chapter:
STEP Bermuda
Biography:

Jonathan has more than 25 years’ experience in the financial services industry. He is the retired Chair of STEP Bermuda, and still sits on the Board. He also Heads the Bermuda Business Development Association’s (BDA) Trust Advisory Committee. Jonathan's academic qualifications include the Canadian Securities Course, Canadian Investment Management (CIM) level one, a Personal Financial Planning (PFP) designation, completion of the Canadian Bankers Institute trust qualifications, the Society of Trust and Estate Practitioners (STEP) International Trust Management Diploma with Distinction (Dip(ITM)), and the Manchester Business School Masters of Business Administration (MBA) for Wealth Managers, Fiduciaries and Trustees. Jonathan is a 2021 recipient of the STEP Founders Award for Outstanding Achievement in recognition of his extraordinary and long term contribution to the Society.

Presently, Jonathan manages select key client relationships for Butterfield Trust (Bermuda) Limited where he also directs its business development efforts by providing solutions to ultra-high-net-worth families through trust companies in The Bahamas, Bermuda, the Cayman Islands, Guernsey, Singapore and Switzerland.

Users are not authorised to use the Directory for any purpose other than that set out in the disclaimer.