Meet our team
Qualified, knowledgeable and understanding - the right team to complement your success. Our team has extensive experience providing personalised offshore financial services for individuals, families, trusts, businesses and fund structures.
Are you looking for a trusted advisor to build long-lasting and multi-generational relationships with? Working with a team that understands how personal your financial journey is, makes all the difference, which is why we take a client-centric approach.
We plan for more than your funds; we plan for you – with you. Your individual goals and requirements are taken into consideration, with your input, each step of the way and you will be looked after on a highly personal basis.
Meet our team
Qualified, knowledgeable, and understanding - the right team to complement your success. Our team has extensive experience providing personalised offshore financial services and advice for individuals, trusts, businesses, and fund structures.
Are you looking for a trusted advisor to build long-lasting and multi-generational relationships with? Working with a team that understands how personal your financial journey is, makes all the difference, which is why we take a client-centric approach. We plan for more than your funds; we plan for you – with you. Your individual goals and requirements are taken into consideration, with your input, each step of the way, and you will be looked after on a highly personal basis.
Asset Management you can trust
Meet our team of experienced professionals who make Trust, Company and Fund Administration a priority with plenty of experience in trust formation, wealth management, portfolio management, fund formation and Investment Advisory introductions.
Richard van Vliet
Group Managing Director
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John Rivers-Moore
Director
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Adaliz Lavarello
Director
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Chris van Vliet
Director
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David Reed
Finance Manager
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Rachael Saul
Group Human Resources Manager
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Gill Harradine
Head of Compliance
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Chris Peatfield
Portfolio Manager
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A personalised experience.
Our client experience is different from one person to the next. Why? Because we are as helpful and as available as you need us to be. Do you already have an investment advisor you trust? We are happy to work alongside your existing advisors and add to your team. We have created an extensive network of industry experts, all of whom are at your disposal.